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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
CCA
1
Canyon Capital Advisors
Texas
$207M – – –
OCM
2
Oaktree Capital Management
California
$98M +$632K +28,291 +0.7%
SVP
3
Strategic Value Partners
Connecticut
$78.5M +$366K +16,410 +0.5%
BlackRock
4
BlackRock
New York
$48.7M +$3.27M +146,669 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$44M -$814K -36,442 -2%
LC
6
Littlejohn & Co
Connecticut
$42.6M -$4.55M -203,602 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.2M +$582K +26,068 +5%
State Street
8
State Street
Massachusetts
$13.2M +$474K +21,251 +4%
Charles Schwab
9
Charles Schwab
California
$10.8M +$1.59M +71,128 +19%
Allianz Asset Management
10
Allianz Asset Management
Germany
$8.32M – – –
V
11
ValueWorks
New York
$8.01M -$5.02K -225 -0.1%
Morgan Stanley
12
Morgan Stanley
New York
$5.78M +$4.58M +205,324 +655%
Northern Trust
13
Northern Trust
Illinois
$5.76M +$17.3K +776 +0.3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.16M +$41K +1,836 +1%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.14M +$507K +22,700 +21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3M +$290K +12,983 +12%
RCM
17
Redwood Capital Management
New York
$2.87M +$37.2K +1,667 +1%
Man Group
18
Man Group
United Kingdom
$2.8M +$2.56M +114,497 New
Goldman Sachs
19
Goldman Sachs
New York
$2.77M -$623K -27,902 -20%
N
20
Nuveen
North Carolina
$2.12M +$319K +14,285 +20%
ICM
21
ISZO Capital Management
New York
$2M – – –
Invesco
22
Invesco
Georgia
$1.9M +$43.9K +1,968 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.64M +$238K +10,665 +19%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$1.57M +$245K +10,972 +21%
TCA
25
Taconic Capital Advisors
New York
$1.22M +$1.12M +50,000 New
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.