Central Securities Corp
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$23.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.94M |
| 3 |
Morgan Stanley
New York
|
+$1.25M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$711K |
| 5 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.43M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.07M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$2.07M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
-$768K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$694K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
76
Spire Wealth Management
Mclean,
Virginia
| $18.7K | – | – | – |
|
|
SSB
77
Sandy Spring Bank
Olney,
Maryland
| $15.2K | – | – | – |
|
|
NA
78
NewEdge Advisors
New Orleans,
Louisiana
| $10.9K | – | – | – |
|
|
FFA
79
Farther Finance Advisors
San Francisco,
California
| $9.78K | +$9.41K | +223 | New |
|
|
SPIA
80
Steward Partners Investment Advisory
New York
| $6.6K | -$8.18K | -194 | -56% |
|
|
S
81
SignatureFD
Atlanta,
Georgia
| $1.67K | – | – | – |
|
82
Comerica Bank
Dallas,
Texas
| $308 | -$1.9K | -45 | -87% |
|
|
AC
83
Almitas Capital
Santa Monica,
California
| – | -$2.07M | -49,605 | Closed |
|
|
LSC
84
Logan Stone Capital
Chicago,
Illinois
| – | -$694K | -16,615 | Closed |
|
|
SP
85
Stonebrook Private
Northville,
Michigan
| – | -$341K | -8,157 | Closed |
|
|
BTI
86
Blue Trust Inc
Alpharetta,
Georgia
| – | -$333K | -7,968 | Closed |
|
|
CA
87
CoreCap Advisors
Southfield,
Michigan
| – | -$72.1K | -1,726 | Closed |
|
88
US Bancorp
Minneapolis,
Minnesota
| – | -$4.3K | -103 | Closed |
|
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.