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CET

Central Securities Corp
CET

81 hedge funds and large institutions have $137M invested in Central Securities Corp in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $111M → $137M (+$25.2M)

1.55% more ownership

Funds ownership: 9.35% → 10.9% (+1.5%)

1% more funds holding

Funds holding: 80 → 81 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
23
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$23.8M
2
UBS Group
UBS Group
Switzerland
+$1.94M
3
Morgan Stanley
Morgan Stanley
New York
+$1.25M
4
KAS
Kestra Advisory Services
Texas
+$711K
5
VA
Vident Advisory
Georgia
+$336K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$3.43M
2
1CP
1607 Capital Partners
Virginia
-$2.07M
3
AC
Almitas Capital
California
-$2.07M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$768K
5
LSC
Logan Stone Capital
Illinois
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.2M +$5.23K +124 +0.5%
BBHC
27
Brown Brothers Harriman & Co
New York
$983K – – –
FWM
28
FFT Wealth Management
Pennsylvania
$951K +$50.4K +1,194 +6%
Stifel Financial
29
Stifel Financial
Missouri
$942K – – –
COLIM
30
City of London Investment Management
United Kingdom
$905K -$556K -13,174 -39%
IFWM
31
Institute for Wealth Management
Colorado
$870K – – –
SCI
32
S&CO Inc
Massachusetts
$800K – – –
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$791K +$121K +2,860 +19%
KAS
34
Kestra Advisory Services
Texas
$742K +$711K +16,848 New
First Manhattan
35
First Manhattan
New York
$730K -$16.6K -394 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$696K +$29.6K +702 +5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$650K – – –
FWM
38
FMFE Wealth Management
New York
$602K – – –
DT
39
Diversified Trust
Tennessee
$586K – – –
GC
40
Guggenheim Capital
Illinois
$580K +$121K +2,872 +28%
CSC
41
Caldwell Sutter Capital
California
$574K +$281K +6,672 +105%
Osaic Holdings
42
Osaic Holdings
Arizona
$492K -$159K -3,768 -25%
NRS
43
Neville Rodie & Shaw
New York
$484K – – –
MIC
44
Meridian Investment Counsel
California
$454K – – –
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$389K – – –
Wells Fargo
46
Wells Fargo
California
$371K -$24.7K -586 -7%
AWM
47
Accel Wealth Management
Iowa
$351K +$1.52K +36 +0.5%
VA
48
Vident Advisory
Georgia
$350K +$336K +7,956 New
LCM
49
Landscape Capital Management
New Jersey
$344K -$128K -3,036 -28%
PAG
50
Private Advisor Group
New Jersey
$322K +$309K +7,320 New
1
2
3 4

CET Hedge Fund Activity: Q2 2024 in Review

81 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Central Securities Corp (CET) for Q2 2024, worth a combined $137M — up 23% from $111M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CET positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $23.8M. The largest seller was Shaker Financial Services, cutting an estimated $3.43M.

  • 81 institutional investors held Central Securities Corp (CET) as of Q2 2024, up from 80 in Q1 2024.
  • Funds reported $137M of Central Securities Corp stock for Q2 2024, up 23% quarter-over-quarter.
  • 9 funds opened new Central Securities Corp positions in Q2 2024 and 6 closed out, a net change of +3 holders.
  • The largest Central Securities Corp buyer in Q2 2024 was Atlas Wealth, an estimated $23.8M added.
  • The largest Central Securities Corp seller in Q2 2024 was Shaker Financial Services, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2024.