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CSP Inc
CSPI

17 hedge funds and large institutions have $9.68M invested in CSP Inc in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

13% more funds holding

Funds holding: 15 → 17 (+2)

0.52% less ownership

Funds ownership: 50.68% → 50.16% (-0.52%)

2% less capital invested

Capital invested by funds: $9.9M → $9.68M (-$219K)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VWA
Visionary Wealth Advisors
Illinois
+$88.2K
2
TRCT
Tower Research Capital (TRC)
New York
+$8.27K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.19K
4
UBS Group
UBS Group
Switzerland
+$6.87K
5
BlackRock
BlackRock
New York
+$3.97K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$133K
2
Renaissance Technologies
Renaissance Technologies
New York
-$56.7K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.55K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$2.38M +$88.2K +20,400 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.32M -$133K -30,758 -6%
Renaissance Technologies
3
Renaissance Technologies
New York
$1.82M -$56.7K -13,110 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.72M -$1.55K -358 -0.1%
BCM
5
Bridgeway Capital Management
Texas
$414K – – –
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$302K – – –
IWC
7
Integrated Wealth Concepts
Massachusetts
$268K – – –
DWM
8
Dakota Wealth Management
Florida
$213K – – –
BlackRock
9
BlackRock
New York
$103K +$3.97K +918 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$91K – – –
JP Morgan Chase
11
JP Morgan Chase
New York
$18K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$10K +$8.27K +1,914 +523%
UBS Group
13
UBS Group
Switzerland
$8K +$6.87K +1,590 +491%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7K +$7.19K +1,664 New
Morgan Stanley
15
Morgan Stanley
New York
$6K – – –
Bank of America
16
Bank of America
North Carolina
– +$449 +104 New

CSPI Hedge Fund Activity: Q4 2021 in Review

17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CSP Inc (CSPI) for Q4 2021, worth a combined $9.68M — down 2.2% from $9.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CSPI positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Visionary Wealth Advisors, adding an estimated $88.2K. The largest seller was Dimensional Fund Advisors, cutting an estimated $133K.

  • 17 institutional investors held CSP Inc (CSPI) as of Q4 2021, up from 15 in Q3 2021.
  • Funds reported $9.68M of CSP Inc stock for Q4 2021, down 2.2% quarter-over-quarter.
  • 2 funds opened new CSP Inc positions in Q4 2021 and 0 closed out, a net change of +2 holders.
  • The largest CSP Inc buyer in Q4 2021 was Visionary Wealth Advisors, an estimated $88.2K added.
  • The largest CSP Inc seller in Q4 2021 was Dimensional Fund Advisors, an estimated $133K sold.

Based on aggregated 13F filings for Q4 2021.