CBIZ
227 hedge funds and large institutions have $2.21B invested in CBIZ in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 23 closing their positions.
708% more call options, than puts
Call options by funds: $638K | Put options by funds: $79K
17% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 72
14% more capital invested
Capital invested by funds: $1.93B → $2.21B (+$280M)
7.5% more ownership
Funds ownership: 81.1% → 88.6% (+7.5%)
0% more funds holding
Funds holding: 227 → 227 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$29.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23.3M |
| 3 |
B
BloombergSen
Toronto,
Ontario, Canada
|
+$11.5M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$9.04M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$11.9M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$11.7M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$8.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$7.6M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$6.92M |
CBZ Hedge Fund Activity: Q1 2023 in Review
227 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2023, worth a combined $2.21B — up 14% from $1.93B a quarter earlier.
Fund positioning in CBZ was balanced in Q1 2023: 23 funds opened new positions, 23 closed out, 84 added to existing stakes and 72 trimmed.
The largest buyer was GW&K Investment Management, adding an estimated $29.2M. The largest seller was Man Group, exiting entirely with an estimated $11.9M sold.
- 227 institutional investors held CBIZ (CBZ) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $2.21B of CBIZ stock for Q1 2023, up 14% quarter-over-quarter.
- 23 funds opened new CBIZ positions in Q1 2023 and 23 closed out, a net change of 0 holders.
- The largest CBIZ buyer in Q1 2023 was GW&K Investment Management, an estimated $29.2M added.
- The largest CBIZ seller in Q1 2023 was Man Group, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2023.