Caleres
CAL
170 hedge funds and large institutions have $682M invested in Caleres in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 70 reducing their positions, and 45 closing their positions.
2% more capital invested
Capital invested by funds: $671M → $682M (+$11M)
0% less call options, than puts
Call options by funds: $9.52M | Put options by funds: $9.55M
0.43% less ownership
Funds ownership: 89.5% → 89.06% (-0.43%)
17% less funds holding
Funds holding: 204 → 170 (-34)
24% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 70
69% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$59.2M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$11.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.38M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.45M |
| 5 |
Renaissance Technologies
New York
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
-$22.1M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$7.15M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$6.76M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$6.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
201
Sutton Wealth Advisors
Tampa,
Florida
| – | -$33.8K | -1,516 | Closed |
|
|
FIA
202
FNY Investment Advisers
New York
| – | -$31K | -1,400 | Closed |
|
|
MCC
203
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$22.3K | -1,000 | Closed |
|
|
DFCM
204
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$11.8K | -530 | Closed |
|
|
HMS
205
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$4K | -200 | Closed |
|
|
FA
206
Fiduciary Alliance
Greenville,
South Carolina
| – | -$4.25K | -191 | Closed |
|
207
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -179 | Closed |
|
|
CFD
208
Creative Financial Designs
Kokomo,
Indiana
| – | -$2.41K | -108 | Closed |
|
|
WT
209
Washington Trust
Westerly,
Rhode Island
| – | -$2.23K | -100 | Closed |
|
|
EWA
210
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2.17K | -97 | Closed |
|
|
TWP
211
TFO Wealth Partners
Maumee,
Ohio
| – | -$2.5K | -46 | Closed |
|
|
FGAM
212
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$36 | -22 | Closed |
|
CAL Hedge Fund Activity: Q1 2023 in Review
170 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q1 2023, worth a combined $682M — up 1.6% from $671M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of CAL and 14 opened new positions — a net loss of 31 holders — while 70 trimmed existing stakes and 53 added.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $59.2M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $22.1M sold.
- 170 institutional investors held Caleres (CAL) as of Q1 2023, down from 204 in Q4 2022.
- Funds reported $682M of Caleres stock for Q1 2023, up 1.6% quarter-over-quarter.
- 14 funds opened new Caleres positions in Q1 2023 and 45 closed out, a net change of -31 holders.
- The largest Caleres buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $59.2M added.
- The largest Caleres seller in Q1 2023 was Cooper Creek Partners Management, an estimated $22.1M sold.
Based on aggregated 13F filings for Q1 2023.