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CSP Inc
CSPI

17 hedge funds and large institutions have $15.5M invested in CSP Inc in 2023 Q1 according to their latest regulatory filings, with funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

95% more capital invested

Capital invested by funds: $7.99M → $15.5M (+$7.56M)

1.41% more ownership

Funds ownership: 48.8% → 50.21% (+1.4%)

11% less funds holding

Funds holding: 19 → 17 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$110K
2
Morgan Stanley
Morgan Stanley
New York
+$96.8K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$56.8K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.8K
5
Renaissance Technologies
Renaissance Technologies
New York
+$44.3K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$18.2K
2
BlackRock
BlackRock
New York
-$13.6K
3
VWA
Visionary Wealth Advisors
Illinois
-$2.74K
4
Bank of America
Bank of America
North Carolina
-$76
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$3.75M -$2.74K -482 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.65M +$38.3K +6,748 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.73M +$110K +19,304 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.21M +$44.3K +7,800 +2%
BCM
5
Bridgeway Capital Management
Texas
$639K – – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$602K +$56.8K +10,000 +13%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$602K +$56.8K +10,000 +13%
IWC
8
Integrated Wealth Concepts
Massachusetts
$414K – – –
DWM
9
Dakota Wealth Management
Florida
$330K – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$156K – – –
State Street
11
State Street
Massachusetts
$145K – – –
Morgan Stanley
12
Morgan Stanley
New York
$125K +$96.8K +17,060 +1,219%
BlackRock
13
BlackRock
New York
$120K -$13.6K -2,402 -12%
JP Morgan Chase
14
JP Morgan Chase
New York
$54K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$18K +$1.37K +242 +10%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.07K +$11 +2 +1%
Wells Fargo
17
Wells Fargo
California
$313 +$11 +2 +5%
UBS Group
18
UBS Group
Switzerland
– -$18.2K -3,858 Closed
Bank of America
19
Bank of America
North Carolina
– -$76 -16 Closed

CSPI Hedge Fund Activity: Q1 2023 in Review

17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CSP Inc (CSPI) for Q1 2023, worth a combined $15.5M — up 95% from $7.99M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CSPI and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $110K. The largest seller was UBS Group, exiting entirely with an estimated $18.2K sold.

  • 17 institutional investors held CSP Inc (CSPI) as of Q1 2023, down from 19 in Q4 2022.
  • Funds reported $15.5M of CSP Inc stock for Q1 2023, up 95% quarter-over-quarter.
  • 0 funds opened new CSP Inc positions in Q1 2023 and 2 closed out, a net change of -2 holders.
  • The largest CSP Inc buyer in Q1 2023 was Vanguard Group, an estimated $110K added.
  • The largest CSP Inc seller in Q1 2023 was UBS Group, an estimated $18.2K sold.

Based on aggregated 13F filings for Q1 2023.