CBIZ
276 hedge funds and large institutions have $3.38B invested in CBIZ in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 23 closing their positions.
18,843% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $7K
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3% more funds holding
Funds holding: 269 → 276 (+7)
3% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 91
0.77% more ownership
Funds ownership: 90.35% → 91.12% (+0.77%)
5% less capital invested
Capital invested by funds: $3.55B → $3.38B (-$163M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$52.1M |
| 3 |
JP Morgan Chase
New York
|
+$34.8M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$23.1M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$31.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30.5M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$27.1M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$25.9M |
| 5 |
PCP
P2 Capital Partners
New York
|
-$22.3M |
CBZ Hedge Fund Activity: Q2 2024 in Review
276 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in CBIZ (CBZ) for Q2 2024, worth a combined $3.38B — down 4.6% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CBZ positions and 23 closed out — a net gain of 8 holders — while 94 added to existing stakes and 91 trimmed.
The largest buyer was Vanguard Group, adding an estimated $70.6M. The largest seller was Morgan Stanley, cutting an estimated $31.7M.
- 276 institutional investors held CBIZ (CBZ) as of Q2 2024, up from 269 in Q1 2024.
- Funds reported $3.38B of CBIZ stock for Q2 2024, down 4.6% quarter-over-quarter.
- 31 funds opened new CBIZ positions in Q2 2024 and 23 closed out, a net change of +8 holders.
- The largest CBIZ buyer in Q2 2024 was Vanguard Group, an estimated $70.6M added.
- The largest CBIZ seller in Q2 2024 was Morgan Stanley, an estimated $31.7M sold.
Based on aggregated 13F filings for Q2 2024.