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CPI Card Group

52 hedge funds and large institutions have $45.9M invested in CPI Card Group in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

1.73% more ownership

Funds ownership: 19.96%21.69% (+1.7%)

9% less funds holding

Funds holding: 5752 (-5)

13% less capital invested

Capital invested by funds: $53.1M → $45.9M (-$7.14M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Steamboat Capital Partners
New York
$7.92M -$1.76M -82,384 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.08M +$351K +16,464 +5%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$4.89M +$5.62M +263,880 New
BlackRock
4
BlackRock
New York
$4.68M +$296K +13,889 +6%
UBS Group
5
UBS Group
Switzerland
$3.17M +$408K +19,135 +13%
VCM
6
Vector Capital Management
California
$2.59M
KA
7
Kerrisdale Advisers
Florida
$2.18M +$700K +32,871 +39%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.66M +$14.9K +699 +0.8%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$1.35M +$252K +11,811 +19%
State Street
10
State Street
Massachusetts
$1.24M +$32.6K +1,528 +2%
WSL
11
Western Standard LLC
California
$970K +$847K +39,742 +314%
Marshall Wace
12
Marshall Wace
United Kingdom
$838K +$264K +12,380 +38%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$804K +$458K +21,500 +98%
FCH
14
Freestone Capital Holdings
Washington
$741K
Two Sigma Investments
15
Two Sigma Investments
New York
$713K -$62.2K -2,918 -7%
Northern Trust
16
Northern Trust
Illinois
$666K -$767 -36 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$519K +$598K +28,039 New
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$431K +$164K +7,712 +50%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$409K
N
20
Nuveen
North Carolina
$396K
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$356K -$280K -13,130 -41%
PM
22
Pembroke Management
Quebec, Canada
$332K
Squarepoint
23
Squarepoint
New York
$316K +$156K +7,315 +75%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$303K -$165K -7,756 -32%
DA
25
Denali Advisors
California
$276K +$93.8K +4,400 +42%

PMTS Hedge Fund Activity: Q3 2023 in Review

52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CPI Card Group (PMTS) for Q3 2023, worth a combined $45.9M — down 13% from $53.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PMTS and 7 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $5.62M. The largest seller was Steamboat Capital Partners, cutting an estimated $1.76M.

  • 52 institutional investors held CPI Card Group (PMTS) as of Q3 2023, down from 57 in Q2 2023.
  • Funds reported $45.9M of CPI Card Group stock for Q3 2023, down 13% quarter-over-quarter.
  • 7 funds opened new CPI Card Group positions in Q3 2023 and 12 closed out, a net change of -5 holders.
  • The largest CPI Card Group buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $5.62M added.
  • The largest CPI Card Group seller in Q3 2023 was Steamboat Capital Partners, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2023.