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CBL

CBL& Associates Properties, Inc.
CBL

Delisted

CBL was delisted on the 2nd of November, 2020.

245 hedge funds and large institutions have $782M invested in CBL& Associates Properties, Inc. in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2% more funds holding

Funds holding: 241245 (+4)

39% less capital invested

Capital invested by funds: $1.28B → $782M (-$501M)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

96% less call options, than puts

Call options by funds: $774K | Put options by funds: $21.1M

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
50
Increased
86
Reduced
75
Closed
42
Calls
$774K
Puts
$21.1M
Net Calls
-$20.3M
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$8K +$7.88K +1,179 +455%
HFM
227
Harvest Fund Management
China
$7K -$6.69K -1,000 -43%
ASN
228
Advisory Services Network
Georgia
$7K -$6.34K -949 -42%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$6K -$21.7K -3,247 -76%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$6K -$20.7K -3,100 -74%
Envestnet Asset Management
231
Envestnet Asset Management
Illinois
$6K +$1.53K +229 +27%
VNA
232
Valley National Advisers
Pennsylvania
$5K
HI
233
Hudock Inc
Pennsylvania
$5K +$3.12K +466 +88%
BWM
234
Baystate Wealth Management
Massachusetts
$4K +$67 +10 +1%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12K
VCM
236
Versant Capital Management
Arizona
$2K -$21K -3,143 -89%
IA
237
IFP Advisors
Florida
$2K -$2.95K -441 -54%
EWM
238
Endurance Wealth Management
Rhode Island
$2K
PA
239
Parallel Advisors
California
$2K
TRCT
240
Tower Research Capital (TRC)
New York
$1K -$108K -16,134 -99%
BTIS
241
BB&T Investment Services
North Carolina
$1K
AssetMark Inc
242
AssetMark Inc
California
$1K +$1.22K +182 New
APA
243
American Portfolios Advisors
New York
$566 +$669 +100 New
WCM
244
Wedge Capital Management
North Carolina
-$30M -3,571,600 Closed
DIA
245
Denver Investment Advisors
Colorado
-$25.2M -3,004,999 Closed
GXMC
246
Global X Management Company
New York
-$7.67M -914,199 Closed
ECAU
247
Everett Capital Advisors (UK)
United Kingdom
-$7.17M -854,298 Closed
KCM
248
Kennedy Capital Management
Missouri
-$6.6M -786,836 Closed
OAM
249
Oxford Asset Management
United Kingdom
-$6.07M -730,758 Closed
FM
250
Forward Management
California
-$5.16M -615,000 Closed

CBL Hedge Fund Activity: Q4 2017 in Review

245 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CBL& Associates Properties, Inc. (CBL) for Q4 2017, worth a combined $782M — down 39% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CBL positions and 42 closed out — a net gain of 8 holders — while 86 added to existing stakes and 75 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $25M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $30M sold.

  • 245 institutional investors held CBL& Associates Properties, Inc. (CBL) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $782M of CBL& Associates Properties, Inc. stock for Q4 2017, down 39% quarter-over-quarter.
  • 50 funds opened new CBL& Associates Properties, Inc. positions in Q4 2017 and 42 closed out, a net change of +8 holders.
  • The largest CBL& Associates Properties, Inc. buyer in Q4 2017 was Schroder Investment Management Group, an estimated $25M added.
  • The largest CBL& Associates Properties, Inc. seller in Q4 2017 was Wedge Capital Management, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2017.