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62 hedge funds and large institutions have $166M invested in Cosan in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

0.02% more ownership

Funds ownership: 0.63%0.65% (+0.02%)

5% less funds holding

Funds holding: 6562 (-3)

6% less capital invested

Capital invested by funds: $177M → $166M (-$10.8M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
51
Prestige Wealth Management Group
New Jersey
$2.12K
BTI
52
Blue Trust Inc
Georgia
$2K -$46 -3 -3%
GWM
53
Geneos Wealth Management
Colorado
$1.75K
MA
54
Montag & Associates
Georgia
$1.7K
TFA
55
Toth Financial Advisory
Virginia
$1.36K
CA
56
Crewe Advisors
Utah
$1.03K +$46 +3 +4%
RA
57
Rise Advisors
New York
$1.02K
FHA
58
First Horizon Advisors
Tennessee
$828 +$931 +61 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$761 +$854 +56 New
JWA
60
JFS Wealth Advisors
Pennsylvania
$626 +$153 +10 +28%
IA
61
IFP Advisors
Florida
$353
TWD
62
True Wealth Design
Ohio
$41
KI
63
Kapitalo Investimentos
Brazil
-$2.28M -152,709 Closed
BBP
64
Banco BTG Pactual
Brazil
-$1.19M -80,027 Closed
VIA
65
Vident Investment Advisory
Georgia
-$430K -28,788 Closed
UBS AM
66
UBS AM
Illinois
-$123K -10,408 Closed
QT
67
Quantbot Technologies
New York
-$79.1K -5,302 Closed
SGDR
68
SPX Gestao de Recursos
Brazil
-$38.4K -2,575 Closed
NA
69
NewEdge Advisors
Louisiana
-$3.77K -253 Closed
TRCT
70
Tower Research Capital (TRC)
New York
-$3.71K -249 Closed
YAL
71
Your Advocates Ltd
Texas
-$3.13K -210 Closed

CSAN Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cosan (CSAN) for Q3 2023, worth a combined $166M — down 6.1% from $177M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CSAN and 6 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 22 added.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $4.35M. The largest seller was Morgan Stanley, cutting an estimated $6.01M.

  • 62 institutional investors held Cosan (CSAN) as of Q3 2023, down from 65 in Q2 2023.
  • Funds reported $166M of Cosan stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 6 funds opened new Cosan positions in Q3 2023 and 9 closed out, a net change of -3 holders.
  • The largest Cosan buyer in Q3 2023 was Itau Unibanco Holding S.A., an estimated $4.35M added.
  • The largest Cosan seller in Q3 2023 was Morgan Stanley, an estimated $6.01M sold.

Based on aggregated 13F filings for Q3 2023.