CBL Properties
94 hedge funds and large institutions have $615M invested in CBL Properties in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
27% more funds holding
Funds holding: 74 → 94 (+20)
5.92% more ownership
Funds ownership: 76.34% → 82.26% (+5.9%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
21% less capital invested
Capital invested by funds: $778M → $615M (-$163M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$40.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$9.45M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.43M |
| 5 |
SVP
Strategic Value Partners
Greenwich,
Connecticut
|
+$5.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$16.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.42M |
| 3 |
Citigroup
New York
|
-$4.98M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.31M |
| 5 |
Millennium Management
New York
|
-$2.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$200K | -6,085 | Closed |
|
|
OCM
102
Ovata Capital Management
Hong Kong
| – | -$11K | -325 | Closed |
|
|
PFS
103
Prospera Financial Services
Dallas,
Texas
| – | -$10K | -294 | Closed |
|
|
S
104
SignatureFD
Atlanta,
Georgia
| – | -$4K | -110 | Closed |
|
105
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$224 | +8 | New |
|
CBL Hedge Fund Activity: Q2 2022 in Review
94 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CBL Properties (CBL) for Q2 2022, worth a combined $615M — down 21% from $778M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CBL positions and 16 closed out — a net gain of 20 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was BlackRock, adding an estimated $40.1M. The largest seller was Oaktree Capital Management, cutting an estimated $16.4M.
- 94 institutional investors held CBL Properties (CBL) as of Q2 2022, up from 74 in Q1 2022.
- Funds reported $615M of CBL Properties stock for Q2 2022, down 21% quarter-over-quarter.
- 36 funds opened new CBL Properties positions in Q2 2022 and 16 closed out, a net change of +20 holders.
- The largest CBL Properties buyer in Q2 2022 was BlackRock, an estimated $40.1M added.
- The largest CBL Properties seller in Q2 2022 was Oaktree Capital Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q2 2022.