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CVSA

Covista Inc

244 hedge funds and large institutions have $1.93B invested in Covista Inc in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 94 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0% less funds holding

Funds holding: 245244 (-1)

2.51% less ownership

Funds ownership: 98.7%96.18% (-2.5%)

17% less capital invested

Capital invested by funds: $2.32B → $1.93B (-$388M)

19% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 94

22% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $13.5M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
244
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
42
Increased
76
Reduced
94
Closed
39
Calls
$10.6M
Puts
$13.5M
Net Calls
-$2.91M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$41.9K +$41.8K +800 New
C
202
Covestor
United Kingdom
$38K +$38.8K +743 +7,430%
TRCT
203
Tower Research Capital (TRC)
New York
$21.7K -$366K -6,998 -94%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$21K +$3.92K +75 +22%
GI
205
GAMMA Investing
California
$19.1K +$3.71K +71 +24%
EWA
206
EverSource Wealth Advisors
Alabama
$19K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$13K -$1.15K -22 -8%
PA
208
Parallel Advisors
California
$12.7K -$992 -19 -7%
SIS
209
Sound Income Strategies
Florida
$11.8K +$7.31K +140 +156%
GIA
210
GHP Investment Advisors
Colorado
$11.3K
EC
211
EntryPoint Capital
New York
$10.5K +$10.7K +205 New
LFA
212
LGT Financial Advisors
Texas
$9.56K
QCG
213
Quadrant Capital Group
Ohio
$8.79K -$8.88K -170 -50%
AF
214
Allworth Financial
California
$8.58K -$209 -4 -2%
Bessemer Group
215
Bessemer Group
New Jersey
$8K -$104 -2 -1%
MG
216
Mather Group
Illinois
$7.84K +$6.95K +133 New
PC
217
Promethos Capital
Massachusetts
$7.71K
PFC
218
Phocas Financial Corp
California
$7.36K +$1.01M +19,270 +16%
ST
219
Smithfield Trust
Pennsylvania
$7K
BCWM
220
Bartlett & Co Wealth Management
Ohio
$6.79K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$5.04K -$469K -8,980 -99%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$4.52K -$3.34K -64 -42%
LC
223
Lindbrook Capital
California
$4.32K
EBA
224
Eagle Bay Advisors
New York
$3.34K +$3.4K +65 New
FFA
225
Frazier Financial Advisors
Ohio
$3.08K +$1.31K +25 +71%

CVSA Hedge Fund Activity: Q1 2024 in Review

244 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Covista Inc (CVSA) for Q1 2024, worth a combined $1.93B — down 17% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CVSA positions and 39 closed out — a net gain of 3 holders — while 76 added to existing stakes and 94 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $35M.

  • 244 institutional investors held Covista Inc (CVSA) as of Q1 2024, down from 245 in Q4 2023.
  • Funds reported $1.93B of Covista Inc stock for Q1 2024, down 17% quarter-over-quarter.
  • 42 funds opened new Covista Inc positions in Q1 2024 and 39 closed out, a net change of +3 holders.
  • The largest Covista Inc buyer in Q1 2024 was Fidelity Investments, an estimated $22.4M added.
  • The largest Covista Inc seller in Q1 2024 was Fuller & Thaler Asset Management, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2024.