We are live on ! Find out more
PMTS icon

CPI Card Group

74 hedge funds and large institutions have $47M invested in CPI Card Group in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

9% less funds holding

Funds holding: 8174 (-7)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

41% less capital invested

Capital invested by funds: $79.4M → $47M (-$32.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $159K

Holders
74
Holders Change
-7
Holders Change %
-8.64%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
28
Reduced
21
Closed
17
Calls
Puts
$159K
Net Calls
-$159K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$354K
TCIM
27
TIAA CREF Investment Management
New York
$310K +$9.95K +433 +3%
IAM
28
Integre Asset Management
New York
$265K
Morgan Stanley
29
Morgan Stanley
New York
$265K +$227K +9,900 +346%
Charles Schwab
30
Charles Schwab
California
$234K +$12K +524 +5%
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$190K +$210K +9,154 New
OAM
32
Oxford Asset Management
United Kingdom
$184K +$203K +8,845 New
Goldman Sachs
33
Goldman Sachs
New York
$181K -$6.41K -279 -3%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$179K -$5.51K -240 -3%
TA
35
Teachers Advisors
New York
$179K +$44K +1,917 +28%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$168K -$9.65K -420 -5%
UBS Group
37
UBS Group
Switzerland
$162K -$16.3K -711 -8%
HCM
38
Highbridge Capital Management
New York
$143K +$158K +6,863 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$139K +$25.3K +1,100 +20%
JP Morgan Chase
40
JP Morgan Chase
New York
$133K +$147K +6,408 New
Swiss National Bank
41
Swiss National Bank
Switzerland
$113K
RJA
42
Raymond James & Associates
Florida
$109K +$68.7K +2,990 +133%
VKH
43
Virtu KCG Holdings
New York
$91K +$100K +4,364 New
Citigroup
44
Citigroup
New York
$88K +$22.2K +965 +29%
RC
45
RBF Capital
California
$85K
Wolverine Trading
46
Wolverine Trading
Illinois
$80K +$39.8K +1,731 +81%
Deutsche Bank
47
Deutsche Bank
Germany
$67K +$58.2K +2,535 +346%
Two Sigma Investments
48
Two Sigma Investments
New York
$61K -$94.6K -4,120 -58%
AIM
49
Acrospire Investment Management
Illinois
$53K +$58.9K +2,565 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$52K -$10K -437 -15%

PMTS Hedge Fund Activity: Q4 2016 in Review

74 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CPI Card Group (PMTS) for Q4 2016, worth a combined $47M — down 41% from $79.4M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PMTS and 12 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 28 added.

The largest buyer was Harvest Capital Strategies, opening a new position worth an estimated $2.98M. The largest seller was Capital World Investors, cutting an estimated $5.47M.

  • 74 institutional investors held CPI Card Group (PMTS) as of Q4 2016, down from 81 in Q3 2016.
  • Funds reported $47M of CPI Card Group stock for Q4 2016, down 41% quarter-over-quarter.
  • 12 funds opened new CPI Card Group positions in Q4 2016 and 17 closed out, a net change of -5 holders.
  • The largest CPI Card Group buyer in Q4 2016 was Harvest Capital Strategies, an estimated $2.98M added.
  • The largest CPI Card Group seller in Q4 2016 was Capital World Investors, an estimated $5.47M sold.

Based on aggregated 13F filings for Q4 2016.