We are live on ! Find out more
CBL

CBL Properties

99 hedge funds and large institutions have $651M invested in CBL Properties in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $23.6M

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $594M → $651M (+$56.8M)

6% more funds holding

Funds holding: 9399 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

1.54% less ownership

Funds ownership: 80.66%79.12% (-1.5%)

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
27
Reduced
28
Closed
8
Calls
$47.3M
Puts
$23.6M
Net Calls
+$23.7M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$19K +$8.51K +333 +83%
IR
77
IAT Reinsurance
New York
$16.9K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$13K -$5.8K -227 -31%
HWA
79
HHM Wealth Advisors
Tennessee
$8.77K -$230 -9 -3%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$6K +$5.7K +223 New
TWA
81
TCI Wealth Advisors
Arizona
$5.18K +$5.16K +202 New
TWM
82
Tradition Wealth Management
Minnesota
$3K +$3.47K +136 New
WTC
83
WhitTier Trust Company
Nevada
$2.82K
SIS
84
Sound Income Strategies
Florida
$2.62K +$2.61K +102 New
VNA
85
Valley National Advisers
Pennsylvania
$2K -$1.41K -55 -43%
EWA
86
EverSource Wealth Advisors
Alabama
$1.64K +$1.64K +64 New
NMG
87
New Millennium Group
Utah
$1.41K
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$795
US Bancorp
89
US Bancorp
Minnesota
$769 -$332 -13 -30%
NA
90
NewEdge Advisors
Louisiana
$231
PA
91
Parallel Advisors
California
$154
WWM
92
Wolff Wiese Magana
California
$129
ASN
93
Advisory Services Network
Georgia
$103
GRP
94
Global Retirement Partners
California
$78
Group One Trading
95
Group One Trading
Illinois
$51
WP
96
WealthPLAN Partners
Nebraska
$26 +$26 +1 New
AC
97
Antara Capital
New York
-$21.7M -848,241 Closed
CAC
98
Cowen and Company
New York
-$5.77M -250,000 Closed
ICM
99
ISZO Capital Management
New York
-$1.81M -78,316 Closed
DCM
100
Dupont Capital Management
Delaware
-$179K -7,768 Closed

CBL Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBL Properties (CBL) for Q1 2023, worth a combined $651M — up 9.6% from $594M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CBL positions and 8 closed out — a net gain of 6 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Caption Management, opening a new position worth an estimated $8.55M. The largest seller was Antara Capital, exiting entirely with an estimated $21.7M sold.

  • 99 institutional investors held CBL Properties (CBL) as of Q1 2023, up from 93 in Q4 2022.
  • Funds reported $651M of CBL Properties stock for Q1 2023, up 9.6% quarter-over-quarter.
  • 14 funds opened new CBL Properties positions in Q1 2023 and 8 closed out, a net change of +6 holders.
  • The largest CBL Properties buyer in Q1 2023 was Caption Management, an estimated $8.55M added.
  • The largest CBL Properties seller in Q1 2023 was Antara Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.