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Consumer Portfolio Services

49 hedge funds and large institutions have $115M invested in Consumer Portfolio Services in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

16% more capital invested

Capital invested by funds: $99.2M → $115M (+$16.2M)

6% more call options, than puts

Call options by funds: $17K | Put options by funds: $16K

0.06% more ownership

Funds ownership: 49.57%49.63% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 5349 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
19
Reduced
13
Closed
8
Calls
$17K
Puts
$16K
Net Calls
+$1K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BDCM
1
Black Diamond Capital Management
Connecticut
$55.7M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.3M +$12.4K +1,213 +0.1%
BlackRock
3
BlackRock
New York
$6.83M -$29.1K -2,843 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.75M +$13.1K +1,277 +0.2%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.43M -$160K -15,600 -4%
BCM
6
Bridgeway Capital Management
Texas
$4.26M +$3.08K +300 +0.1%
Allianz Asset Management
7
Allianz Asset Management
Germany
$3.63M
State Street
8
State Street
Massachusetts
$2.16M +$127K +12,401 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.1M +$24.7K +2,411 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.99M +$1.12M +109,383 +148%
EF
11
Empowered Funds
Pennsylvania
$1.58M +$27.7K +2,700 +2%
VV
12
Verity & Verity
South Carolina
$1.31M +$1.24M +120,509 New
HAG
13
HighPoint Advisor Group
Illinois
$1.19M
Fisher Asset Management
14
Fisher Asset Management
Washington
$1.11M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1M -$3.68K -359 -0.4%
Northern Trust
16
Northern Trust
Illinois
$931K +$60.3K +5,882 +7%
American Century Companies
17
American Century Companies
Missouri
$805K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$561K -$17.4K -1,694 -3%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$338K
JP Morgan Chase
20
JP Morgan Chase
New York
$317K +$258K +25,124 +620%
Goldman Sachs
21
Goldman Sachs
New York
$293K +$85.9K +8,379 +45%
Morgan Stanley
22
Morgan Stanley
New York
$291K -$58.6K -5,717 -18%
Charles Schwab
23
Charles Schwab
California
$271K -$1.24M -120,509 -83%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$162K -$2.43K -237 -2%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$161K -$36.1K -3,517 -19%

CPSS Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Consumer Portfolio Services (CPSS) for Q4 2024, worth a combined $115M — up 16% from $99.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CPSS and 4 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Verity & Verity, opening a new position worth an estimated $1.24M. The largest seller was Charles Schwab, cutting an estimated $1.24M.

  • 49 institutional investors held Consumer Portfolio Services (CPSS) as of Q4 2024, down from 53 in Q3 2024.
  • Funds reported $115M of Consumer Portfolio Services stock for Q4 2024, up 16% quarter-over-quarter.
  • 4 funds opened new Consumer Portfolio Services positions in Q4 2024 and 8 closed out, a net change of -4 holders.
  • The largest Consumer Portfolio Services buyer in Q4 2024 was Verity & Verity, an estimated $1.24M added.
  • The largest Consumer Portfolio Services seller in Q4 2024 was Charles Schwab, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.