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CoStar Group

734 hedge funds and large institutions have $34.6B invested in CoStar Group in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 282 increasing their positions, 262 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 50

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

15% more capital invested

Capital invested by funds: $30.2B → $34.6B (+$4.47B)

7% more funds holding

Funds holding: 688734 (+46)

1.23% more ownership

Funds ownership: 95.99%97.21% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 262

7% more call options, than puts

Call options by funds: $74.6M | Put options by funds: $70.1M

Holders
734
Holders Change
+46
Holders Change %
+6.69%
% of All Funds
10.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.34%
New
104
Increased
282
Reduced
262
Closed
50
Calls
$74.6M
Puts
$70.1M
Net Calls
+$4.56M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
651
Bogart Wealth LLC
Virginia
$14.2K
AT
652
Avalon Trust
New Mexico
$13.4K
CAC
653
Core Alternative Capital
Georgia
$13.3K -$2.35K -29 -16%
MCM
654
MV Capital Management
Maryland
$12.1K -$243 -3 -2%
ADL
655
Asset Dedication LLC
California
$12K
FCA
656
FinTrust Capital Advisors
South Carolina
$11.1K +$10.3K +127 New
UFF
657
USA Financial Formulas
Michigan
$10.9K -$890 -11 -8%
GC
658
Gould Capital
Washington
$10.9K
JWM
659
Janiczek Wealth Management
Colorado
$10.4K +$4.7K +58 +95%
IA
660
IFP Advisors
Florida
$9.61K -$162 -2 -2%
JWA
661
JFS Wealth Advisors
Pennsylvania
$9.61K +$809 +10 +10%
DI
662
DAGCO Inc
Ohio
$9.44K +$8.74K +108 New
DWS
663
Dynamic Wealth Strategies
California
$9.44K +$8.74K +108 New
AGWCA
664
Annis Gardner Whiting Capital Advisors
Florida
$9.18K +$1.05K +13 +14%
GKIM
665
GW&K Investment Management
Massachusetts
$9K +$243 +3 +3%
CWP
666
Concord Wealth Partners
Virginia
$8.74K -$4.05K -50 -33%
OCM
667
Orion Capital Management
California
$8.74K
WBC
668
West Branch Capital
Massachusetts
$8.74K
FUBT
669
First United Bank & Trust
Maryland
$8.74K +$8.09K +100 New
AWM
670
Abound Wealth Management
Tennessee
$8.56K +$728 +9 +10%
CA
671
Clearstead Advisors
Ohio
$8.3K -$5.26K -65 -41%
TCWA
672
Turtle Creek Wealth Advisors
Texas
$8.3K +$7.69K +95 New
ST
673
Smithfield Trust
Pennsylvania
$8K
PWMG
674
Private Wealth Management Group
New Jersey
$7.95K +$7.37K +91 New
JFA
675
JNBA Financial Advisors
Minnesota
$7.69K

CSGP Hedge Fund Activity: Q4 2023 in Review

734 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CoStar Group (CSGP) for Q4 2023, worth a combined $34.6B — up 15% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new CSGP positions and 50 closed out — a net gain of 54 holders — while 282 added to existing stakes and 262 trimmed.

The largest buyer was BlackRock, adding an estimated $271M. The largest seller was Sands Capital Management, cutting an estimated $187M.

  • 734 institutional investors held CoStar Group (CSGP) as of Q4 2023, up from 688 in Q3 2023.
  • Funds reported $34.6B of CoStar Group stock for Q4 2023, up 15% quarter-over-quarter.
  • 104 funds opened new CoStar Group positions in Q4 2023 and 50 closed out, a net change of +54 holders.
  • The largest CoStar Group buyer in Q4 2023 was BlackRock, an estimated $271M added.
  • The largest CoStar Group seller in Q4 2023 was Sands Capital Management, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2023.