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CBL

CBL Properties
CBL

110 hedge funds and large institutions have $636M invested in CBL Properties in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,893% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $261K

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

19% more capital invested

Capital invested by funds: $535M → $636M (+$100M)

15% more funds holding

Funds holding: 96 → 110 (+14)

2.14% more ownership

Funds ownership: 79.22% → 81.37% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
110
Holders Change
+14
Holders Change %
+14.58%
% of All Funds
1.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
41
Reduced
26
Closed
5
Calls
$39.1M
Puts
$261K
Net Calls
+$38.9M
Net Calls Change
+$207K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.58M
2
BlackRock
BlackRock
New York
+$3.27M
3
Man Group
Man Group
United Kingdom
+$2.56M
4
Charles Schwab
Charles Schwab
California
+$1.59M
5
TCA
Taconic Capital Advisors
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
LC
Littlejohn & Co
Connecticut
-$4.55M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$814K
3
Goldman Sachs
Goldman Sachs
New York
-$623K
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$365K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
101
Bartlett & Co Wealth Management
Ohio
$438 -$2.59K -116 -87%
FFA
102
Farther Finance Advisors
California
$366 +$335 +15 New
QCG
103
Quadrant Capital Group
Ohio
$294 +$268 +12 New
HCM
104
Highlander Capital Management
New Jersey
$147 – – –
MFT
105
Moisand Fitzgerald Tamayo
Florida
$98 – – –
ASN
106
Advisory Services Network
Georgia
$98 +$89 +4 New
GRP
107
Global Retirement Partners
California
$88 – – –
AC
108
Antara Capital
New York
– -$168K -8,017 Closed
Allspring Global Investments
109
Allspring Global Investments
North Carolina
– -$62.2K -2,963 Closed
AA
110
Ancora Advisors
Ohio
– -$54.5K -2,600 Closed
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
– -$34.2K -1,628 Closed
BC
112
Bartlett & Co
Ohio
– -$2.59K -116 -87%
WWM
113
Wolff Wiese Magana
California
– -$105 -5 Closed
C
114
Covestor
United Kingdom
– -$22 -1 -25%
1 2 3 4
5

CBL Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CBL Properties (CBL) for Q4 2023, worth a combined $636M — up 19% from $535M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CBL positions and 5 closed out — a net gain of 15 holders — while 41 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.58M. The largest seller was Littlejohn & Co, cutting an estimated $4.55M.

  • 110 institutional investors held CBL Properties (CBL) as of Q4 2023, up from 96 in Q3 2023.
  • Funds reported $636M of CBL Properties stock for Q4 2023, up 19% quarter-over-quarter.
  • 20 funds opened new CBL Properties positions in Q4 2023 and 5 closed out, a net change of +15 holders.
  • The largest CBL Properties buyer in Q4 2023 was Morgan Stanley, an estimated $4.58M added.
  • The largest CBL Properties seller in Q4 2023 was Littlejohn & Co, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2023.