Consensus Cloud Solutions
CCSI
153 hedge funds and large institutions have $491M invested in Consensus Cloud Solutions in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
10% more funds holding
Funds holding: 139 → 153 (+14)
5% more capital invested
Capital invested by funds: $466M → $491M (+$25M)
3.62% more ownership
Funds ownership: 94.28% → 97.89% (+3.6%)
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
19% less call options, than puts
Call options by funds: $144K | Put options by funds: $178K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.37M |
| 2 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$5.91M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.75M |
| 5 |
D.E. Shaw & Co
New York
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.52M |
| 2 |
GCM
Gates Capital Management
New York
|
-$4.89M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$4.61M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$4.39M |
| 5 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$2.48M |
CCSI Hedge Fund Activity: Q4 2023 in Review
153 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q4 2023, worth a combined $491M — up 5.4% from $466M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CCSI positions and 13 closed out — a net gain of 14 holders — while 52 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.37M. The largest seller was Vanguard Group, cutting an estimated $7.52M.
- 153 institutional investors held Consensus Cloud Solutions (CCSI) as of Q4 2023, up from 139 in Q3 2023.
- Funds reported $491M of Consensus Cloud Solutions stock for Q4 2023, up 5.4% quarter-over-quarter.
- 27 funds opened new Consensus Cloud Solutions positions in Q4 2023 and 13 closed out, a net change of +14 holders.
- The largest Consensus Cloud Solutions buyer in Q4 2023 was Morgan Stanley, an estimated $8.37M added.
- The largest Consensus Cloud Solutions seller in Q4 2023 was Vanguard Group, an estimated $7.52M sold.
Based on aggregated 13F filings for Q4 2023.