CBIZ
269 hedge funds and large institutions have $3.55B invested in CBIZ in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 26 closing their positions.
2,708% more call options, than puts
Call options by funds: $4.18M | Put options by funds: $149K
38% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 26
26% more capital invested
Capital invested by funds: $2.81B → $3.55B (+$735M)
3% more funds holding
Funds holding: 260 → 269 (+9)
0.21% more ownership
Funds ownership: 90.14% → 90.35% (+0.21%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
34% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$164M |
| 2 |
Select Equity Group
New York
|
+$69.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.6M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$36M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
-$76.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$37.7M |
| 3 |
Neuberger Berman Group
New York
|
-$28.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$27.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.9M |
CBZ Hedge Fund Activity: Q1 2024 in Review
269 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q1 2024, worth a combined $3.55B — up 26% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CBZ positions and 26 closed out — a net gain of 10 holders — while 76 added to existing stakes and 115 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $164M. The largest seller was P2 Capital Partners, cutting an estimated $76.2M.
- 269 institutional investors held CBIZ (CBZ) as of Q1 2024, up from 260 in Q4 2023.
- Funds reported $3.55B of CBIZ stock for Q1 2024, up 26% quarter-over-quarter.
- 36 funds opened new CBIZ positions in Q1 2024 and 26 closed out, a net change of +10 holders.
- The largest CBIZ buyer in Q1 2024 was Capital Research Global Investors, an estimated $164M added.
- The largest CBIZ seller in Q1 2024 was P2 Capital Partners, an estimated $76.2M sold.
Based on aggregated 13F filings for Q1 2024.