Cosan
CSAN
71 hedge funds and large institutions have $211M invested in Cosan in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
27% more capital invested
Capital invested by funds: $166M → $211M (+$45.3M)
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
15% more funds holding
Funds holding: 62 → 71 (+9)
0.07% more ownership
Funds ownership: 0.65% → 0.72% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.7M |
| 2 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$3.4M |
| 3 |
BMSSC
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
+$1.34M |
| 4 |
KI
Kapitalo Investimentos
Sao Paulo,
Brazil
|
+$566K |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$4.3M |
| 2 |
Millennium Management
New York
|
-$3.05M |
| 3 |
Renaissance Technologies
New York
|
-$2.33M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$868K |
| 5 |
Jane Street
New York
|
-$634K |
CSAN Hedge Fund Activity: Q4 2023 in Review
71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cosan (CSAN) for Q4 2023, worth a combined $211M — up 27% from $166M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CSAN positions and 6 closed out — a net gain of 9 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.7M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $4.3M sold.
- 71 institutional investors held Cosan (CSAN) as of Q4 2023, up from 62 in Q3 2023.
- Funds reported $211M of Cosan stock for Q4 2023, up 27% quarter-over-quarter.
- 15 funds opened new Cosan positions in Q4 2023 and 6 closed out, a net change of +9 holders.
- The largest Cosan buyer in Q4 2023 was Morgan Stanley, an estimated $22.7M added.
- The largest Cosan seller in Q4 2023 was Westwood Holdings Group, an estimated $4.3M sold.
Based on aggregated 13F filings for Q4 2023.