Ceco Environmental
CECO
156 hedge funds and large institutions have $493M invested in Ceco Environmental in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 19 closing their positions.
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
30% more capital invested
Capital invested by funds: $379M → $493M (+$114M)
6% more funds holding
Funds holding: 147 → 156 (+9)
1.54% more ownership
Funds ownership: 68.3% → 69.85% (+1.5%)
2% less call options, than puts
Call options by funds: $880K | Put options by funds: $898K
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
23% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$12M |
| 2 |
Morgan Stanley
New York
|
+$9.69M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$6.85M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.42M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.18M |
| 2 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$4.19M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$4.02M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$3.7M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.26M |
CECO Hedge Fund Activity: Q4 2023 in Review
156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ceco Environmental (CECO) for Q4 2023, worth a combined $493M — up 30% from $379M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new CECO positions and 19 closed out — a net gain of 10 holders — while 43 added to existing stakes and 56 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $7.18M.
- 156 institutional investors held Ceco Environmental (CECO) as of Q4 2023, up from 147 in Q3 2023.
- Funds reported $493M of Ceco Environmental stock for Q4 2023, up 30% quarter-over-quarter.
- 29 funds opened new Ceco Environmental positions in Q4 2023 and 19 closed out, a net change of +10 holders.
- The largest Ceco Environmental buyer in Q4 2023 was Janus Henderson Group, an estimated $12M added.
- The largest Ceco Environmental seller in Q4 2023 was Wells Fargo, an estimated $7.18M sold.
Based on aggregated 13F filings for Q4 2023.