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CBL

CBL& Associates Properties, Inc.
CBL

Delisted

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

226 hedge funds and large institutions have $3.22B invested in CBL& Associates Properties, Inc. in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $747K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

2% more funds holding

Funds holding: 222226 (+4)

3% more capital invested

Capital invested by funds: $3.12B → $3.22B (+$98.7M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 96

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
6.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
28
Increased
76
Reduced
96
Closed
23
Calls
$1.61M
Puts
$747K
Net Calls
+$868K
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$421M +$23.2M +1,257,390 +6%
BC
2
Brookfield Corp
Ontario, Canada
$227M +$36.9M +1,996,958 +20%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$202M -$14.2M -768,789 -7%
Goldman Sachs
4
Goldman Sachs
New York
$153M +$11M +595,505 +8%
Invesco
5
Invesco
Georgia
$149M -$3.86M -208,976 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$146M -$3.34M -180,683 -2%
SAMC
7
Shinko Asset Management Company
Japan
$145M +$3.58M +194,000 +3%
BIT
8
BlackRock Institutional Trust
California
$119M +$545K +29,512 +0.5%
LIMS
9
Lasalle Investment Management Securities
Maryland
$107M -$1.05M -56,722 -1%
GA
10
GRS Advisors
Illinois
$91.6M +$2.7M +146,200 +3%
SFM
11
Systematic Financial Management
New Jersey
$79.2M -$116M -6,306,493 -60%
ACI
12
AMP Capital Investors
Australia
$71.6M +$43.7M +2,367,864 +167%
WCM
13
Wedge Capital Management
North Carolina
$71.4M -$3.71M -200,975 -5%
Norges Bank
14
Norges Bank
Norway
$53.8M +$27.2M +1,471,757 +108%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$51.4M +$16.6M +900,600 +50%
BFA
16
BlackRock Fund Advisors
California
$49.6M +$3.93M +213,005 +9%
State Street
17
State Street
Massachusetts
$48.8M +$3.46M +187,135 +8%
Morgan Stanley
18
Morgan Stanley
New York
$44.2M +$1.81M +97,765 +4%
JCG
19
JHL Capital Group
Illinois
$39.4M +$6M +325,000 +19%
RIM
20
RS Investment Management
California
$37M +$35.9M +1,946,187 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$36.9M +$743K +40,231 +2%
Northern Trust
22
Northern Trust
Illinois
$34.3M -$14.9M -807,235 -31%
LSV Asset Management
23
LSV Asset Management
Illinois
$34M -$737K -39,900 -2%
PI
24
PGGM Investments
Netherlands
$33M
JP Morgan Chase
25
JP Morgan Chase
New York
$32.4M -$8.06M -436,535 -20%

CBL Hedge Fund Activity: Q2 2014 in Review

226 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CBL& Associates Properties, Inc. (CBL) for Q2 2014, worth a combined $3.22B — up 3.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CBL positions and 23 closed out — a net gain of 5 holders — while 76 added to existing stakes and 96 trimmed.

The largest buyer was AMP Capital Investors, adding an estimated $43.7M. The largest seller was Systematic Financial Management, cutting an estimated $116M.

  • 226 institutional investors held CBL& Associates Properties, Inc. (CBL) as of Q2 2014, up from 222 in Q1 2014.
  • Funds reported $3.22B of CBL& Associates Properties, Inc. stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 28 funds opened new CBL& Associates Properties, Inc. positions in Q2 2014 and 23 closed out, a net change of +5 holders.
  • The largest CBL& Associates Properties, Inc. buyer in Q2 2014 was AMP Capital Investors, an estimated $43.7M added.
  • The largest CBL& Associates Properties, Inc. seller in Q2 2014 was Systematic Financial Management, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2014.