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CTS Corp
CTS

199 hedge funds and large institutions have $1.23B invested in CTS Corp in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0.78% more ownership

Funds ownership: 92.88% → 93.66% (+0.78%)

1% more funds holding

Funds holding: 198 → 199 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $1.25B → $1.23B (-$23.4M)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
69
Reduced
74
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$18M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$13.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.28M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$28.8M
2
Goldman Sachs
Goldman Sachs
New York
-$6.91M
3
BlackRock
BlackRock
New York
-$6.02M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$2.8M
5
EARNEST Partners
EARNEST Partners
Georgia
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Avior Wealth Management
Nebraska
$5.84K +$6.03K +140 New
KFI
177
Key Financial Inc
Pennsylvania
$5.8K – – –
PFBT
178
Parkside Financial Bank & Trust
Missouri
$5.59K – – –
CFGS
179
Concourse Financial Group Securities
Alabama
$4.89K -$1.29K -30 -20%
ME
180
McIlrath & Eck
Washington
$4.72K – – –
PTC
181
Private Trust Company
Ohio
$4.72K – – –
HL
182
HeadInvest LLC
Maine
$4.19K +$4.31K +100 New
Creative Planning
183
Creative Planning
Kansas
$4.17K +$4.31K +100 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$3.38K – – –
HNB
185
Huntington National Bank
Ohio
$2.92K – – –
IA
186
IFP Advisors
Florida
$2.88K – – –
CWC
187
Carolinas Wealth Consulting
North Carolina
$2.36K -$86 -2 -3%
BIA
188
Bell Investment Advisors
California
$2.25K +$1.08K +25 +86%
Bessemer Group
189
Bessemer Group
New Jersey
$2K +$1.38K +32 +119%
FCA
190
FinTrust Capital Advisors
South Carolina
$1.71K -$689 -16 -28%
AF
191
Allworth Financial
California
$1.29K +$344 +8 +35%
LC
192
Lindbrook Capital
California
$1.25K +$1.29K +30 New
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$1.04K – – –
SFG
194
Steward Financial Group
Texas
$1K +$1.33K +31 New
GWS
195
Glassman Wealth Services
Virginia
$751 – – –
BCMLT
196
Beacon Capital Management LLC (Tennessee)
Tennessee
$429 – – –
FFA
197
Farther Finance Advisors
California
$376 – – –
AWM
198
Abound Wealth Management
Tennessee
$334 – – –
ECM
199
Everence Capital Management
Indiana
$251 – – –
HF
200
HRT Financial
New York
– -$1.73M -40,635 Closed
5 6 7
8
9

CTS Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CTS Corp (CTS) for Q3 2023, worth a combined $1.23B — down 1.9% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CTS positions and 15 closed out — a net gain of 1 holder — while 69 added to existing stakes and 74 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $18M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $28.8M.

  • 199 institutional investors held CTS Corp (CTS) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.23B of CTS Corp stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 16 funds opened new CTS Corp positions in Q3 2023 and 15 closed out, a net change of +1 holder.
  • The largest CTS Corp buyer in Q3 2023 was Fiduciary Management Inc, an estimated $18M added.
  • The largest CTS Corp seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2023.