CSP Inc
CSPI
35 hedge funds and large institutions have $52.5M invested in CSP Inc in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
104% more capital invested
Capital invested by funds: $25.7M → $52.5M (+$26.7M)
40% more funds holding
Funds holding: 25 → 35 (+10)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
25.83% less ownership
Funds ownership: 54.99% → 29.16% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.63M |
| 2 |
Millennium Management
New York
|
+$983K |
| 3 |
Goldman Sachs
New York
|
+$786K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$586K |
| 5 |
Man Group
London,
United Kingdom
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$600K |
| 2 |
ACA
Apis Capital Advisors
New York
|
-$576K |
| 3 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$473K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$470K |
| 5 |
JP Morgan Chase
New York
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $120K | -$126K | -7,853 | -55% |
|
27
UBS Group
Zurich,
Switzerland
| $101K | +$56.8K | +3,546 | +184% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $85K | -$480 | -30 | -0.6% |
|
29
Bank of America
Charlotte,
North Carolina
| $45.2K | +$39K | +2,438 | +30,475% |
|
30
Citigroup
New York
| $33K | +$28.6K | +1,786 | New |
|
31
Wells Fargo
San Francisco,
California
| $4.34K | +$2.99K | +187 | +390% |
|
32
Fidelity Investments
Boston,
Massachusetts
| $3.93K | -$112 | -7 | -3% |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $849 | +$736 | +46 | New |
|
|
FIA
34
FNY Investment Advisers
New York
| $20 | +$17.6K | +1,098 | New |
|
35
Macquarie Group
Sydney, NSW 2000,
Australia
| $3 | +$2.31K | +144 | New |
|
|
DWM
36
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$473K | -48,500 | Closed |
|
37
Barclays
London,
United Kingdom
| – | -$7.08K | -726 | Closed |
|
CSPI Hedge Fund Activity: Q1 2024 in Review
35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CSP Inc (CSPI) for Q1 2024, worth a combined $52.5M — up 104% from $25.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CSPI positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.63M. The largest seller was Integrated Wealth Concepts, cutting an estimated $600K.
- 35 institutional investors held CSP Inc (CSPI) as of Q1 2024, up from 25 in Q4 2023.
- Funds reported $52.5M of CSP Inc stock for Q1 2024, up 104% quarter-over-quarter.
- 12 funds opened new CSP Inc positions in Q1 2024 and 2 closed out, a net change of +10 holders.
- The largest CSP Inc buyer in Q1 2024 was Renaissance Technologies, an estimated $1.63M added.
- The largest CSP Inc seller in Q1 2024 was Integrated Wealth Concepts, an estimated $600K sold.
Based on aggregated 13F filings for Q1 2024.