CBL Properties
96 hedge funds and large institutions have $535M invested in CBL Properties in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 13 closing their positions.
10,770% more call options, than puts
Call options by funds: $39M | Put options by funds: $359K
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
1.35% less ownership
Funds ownership: 80.57% → 79.22% (-1.4%)
5% less funds holding
Funds holding: 101 → 96 (-5)
5% less capital invested
Capital invested by funds: $564M → $535M (-$28.8M)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$4.13M |
| 2 |
CCA
Canyon Capital Advisors
Dallas,
Texas
|
+$1.52M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$595K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$556K |
| 5 |
ICM
ISZO Capital Management
New York
|
+$472K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Antara Capital
New York
|
-$5.32M |
| 2 |
Man Group
London,
United Kingdom
|
-$3.37M |
| 3 |
CTC
Chai Trust Company
Chicago,
Illinois
|
-$2.98M |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$291K |
| 5 |
LC
Littlejohn & Co
Greenwich,
Connecticut
|
-$286K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
US Bancorp
Minneapolis,
Minnesota
| – | -$2.2K | -100 | Closed |
|
|
NMG
102
New Millennium Group
Sandy,
Utah
| – | -$1.21K | -55 | Closed |
|
|
EWA
103
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$992 | -45 | Closed |
|
|
SCA
104
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$727 | -33 | Closed |
|
|
NA
105
NewEdge Advisors
New Orleans,
Louisiana
| – | -$198 | -9 | Closed |
|
|
HCM
106
Highlander Capital Management
Short Hills,
New Jersey
| – | +$131 | +6 | New |
|
CBL Hedge Fund Activity: Q3 2023 in Review
96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CBL Properties (CBL) for Q3 2023, worth a combined $535M — down 5.1% from $564M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of CBL and 8 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 32 added.
The largest buyer was Charles Schwab, adding an estimated $4.13M. The largest seller was Antara Capital, cutting an estimated $5.32M.
- 96 institutional investors held CBL Properties (CBL) as of Q3 2023, down from 101 in Q2 2023.
- Funds reported $535M of CBL Properties stock for Q3 2023, down 5.1% quarter-over-quarter.
- 8 funds opened new CBL Properties positions in Q3 2023 and 13 closed out, a net change of -5 holders.
- The largest CBL Properties buyer in Q3 2023 was Charles Schwab, an estimated $4.13M added.
- The largest CBL Properties seller in Q3 2023 was Antara Capital, an estimated $5.32M sold.
Based on aggregated 13F filings for Q3 2023.