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.
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: 93 → 99 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
+$8.55M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.97M |
| 3 |
BlackRock
New York
|
+$1.87M |
| 4 |
HT
HAP Trading
New York
|
+$1.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Antara Capital
New York
|
-$21.7M |
| 2 |
CAC
Cowen and Company
New York
|
-$5.77M |
| 3 |
LC
Littlejohn & Co
Greenwich,
Connecticut
|
-$2.35M |
| 4 |
ICM
ISZO Capital Management
New York
|
-$1.81M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
101
Quantbot Technologies
New York
| – | -$21K | -908 | Closed |
|
|
C
102
Covestor
London,
United Kingdom
| – | -$8K | -338 | Closed |
|
103
Citadel Advisors
Miami,
Florida
| – | -$4.73K | -185 | Closed |
|
104
Rockefeller Capital Management
New York
| – | -$2K | -110 | Closed |
|
|
BFEC
105
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$51 | -2 | -33% |
|
|
HGERS
106
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | +$128 | +5 | New |
|
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.