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CACI
CACI

Overview Fund Activity

563 hedge funds and large institutions have $9.67B invested in CACI in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 216 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+29
Holders Change %
+5.43%
% of All Funds
8.14%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
76
Increased
169
Reduced
216
Closed
43
Calls
$16.4M
Puts
$15.8M
Net Calls
+$598K
Net Calls Change
+$4.34M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$167M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$53.9M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$75.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$30.2M
5
VanEck Associates
VanEck Associates
New York
$60.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$433M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$214M
3
Ameriprise
Ameriprise
Minnesota
$147M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$29M
5
Invesco
Invesco
Georgia
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
501
Planning Capital Management Corporation
Pennsylvania
$24.7K – – –
GBT
502
Grove Bank & Trust
Florida
$24.7K – – –
LFG
503
Larson Financial Group
Missouri
$24.7K +$1.51K +3 +7%
PGAM
504
Princeton Global Asset Management
New Jersey
$24.2K – – –
RWM
505
Reston Wealth Management
Virginia
$24.2K +$24.2K +48 New
CIM
506
Contravisory Investment Management
Massachusetts
$23.2K – – –
KFI
507
Key Financial Inc
Pennsylvania
$22.2K – – –
PS
508
Principal Securities
Iowa
$21.7K +$3.53K +7 +19%
CA
509
CoreCap Advisors
Michigan
$19.2K +$19.2K +38 New
HWM
510
Hemington Wealth Management
Virginia
$19K +$19K +35 New
WWP
511
WR Wealth Planners
Missouri
$18.7K +$2.52K +5 +16%
LC
512
Lindbrook Capital
California
$18.7K +$10.1K +20 +118%
FFA
513
Frazier Financial Advisors
Ohio
$18.2K -$2.02K -4 -10%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$18.2K +$6.06K +12 +50%
HBW
515
Hazlett, Burt & Watson
West Virginia
$18K +$18K +35 New
Jones Financial Companies
516
Jones Financial Companies
Missouri
$18K +$3.5K +7 +24%
SIS
517
Sound Income Strategies
Florida
$17.2K – – –
CPA
518
Capital Performance Advisors
California
$16.1K +$16.1K +32 New
RFG
519
REAP Financial Group
Texas
$15.1K +$1.01K +2 +7%
BIA
520
Bell Investment Advisors
California
$14.6K -$1.01K -2 -6%
BCM
521
Blume Capital Management
California
$12.6K – – –
JWA
522
JFS Wealth Advisors
Pennsylvania
$12.6K +$505 +1 +4%
SAM
523
Smartleaf Asset Management
Massachusetts
$12K +$11.5K +23 +2,300%
GWM
524
Geneos Wealth Management
Colorado
$11.6K +$11.6K +23 New
WB
525
Webster Bank
Connecticut
$10.6K – – –
19 20
21
22 23