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CBL

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.

New
Increased
Maintained
Reduced
Closed

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: 9399 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (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%)

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
27
Reduced
28
Closed
8
Calls
$47.3M
Puts
$23.6M
Net Calls
+$23.7M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Canyon Capital Advisors
Texas
$215M
OCM
2
Oaktree Capital Management
California
$102M
SVP
3
Strategic Value Partners
Connecticut
$82M
LC
4
Littlejohn & Co
Connecticut
$50.1M -$2.35M -92,101 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.2M +$5.97M +233,689 +14%
BlackRock
6
BlackRock
New York
$47.4M +$1.87M +73,142 +4%
State Street
7
State Street
Massachusetts
$13.6M +$467K +18,279 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13M +$403K +15,766 +3%
Allianz Asset Management
9
Allianz Asset Management
Germany
$8.81M
CM
10
Caption Management
Oklahoma
$8.59M +$8.55M +334,865 New
V
11
ValueWorks
New York
$8.44M +$36.7K +1,438 +0.4%
Northern Trust
12
Northern Trust
Illinois
$5.74M -$11.4K -445 -0.2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$3.27M
Charles Schwab
14
Charles Schwab
California
$3.12M +$1.31M +51,275 +73%
RCM
15
Redwood Capital Management
New York
$2.97M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.97M -$47.9K -1,876 -2%
Citigroup
17
Citigroup
New York
$2.81M -$9.32K -365 -0.3%
N
18
Nuveen
North Carolina
$1.79M -$270K -10,574 -13%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.72M +$631K +24,700 +58%
Invesco
20
Invesco
Georgia
$1.69M +$1.41M +55,059 +504%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$1.69M +$1.01M +39,635 +151%
HT
22
HAP Trading
New York
$1.61M +$1.6M +62,719 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.53M -$50.8K -1,989 -3%
Goldman Sachs
24
Goldman Sachs
New York
$1.29M +$519K +20,318 +67%
AUIM
25
Aegon USA Investment Management
Iowa
$1.23M -$288K -11,267 -19%

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.