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Caleres

188 hedge funds and large institutions have $1.02B invested in Caleres in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $15.8M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $914M → $1.02B (+$103M)

7% more funds holding

Funds holding: 175188 (+13)

3.72% more ownership

Funds ownership: 89.52%93.24% (+3.7%)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

Holders
188
Holders Change
+13
Holders Change %
+7.43%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
58
Reduced
66
Closed
17
Calls
$53.5M
Puts
$15.8M
Net Calls
+$37.6M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$173M +$6.9M +244,577 +5%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$139M +$4.06M +144,015 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$96.3M +$495K +17,567 +0.6%
Principal Financial Group
4
Principal Financial Group
Iowa
$67.8M -$12.2M -431,294 -16%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$59M +$106K +3,776 +0.2%
State Street
6
State Street
Massachusetts
$44.7M -$615K -21,804 -1%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$44.1M +$18.8M +667,195 +87%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$27.6M -$102K -3,623 -0.4%
Boston Partners
9
Boston Partners
Massachusetts
$24M -$1.02M -36,223 -4%
Morgan Stanley
10
Morgan Stanley
New York
$22.7M +$11.9M +420,207 +132%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.2M +$444K +15,746 +2%
PCMI
12
Paradigm Capital Management Inc
New York
$22.1M -$2.88M -102,100 -12%
RA
13
Royce & Associates
New York
$20.4M +$241K +8,545 +1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$19.9M -$945K -33,525 -5%
American Century Companies
15
American Century Companies
Missouri
$17.9M +$5.65M +200,262 +52%
Invesco
16
Invesco
Georgia
$16.4M -$4.64M -164,467 -24%
Charles Schwab
17
Charles Schwab
California
$15.4M -$52.8K -1,873 -0.4%
Goldman Sachs
18
Goldman Sachs
New York
$12.7M +$1.26M +44,672 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.2M -$1.67M -59,290 -13%
Northern Trust
20
Northern Trust
Illinois
$11.5M -$338K -11,994 -3%
First Manhattan
21
First Manhattan
New York
$9.88M +$193K +6,840 +2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$8.1M -$6.23M -221,070 -46%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.32M +$5.07M +179,698 +307%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$5.43M -$451K -16,000 -8%
CSS
25
Cubist Systematic Strategies
Connecticut
$5.15M +$2.72M +96,581 +136%

CAL Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q4 2023, worth a combined $1.02B — up 11% from $914M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CAL positions and 17 closed out — a net gain of 14 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $18.8M. The largest seller was Principal Financial Group, cutting an estimated $12.2M.

  • 188 institutional investors held Caleres (CAL) as of Q4 2023, up from 175 in Q3 2023.
  • Funds reported $1.02B of Caleres stock for Q4 2023, up 11% quarter-over-quarter.
  • 31 funds opened new Caleres positions in Q4 2023 and 17 closed out, a net change of +14 holders.
  • The largest Caleres buyer in Q4 2023 was Pacer Advisors, an estimated $18.8M added.
  • The largest Caleres seller in Q4 2023 was Principal Financial Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.