Consensus Cloud Solutions
CCSI
142 hedge funds and large institutions have $274M invested in Consensus Cloud Solutions in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 37 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 153 → 142 (-11)
8.05% less ownership
Funds ownership: 97.89% → 89.84% (-8.1%)
13% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 48
30% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 37
42% less call options, than puts
Call options by funds: $372K | Put options by funds: $646K
44% less capital invested
Capital invested by funds: $491M → $274M (-$217M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$9.4M |
| 2 |
Millennium Management
New York
|
+$8.92M |
| 3 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$7.67M |
| 4 |
GCM
Gates Capital Management
New York
|
+$5.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$27.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$16.7M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$14.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.88M |
| 5 |
State Street
Boston,
Massachusetts
|
-$6.37M |
CCSI Hedge Fund Activity: Q1 2024 in Review
142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q1 2024, worth a combined $274M — down 44% from $491M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of CCSI and 26 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 42 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $9.4M. The largest seller was BlackRock, cutting an estimated $27.7M.
- 142 institutional investors held Consensus Cloud Solutions (CCSI) as of Q1 2024, down from 153 in Q4 2023.
- Funds reported $274M of Consensus Cloud Solutions stock for Q1 2024, down 44% quarter-over-quarter.
- 26 funds opened new Consensus Cloud Solutions positions in Q1 2024 and 37 closed out, a net change of -11 holders.
- The largest Consensus Cloud Solutions buyer in Q1 2024 was D.E. Shaw & Co, an estimated $9.4M added.
- The largest Consensus Cloud Solutions seller in Q1 2024 was BlackRock, an estimated $27.7M sold.
Based on aggregated 13F filings for Q1 2024.