CBL

CBL Properties
CBL

Overview Fund Activity

101 hedge funds and large institutions have $564M invested in CBL Properties in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
37
Reduced
24
Closed
13
Calls
$37.5M
Puts
$201K
Net Calls
+$37.3M
Net Calls Change
+$13.6M

Top Buyers

1
AC
Antara Capital
New York
$5.57M
2
Man Group
Man Group
United Kingdom
$3.41M
3
CTC
Chai Trust Company
Illinois
$2.98M
4
Goldman Sachs
Goldman Sachs
New York
$3.31M
5
Charles Schwab
Charles Schwab
California
$4.03M

Top Sellers

1
CM
Caption Management
Oklahoma
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$40M
3
Citigroup
Citigroup
New York
$382K
4
HT
HAP Trading
New York
$0
5
Wolverine Trading
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
76
Migdal Insurance & Financial Holdings
Israel
$13K -$12.7K -557 -49%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$11K +$5.86K +254 +114%
QT
78
Quantbot Technologies
New York
$8.64K +$8.64K +392 New
HWA
79
HHM Wealth Advisors
Tennessee
$7.54K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$4.94K +$4.94K +224 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.84K +195 +2,438%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$3.79K -$7.38K -335 -66%
PA
83
Parallel Advisors
California
$3.24K +$3.11K +141 +2,350%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$3.22K +$3.22K +146 New
TWM
85
Tradition Wealth Management
Minnesota
$3K – – –
BC
86
Bartlett & Co
Ohio
$3K +$3K +146 New
WTC
87
WhitTier Trust Company
Nevada
$2.42K – – –
SIS
88
Sound Income Strategies
Florida
$2.25K – – –
US Bancorp
89
US Bancorp
Minnesota
$2.2K +$1.54K +70 +233%
VNA
90
Valley National Advisers
Pennsylvania
$2K – – –
NMG
91
New Millennium Group
Utah
$1.21K – – –
Loomis, Sayles & Company
92
Loomis, Sayles & Company
Massachusetts
$1K +$1K +27 New
EWA
93
EverSource Wealth Advisors
Alabama
$992 -$419 -19 -30%
SCA
94
Stonebridge Capital Advisors
Minnesota
$727 +$727 +33 New
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$683 – – –
NA
96
NewEdge Advisors
Louisiana
$198 – – –
WWM
97
Wolff Wiese Magana
California
$111 – – –
GRP
98
Global Retirement Partners
California
$76 – – –
CM
99
Caption Management
Oklahoma
– -$8.59M -334,865 Closed
HT
100
HAP Trading
New York
– -$1.61M -62,719 Closed
1 2 3
4
5