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Caleres

204 hedge funds and large institutions have $671M invested in Caleres in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.08% more ownership

Funds ownership: 85.41%89.5% (+4.1%)

5% less funds holding

Funds holding: 214204 (-10)

11% less capital invested

Capital invested by funds: $754M → $671M (-$83M)

16% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 75

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

53% less call options, than puts

Call options by funds: $5.53M | Put options by funds: $11.8M

Holders
204
Holders Change
-10
Holders Change %
-4.67%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
63
Reduced
75
Closed
33
Calls
$5.53M
Puts
$11.8M
Net Calls
-$6.25M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$6K +$74 +3 +1%
MFT
177
Moisand Fitzgerald Tamayo
Florida
$5.19K +$614 +25 +12%
TWA
178
TCI Wealth Advisors
Arizona
$4.81K -$3.14K -128 -37%
FA
179
Fiduciary Alliance
South Carolina
$4.25K +$4.69K +191 New
Bessemer Group
180
Bessemer Group
New Jersey
$4K
HMS
181
Hanseatic Management Services
New Mexico
$4K
LC
182
Lindbrook Capital
California
$3.1K -$466 -19 -12%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$2.67K +$1.96K +80 +200%
TWP
184
TFO Wealth Partners
Ohio
$2.5K +$1.13K +46 New
CFD
185
Creative Financial Designs
Indiana
$2.41K
KFS
186
Kelly Financial Services
Massachusetts
$2.28K -$3.04K -124 -55%
WT
187
Washington Trust
Rhode Island
$2.23K
EWA
188
EverSource Wealth Advisors
Alabama
$2.17K
UB
189
UMB Bank
Missouri
$2K
Barrow, Hanley, Mewhinney & Strauss
190
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.74K
HFS
191
Hantz Financial Services
Michigan
$1K
ST
192
Sageworth Trust
Pennsylvania
$1K
STCOSD
193
Sageworth Trust Company of South Dakota
South Dakota
$1K
S
194
SignatureFD
Georgia
$713 -$4.93K -201 -86%
NA
195
NewEdge Advisors
Louisiana
$694 +$3.88K +158 New
GWS
196
Glassman Wealth Services
Virginia
$602 +$663 +27 New
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$535
ECM
198
Everence Capital Management
Indiana
$227
LFG
199
Larson Financial Group
Missouri
$67
FGAM
200
Financial Gravity Asset Management
Texas
$36 +$540 +22 New

CAL Hedge Fund Activity: Q4 2022 in Review

204 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q4 2022, worth a combined $671M — down 11% from $754M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CAL and 26 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 63 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $20.8M. The largest seller was Intrinsic Edge Capital Management, cutting an estimated $12.5M.

  • 204 institutional investors held Caleres (CAL) as of Q4 2022, down from 214 in Q3 2022.
  • Funds reported $671M of Caleres stock for Q4 2022, down 11% quarter-over-quarter.
  • 26 funds opened new Caleres positions in Q4 2022 and 33 closed out, a net change of -7 holders.
  • The largest Caleres buyer in Q4 2022 was Boston Partners, an estimated $20.8M added.
  • The largest Caleres seller in Q4 2022 was Intrinsic Edge Capital Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2022.