We are live on ! Find out more
CBL

CBL& Associates Properties, Inc.
CBL

Delisted

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

222 hedge funds and large institutions have $3.12B invested in CBL& Associates Properties, Inc. in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $2.02M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 83

4% more capital invested

Capital invested by funds: $3B → $3.12B (+$116M)

10% less funds holding

Funds holding: 248222 (-26)

49% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 47

Holders
222
Holders Change
-26
Holders Change %
-10.48%
% of All Funds
6.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
24
Increased
89
Reduced
83
Closed
47
Calls
$5.18M
Puts
$2.02M
Net Calls
+$3.15M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$371M +$12.5M +719,209 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$203M -$17.8M -1,023,637 -8%
SFM
3
Systematic Financial Management
New Jersey
$186M +$32.3M +1,855,574 +22%
BC
4
Brookfield Corp
Ontario, Canada
$177M +$88.7M +5,094,666 +105%
Invesco
5
Invesco
Georgia
$143M +$12.8M +737,473 +10%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$140M -$8.74M -502,228 -6%
SAMC
7
Shinko Asset Management Company
Japan
$132M +$13.5M +777,800 +12%
Goldman Sachs
8
Goldman Sachs
New York
$132M +$31.8M +1,829,230 +33%
BIT
9
BlackRock Institutional Trust
California
$111M -$40.7M -2,336,395 -27%
LIMS
10
Lasalle Investment Management Securities
Maryland
$101M +$9.46M +543,879 +11%
GA
11
GRS Advisors
Illinois
$82.9M +$2.66M +152,700 +3%
WCM
12
Wedge Capital Management
North Carolina
$70.3M +$7.4M +425,508 +12%
Northern Trust
13
Northern Trust
Illinois
$46.3M +$14.8M +849,856 +48%
BFA
14
BlackRock Fund Advisors
California
$42.6M +$812K +46,679 +2%
State Street
15
State Street
Massachusetts
$42.2M +$827K +47,542 +2%
Renaissance Technologies
16
Renaissance Technologies
New York
$40.9M +$23.3M +1,337,300 +138%
Morgan Stanley
17
Morgan Stanley
New York
$39.5M -$10.1M -581,711 -21%
JP Morgan Chase
18
JP Morgan Chase
New York
$38M -$54.7M -3,143,326 -59%
HRES
19
Heitman Real Estate Securities
Illinois
$36.5M +$33.8M +1,942,519 +1,684%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$33.7M +$1.77M +101,782 +6%
LSV Asset Management
21
LSV Asset Management
Illinois
$32.5M +$2.44M +140,238 +8%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$32.1M +$7.49M +430,236 +31%
JCG
23
JHL Capital Group
Illinois
$31.1M +$30.5M +1,750,000 New
PI
24
PGGM Investments
Netherlands
$30.8M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$30.3M -$465K -26,707 -2%

CBL Hedge Fund Activity: Q1 2014 in Review

222 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CBL& Associates Properties, Inc. (CBL) for Q1 2014, worth a combined $3.12B — up 3.9% from $3B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CBL and 24 opened new positions — a net loss of 23 holders — while 83 trimmed existing stakes and 89 added.

The largest buyer was Brookfield Corp, adding an estimated $88.7M. The largest seller was JP Morgan Chase, cutting an estimated $54.7M.

  • 222 institutional investors held CBL& Associates Properties, Inc. (CBL) as of Q1 2014, down from 248 in Q4 2013.
  • Funds reported $3.12B of CBL& Associates Properties, Inc. stock for Q1 2014, up 3.9% quarter-over-quarter.
  • 24 funds opened new CBL& Associates Properties, Inc. positions in Q1 2014 and 47 closed out, a net change of -23 holders.
  • The largest CBL& Associates Properties, Inc. buyer in Q1 2014 was Brookfield Corp, an estimated $88.7M added.
  • The largest CBL& Associates Properties, Inc. seller in Q1 2014 was JP Morgan Chase, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2014.