Cirrus Logic
CRUS
365 hedge funds and large institutions have $4.44B invested in Cirrus Logic in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 51 closing their positions.
92% more call options, than puts
Call options by funds: $25.4M | Put options by funds: $13.2M
28% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 114
11% more capital invested
Capital invested by funds: $4.01B → $4.44B (+$430M)
2% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 51
0.53% less ownership
Funds ownership: 89.54% → 89.01% (-0.53%)
1% less funds holding
Funds holding: 367 → 365 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$49.1M |
| 2 |
BlackRock
New York
|
+$36.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$34.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$121M |
| 2 |
Millennium Management
New York
|
-$41.3M |
| 3 |
Morgan Stanley
New York
|
-$36.8M |
| 4 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
-$27.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.5M |
CRUS Hedge Fund Activity: Q1 2024 in Review
365 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cirrus Logic (CRUS) for Q1 2024, worth a combined $4.44B — up 11% from $4.01B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new CRUS positions and 51 closed out — a net gain of 1 holder — while 146 added to existing stakes and 114 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $49.1M. The largest seller was Fidelity Investments, cutting an estimated $121M.
- 365 institutional investors held Cirrus Logic (CRUS) as of Q1 2024, down from 367 in Q4 2023.
- Funds reported $4.44B of Cirrus Logic stock for Q1 2024, up 11% quarter-over-quarter.
- 52 funds opened new Cirrus Logic positions in Q1 2024 and 51 closed out, a net change of +1 holder.
- The largest Cirrus Logic buyer in Q1 2024 was Fuller & Thaler Asset Management, an estimated $49.1M added.
- The largest Cirrus Logic seller in Q1 2024 was Fidelity Investments, an estimated $121M sold.
Based on aggregated 13F filings for Q1 2024.