Celsius Holdings
CELH
318 hedge funds and large institutions have $4.51B invested in Celsius Holdings in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 29 closing their positions.
107% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 29
32% more call options, than puts
Call options by funds: $410M | Put options by funds: $312M
18% more capital invested
Capital invested by funds: $3.83B → $4.51B (+$677M)
9% more funds holding
Funds holding: 293 → 318 (+25)
3.01% more ownership
Funds ownership: 167.81% → 170.81% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.8M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$31.3M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$29.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$27.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$63.2M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$55M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$27.1M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$26.3M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$23.2M |
CELH Hedge Fund Activity: Q4 2022 in Review
318 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Celsius Holdings (CELH) for Q4 2022, worth a combined $4.51B — up 18% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new CELH positions and 29 closed out — a net gain of 31 holders — while 115 added to existing stakes and 116 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $75.8M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $63.2M sold.
- 318 institutional investors held Celsius Holdings (CELH) as of Q4 2022, up from 293 in Q3 2022.
- Funds reported $4.51B of Celsius Holdings stock for Q4 2022, up 18% quarter-over-quarter.
- 60 funds opened new Celsius Holdings positions in Q4 2022 and 29 closed out, a net change of +31 holders.
- The largest Celsius Holdings buyer in Q4 2022 was Fidelity Investments, an estimated $75.8M added.
- The largest Celsius Holdings seller in Q4 2022 was William Blair Investment Management, an estimated $63.2M sold.
Based on aggregated 13F filings for Q4 2022.