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Celsius Holdings
CELH

523 hedge funds and large institutions have $8B invested in Celsius Holdings in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 173 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 58

70% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $665M

21% more funds holding

Funds holding: 431 → 523 (+92)

12% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 154

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

0% less capital invested

Capital invested by funds: $8.02B → $8B (-$13.8M)

120.42% less ownership

Funds ownership: 183.77% → 63.35% (-120%)

Holders
523
Holders Change
+92
Holders Change %
+21.35%
% of All Funds
7.63%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
157
Increased
173
Reduced
154
Closed
58
Calls
$1.13B
Puts
$665M
Net Calls
+$464M
Net Calls Change
+$99.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$664M
2
Artisan Partners
Artisan Partners
Wisconsin
+$99M
3
BlackRock
BlackRock
New York
+$74.5M
4
Ameriprise
Ameriprise
Minnesota
+$64.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$63.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
2
American Century Companies
American Century Companies
Missouri
-$78.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$70M
4
DCM
Driehaus Capital Management
Illinois
-$68.7M
5
Millennium Management
Millennium Management
New York
-$66M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
576
VitalStone Financial
Texas
– -$3K -57 Closed
HPC
577
HM Payson & Co
Maine
– -$3.09K -54 Closed
BAAM
578
Baker Avenue Asset Management
California
– -$1.89K -33 Closed
GBT
579
Grove Bank & Trust
Florida
– -$1.89K -33 Closed
CA
580
Centerpoint Advisors
Massachusetts
– -$1K -18 Closed
PVH
581
Psagot Value Holdings
Israel
– +$160 +3 New
20 21 22 23
24

CELH Hedge Fund Activity: Q4 2023 in Review

523 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Celsius Holdings (CELH) for Q4 2023, worth a combined $8B — down 0.17% from $8.02B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new CELH positions and 58 closed out — a net gain of 99 holders — while 173 added to existing stakes and 154 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $664M. The largest seller was Fidelity Investments, cutting an estimated $311M.

  • 523 institutional investors held Celsius Holdings (CELH) as of Q4 2023, up from 431 in Q3 2023.
  • Funds reported $8B of Celsius Holdings stock for Q4 2023, down 0.17% quarter-over-quarter.
  • 157 funds opened new Celsius Holdings positions in Q4 2023 and 58 closed out, a net change of +99 holders.
  • The largest Celsius Holdings buyer in Q4 2023 was JP Morgan Chase, an estimated $664M added.
  • The largest Celsius Holdings seller in Q4 2023 was Fidelity Investments, an estimated $311M sold.

Based on aggregated 13F filings for Q4 2023.