CBIZ
145 hedge funds and large institutions have $990M invested in CBIZ in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 21 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
2% more capital invested
Capital invested by funds: $971M → $990M (+$18.5M)
0.25% more ownership
Funds ownership: 88.94% → 89.2% (+0.25%)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
2% less funds holding
Funds holding: 148 → 145 (-3)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.96M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.24M |
| 3 |
Bank of New York Mellon
New York
|
+$3.69M |
| 4 |
Goldman Sachs
New York
|
+$2.97M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$11.1M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$8.87M |
| 3 |
First Manhattan
New York
|
-$5.09M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.83M |
| 5 |
Morgan Stanley
New York
|
-$4.35M |
CBZ Hedge Fund Activity: Q1 2019 in Review
145 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2019, worth a combined $990M — up 1.9% from $971M a quarter earlier.
Fund positioning in CBZ was balanced in Q1 2019: 21 funds opened new positions, 21 closed out, 59 added to existing stakes and 49 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $4.96M. The largest seller was Skyline Asset Management, exiting entirely with an estimated $11.1M sold.
- 145 institutional investors held CBIZ (CBZ) as of Q1 2019, down from 148 in Q4 2018.
- Funds reported $990M of CBIZ stock for Q1 2019, up 1.9% quarter-over-quarter.
- 21 funds opened new CBIZ positions in Q1 2019 and 21 closed out, a net change of 0 holders.
- The largest CBIZ buyer in Q1 2019 was Arrowstreet Capital, an estimated $4.96M added.
- The largest CBIZ seller in Q1 2019 was Skyline Asset Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2019.