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CPI Card Group

57 hedge funds and large institutions have $41.3M invested in CPI Card Group in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

10% more funds holding

Funds holding: 5257 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 22.06%20.31% (-1.8%)

15% less capital invested

Capital invested by funds: $48.5M → $41.3M (-$7.16M)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
13
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$206K
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$197K -$89.8K -4,929 -31%
Invesco
28
Invesco
Georgia
$195K +$198K +10,896 New
AC
29
Aristeia Capital
Connecticut
$190K +$194K +10,644 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$178K -$21.2K -1,166 -10%
Morgan Stanley
31
Morgan Stanley
New York
$161K -$275K -15,111 -63%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$84.8K +$1.82K +100 +2%
Victory Capital Management
33
Victory Capital Management
Texas
$80.9K +$82.5K +4,531 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$72.1K
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$66.5K +$5.88K +323 +10%
Barclays
36
Barclays
United Kingdom
$53.3K -$54.2K -2,976 -50%
AIG
37
American International Group
New York
$37.5K -$328 -18 -0.9%
JP Morgan Chase
38
JP Morgan Chase
New York
$32.6K -$17K -931 -34%
2C
39
272 Capital
Texas
$28K -$243K -13,365 -89%
Wells Fargo
40
Wells Fargo
California
$26.5K +$3.7K +203 +16%
Bank of America
41
Bank of America
North Carolina
$19.1K -$79.9K -4,386 -80%
TCPG
42
Trivant Custom Portfolio Group
California
$16.1K -$12.7K -700 -44%
TRCT
43
Tower Research Capital (TRC)
New York
$15.5K +$2.73K +150 +21%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$12.8K -$11.3K -620 -46%
Citigroup
45
Citigroup
New York
$12.7K +$2K +110 +18%
Osaic Holdings
46
Osaic Holdings
Arizona
$12.2K
Legal & General Group
47
Legal & General Group
United Kingdom
$8.91K
Deutsche Bank
48
Deutsche Bank
Germany
$7.77K
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$7.64K -$4.97K -273 -39%
AIP
50
Ameritas Investment Partners
Nebraska
$6.27K

PMTS Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CPI Card Group (PMTS) for Q1 2024, worth a combined $41.3M — down 15% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMTS positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.78M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $3.07M.

  • 57 institutional investors held CPI Card Group (PMTS) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $41.3M of CPI Card Group stock for Q1 2024, down 15% quarter-over-quarter.
  • 8 funds opened new CPI Card Group positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest CPI Card Group buyer in Q1 2024 was Goldman Sachs, an estimated $2.78M added.
  • The largest CPI Card Group seller in Q1 2024 was Hotchkis & Wiley Capital Management, an estimated $3.07M sold.

Based on aggregated 13F filings for Q1 2024.