We are live on ! Find out more
CSAN icon

Cosan
CSAN

66 hedge funds and large institutions have $305M invested in Cosan in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

34% more capital invested

Capital invested by funds: $227M → $305M (+$77.8M)

20% more funds holding

Funds holding: 55 → 66 (+11)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0.05% more ownership

Funds ownership: 0.77% → 0.82% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
17
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBP
Banco BTG Pactual
Brazil
+$7.79M
2
MC
Martin Currie
United Kingdom
+$7.57M
3
Citigroup
Citigroup
New York
+$7.29M
4
Bank of America
Bank of America
North Carolina
+$2.94M
5
Jane Street
Jane Street
New York
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$3.31M
2
Lazard Asset Management
Lazard Asset Management
New York
-$3.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.01M
4
CS
Credit Suisse
Switzerland
-$2.33M
5
VSI
Verde Servicos Internacionais
Brazil
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$118M -$3.01M -177,100 -3%
MC
2
Martin Currie
United Kingdom
$44M +$7.57M +445,645 +25%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$19.9M -$512K -30,140 -3%
Norges Bank
4
Norges Bank
Norway
$17.8M – – –
Lazard Asset Management
5
Lazard Asset Management
New York
$17.6M -$3.2M -188,686 -18%
Bank of America
6
Bank of America
North Carolina
$15.8M +$2.94M +173,208 +28%
BBP
7
Banco BTG Pactual
Brazil
$15M +$7.79M +458,743 +154%
Amundi
8
Amundi
France
$12.2M -$29.6K -1,744 -0.3%
Citigroup
9
Citigroup
New York
$8.6M +$7.29M +429,374 +8,546%
Morgan Stanley
10
Morgan Stanley
New York
$6.99M -$179K -10,541 -3%
State Street
11
State Street
Massachusetts
$6.3M -$3.31M -194,841 -38%
Jane Street
12
Jane Street
New York
$4.83M +$1.75M +103,350 +73%
Citadel Advisors
13
Citadel Advisors
Florida
$2.16M +$1.59M +93,837 +609%
PPA
14
Parametric Portfolio Associates
Washington
$1.67M +$15.6K +918 +1%
Invesco
15
Invesco
Georgia
$1.5M +$110K +6,469 +9%
DAM
16
Deltec Asset Management
New York
$1.44M – – –
VSI
17
Verde Servicos Internacionais
Brazil
$1.43M -$1.9M -111,646 -61%
AWA
18
Aaron Wealth Advisors
Illinois
$1.34M +$452K +26,611 New
ClearBridge Investments
19
ClearBridge Investments
New York
$1.21M -$1.09M -64,123 -51%
KCGDR
20
Kiron Capital Gestao de Recursos
Brazil
$953K – – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$771K +$291K +17,139 +79%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$619K -$27.2K -1,600 -5%
OC
23
Oppenheimer & Co
New York
$498K +$427K +25,129 New
EI
24
Ethic Inc
New York
$477K +$238K +14,035 +140%
AWM
25
Altium Wealth Management
New York
$408K -$122K -7,205 -26%
1
2 3

CSAN Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cosan (CSAN) for Q1 2022, worth a combined $305M — up 34% from $227M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CSAN positions and 5 closed out — a net gain of 12 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Banco BTG Pactual, adding an estimated $7.79M. The largest seller was State Street, cutting an estimated $3.31M.

  • 66 institutional investors held Cosan (CSAN) as of Q1 2022, up from 55 in Q4 2021.
  • Funds reported $305M of Cosan stock for Q1 2022, up 34% quarter-over-quarter.
  • 17 funds opened new Cosan positions in Q1 2022 and 5 closed out, a net change of +12 holders.
  • The largest Cosan buyer in Q1 2022 was Banco BTG Pactual, an estimated $7.79M added.
  • The largest Cosan seller in Q1 2022 was State Street, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2022.