CAMX ADVISORS INNER CIRCLE FD
FollowCAMBIAR AGGRES (fund)
8 managers (8 13F filers) reported a position in CAMX shares at 2025-03-31, 168,857 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 0
- Added
- 0
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 168,857
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CAMBIAR INVESTORS LLC | 135,000 | $4.06M | 0.17% | 0 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 11,482 | $346K | 0.04% | 0 | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 10,868 | $327K | <0.01% | 0 | 13F-HRTimeline |
| WADDELL & ASSOCIATES, LLC | 10,604 | $319K | 0.04% | -200 | 13F-HR/ATimeline |
| UBS Group AGin group UBS Group AG | 741 | $22.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 118 | $3.55K | <0.01% | 0 | 13F-HRTimelineGroup |
| Key Financial Inc | 44 | $1.31K | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |