Cosan
CSAN
75 hedge funds and large institutions have $122M invested in Cosan in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
4% more funds holding
Funds holding: 72 → 75 (+3)
0.02% less ownership
Funds ownership: 0.69% → 0.67% (-0.02%)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
27% less capital invested
Capital invested by funds: $167M → $122M (-$45.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Moon Capital Management
New York
|
+$7.22M |
| 2 |
KI
Kapitalo Investimentos
Sao Paulo,
Brazil
|
+$6.62M |
| 3 |
BlackRock
New York
|
+$3.11M |
| 4 |
HIG
Herr Investment Group
Austin,
Texas
|
+$2.44M |
| 5 |
D.E. Shaw & Co
New York
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Martin Currie
Edinburgh,
United Kingdom
|
-$12.7M |
| 2 |
Morgan Stanley
New York
|
-$5.06M |
| 3 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$4.39M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.17M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIS
76
Custom Index Systems
New York
| – | -$361K | -27,841 | Closed |
|
|
YIH
77
Y-Intercept (HK)
Hong Kong
| – | -$175K | -13,536 | Closed |
|
78
Two Sigma Investments
New York
| – | -$163K | -12,600 | Closed |
|
|
EI
79
Ethic Inc
New York
| – | -$136K | -10,531 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$10.4K | -802 | Closed |
|
|
TFA
81
Toth Financial Advisory
Leesburg,
Virginia
| – | -$1.29K | -100 | Closed |
|
|
AWM
82
Avior Wealth Management
Omaha,
Nebraska
| – | -$854 | -66 | Closed |
|
|
RA
83
Rise Advisors
Rochester,
New York
| – | -$516 | -40 | Closed |
|
84
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$337 | -26 | Closed |
|
CSAN Hedge Fund Activity: Q2 2024 in Review
75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cosan (CSAN) for Q2 2024, worth a combined $122M — down 27% from $167M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CSAN positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Moon Capital Management, adding an estimated $7.22M. The largest seller was Martin Currie, cutting an estimated $12.7M.
- 75 institutional investors held Cosan (CSAN) as of Q2 2024, up from 72 in Q1 2024.
- Funds reported $122M of Cosan stock for Q2 2024, down 27% quarter-over-quarter.
- 13 funds opened new Cosan positions in Q2 2024 and 9 closed out, a net change of +4 holders.
- The largest Cosan buyer in Q2 2024 was Moon Capital Management, an estimated $7.22M added.
- The largest Cosan seller in Q2 2024 was Martin Currie, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2024.