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CSP Inc
CSPI

Overview Fund Activity

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.

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

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$125K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$602K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$602K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.22M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
2
BlackRock
2
BlackRock
New York
$120K
3
VWA
3
Visionary Wealth Advisors
Illinois
$3.75M
4
Bank of America
4
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
1
Visionary Wealth Advisors
Illinois
$3.75M 275,996 -241 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.65M 268,958 +3,374 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.73M 200,690 +9,652 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.22M 162,963 +3,900 +2%
BCM
5
Bridgeway Capital Management
Texas
$639K 47,100 – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$602K 44,389 +5,000 +13%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$602K 44,389 +5,000 +13%
IWC
8
Integrated Wealth Concepts
Massachusetts
$414K 30,472 – –
DWM
9
Dakota Wealth Management
Florida
$330K 24,250 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$156K 11,502 – –
State Street
11
State Street
Massachusetts
$145K 10,694 – –
Morgan Stanley
12
Morgan Stanley
New York
$125K 9,230 +8,530 +1,219%
BlackRock
13
BlackRock
New York
$120K 8,808 -1,201 -12%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$54K 4,000 – –
TRCT
15
Tower Research Capital (TRC)
New York
$18K 1,294 +121 +10%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.07K 79 +1 +1%
Wells Fargo
17
Wells Fargo
California
$313 23 +1 +5%
UBS Group
18
UBS Group
Switzerland
– – -1,929 Closed
Bank of America
19
Bank of America
North Carolina
– – -8 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –