Ceco Environmental
CECO
174 hedge funds and large institutions have $549M invested in Ceco Environmental in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
73% more call options, than puts
Call options by funds: $2.12M | Put options by funds: $1.22M
12% more funds holding
Funds holding: 156 → 174 (+18)
11% more capital invested
Capital invested by funds: $493M → $549M (+$55.8M)
1.43% less ownership
Funds ownership: 69.85% → 68.42% (-1.4%)
22% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 65
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$7.45M |
| 2 |
Millennium Management
New York
|
+$2.91M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$2.45M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$2.43M |
| 5 |
First Eagle Investment Management
New York
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.07M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$4.24M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$2.91M |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$2.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AR
176
Advisory Research
Chicago,
Illinois
| – | -$561K | -27,659 | Closed |
|
|
MFIM
177
Mesirow Financial Investment Management
Chicago,
Illinois
| – | -$340K | -17,745 | Closed |
|
178
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$299K | -14,745 | Closed |
|
|
VF
179
Virtu Financial
New York
| – | -$264K | -13,022 | Closed |
|
|
ASN
180
Advisory Services Network
Atlanta,
Georgia
| – | -$71.4K | -3,520 | Closed |
|
|
A
181
AJOVista
Boston,
Massachusetts
| – | -$57K | -2,810 | Closed |
|
|
WTG
182
West Tower Group
Richmond,
Virginia
| – | -$14.4K | -709 | Closed |
|
|
C
183
Covestor
London,
United Kingdom
| – | +$330 | +16 | New |
|
|
BFEC
184
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | +$412 | +20 | New |
|
CECO Hedge Fund Activity: Q1 2024 in Review
174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ceco Environmental (CECO) for Q1 2024, worth a combined $549M — up 11% from $493M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CECO positions and 10 closed out — a net gain of 20 holders — while 51 added to existing stakes and 65 trimmed.
The largest buyer was Fred Alger Management, opening a new position worth an estimated $7.45M. The largest seller was Morgan Stanley, cutting an estimated $8.07M.
- 174 institutional investors held Ceco Environmental (CECO) as of Q1 2024, up from 156 in Q4 2023.
- Funds reported $549M of Ceco Environmental stock for Q1 2024, up 11% quarter-over-quarter.
- 30 funds opened new Ceco Environmental positions in Q1 2024 and 10 closed out, a net change of +20 holders.
- The largest Ceco Environmental buyer in Q1 2024 was Fred Alger Management, an estimated $7.45M added.
- The largest Ceco Environmental seller in Q1 2024 was Morgan Stanley, an estimated $8.07M sold.
Based on aggregated 13F filings for Q1 2024.