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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$664M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$99M |
| 3 |
BlackRock
New York
|
+$74.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$64.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$63.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$311M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$78.6M |
| 3 |
Two Sigma Investments
New York
|
-$70M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$68.7M |
| 5 |
Millennium Management
New York
|
-$66M |
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.