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CVSA

Covista Inc

199 hedge funds and large institutions have $1.45B invested in Covista Inc in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

4% more funds holding

Funds holding: 191199 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.29% less ownership

Funds ownership: 96.9%96.61% (-0.29%)

14% less capital invested

Capital invested by funds: $1.69B → $1.45B (-$241M)

28% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 78

42% less call options, than puts

Call options by funds: $440K | Put options by funds: $759K

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
56
Reduced
78
Closed
21
Calls
$440K
Puts
$759K
Net Calls
-$319K
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Smithfield Trust
Pennsylvania
$5K
Bessemer Group
177
Bessemer Group
New Jersey
$5K +$1.48K +37 +34%
QCG
178
Quadrant Capital Group
Ohio
$4.88K +$680 +17 +14%
VCM
179
Versant Capital Management
Arizona
$4.67K +$520 +13 +11%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$4.53K
VNA
181
Valley National Advisers
Pennsylvania
$4K
LC
182
Lindbrook Capital
California
$2.88K
JWA
183
JFS Wealth Advisors
Pennsylvania
$1.58K
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$1.54K
JWM
185
Janiczek Wealth Management
Colorado
$1.3K
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$1.2K
FCAG
187
First Capital Advisors Group
New Jersey
$859 +$1K +25 New
MCM
188
Manchester Capital Management
Vermont
$756
RFG
189
RFP Financial Group
Georgia
$652
BIA
190
Bell Investment Advisors
California
$481
AF
191
Advisornet Financial
Minnesota
$446
DI
192
Disciplined Investments
Oklahoma
$378
SIC
193
SJS Investment Consulting
Ohio
$344
GRP
194
Global Retirement Partners
California
$275 -$440 -11 -58%
AWM
195
Abound Wealth Management
Tennessee
$207 +$240 +6 New
GWS
196
Glassman Wealth Services
Virginia
$206
TWP
197
TFO Wealth Partners
Ohio
$103
Comerica Bank
198
Comerica Bank
Texas
$1 +$720K +17,996 New
Jacobs Levy Equity Management
199
Jacobs Levy Equity Management
New Jersey
-$4.82M -124,677 Closed
WG
200
Winton Group
United Kingdom
-$1.23M -31,835 Closed

CVSA Hedge Fund Activity: Q2 2023 in Review

199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Covista Inc (CVSA) for Q2 2023, worth a combined $1.45B — down 14% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CVSA positions and 21 closed out — a net gain of 8 holders — while 56 added to existing stakes and 78 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $22.1M. The largest seller was Fidelity Investments, cutting an estimated $61M.

  • 199 institutional investors held Covista Inc (CVSA) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.45B of Covista Inc stock for Q2 2023, down 14% quarter-over-quarter.
  • 29 funds opened new Covista Inc positions in Q2 2023 and 21 closed out, a net change of +8 holders.
  • The largest Covista Inc buyer in Q2 2023 was SG Capital Management, an estimated $22.1M added.
  • The largest Covista Inc seller in Q2 2023 was Fidelity Investments, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2023.