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Cadre Holdings

49 hedge funds and large institutions have $174M invested in Cadre Holdings in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

20% more funds holding

Funds holding: 4149 (+8)

0.74% less ownership

Funds ownership: 21.39%20.64% (-0.74%)

7% less capital invested

Capital invested by funds: $187M → $174M (-$12.6M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
13
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1
Wynnefield Capital
New York
$44M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$26.9M +$14M +617,730 +129%
GF
3
Greenhouse Funds
Maryland
$23.8M +$2.52M +111,759 +13%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$21.6M +$74.2K +3,286 +0.4%
PCM
5
Peregrine Capital Management
Minnesota
$8.49M -$1.93M -85,656 -20%
BlackRock
6
BlackRock
New York
$7.51M +$848K +37,547 +14%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.48M +$30.4K +1,346 +0.5%
RA
8
Royce & Associates
New York
$5.93M -$535K -23,700 -9%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$4.54M -$24.8K -1,098 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$4.04M +$1.8M +79,765 +94%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.52M +$65.3K +2,893 +3%
State Street
12
State Street
Massachusetts
$2.51M +$1.16M +51,271 +101%
KCM
13
Kornitzer Capital Management
Kansas
$2.46M
SEI Investments
14
SEI Investments
Pennsylvania
$2.38M -$1.26M -55,921 -37%
ClearBridge Investments
15
ClearBridge Investments
New York
$1.52M -$776K -34,346 -36%
American Century Companies
16
American Century Companies
Missouri
$1.34M -$9.38M -415,251 -88%
Northern Trust
17
Northern Trust
Illinois
$1.29M -$4.45K -197 -0.4%
Stifel Financial
18
Stifel Financial
Missouri
$1.23M +$1.13M +49,908 New
TD Asset Management
19
TD Asset Management
Ontario, Canada
$634K -$295K -13,064 -34%
AC
20
Apogem Capital
New York
$490K +$11.6K +515 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$474K +$234K +10,349 +116%
N
22
Nuveen
North Carolina
$461K +$206K +9,104 +94%
Charles Schwab
23
Charles Schwab
California
$418K +$73K +3,234 +23%
PCM
24
Penserra Capital Management
California
$412K +$379K +16,785 New
MFIM
25
Mesirow Financial Investment Management
Illinois
$394K -$145K -6,415 -29%

CDRE Hedge Fund Activity: Q1 2022 in Review

49 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Cadre Holdings (CDRE) for Q1 2022, worth a combined $174M — down 6.7% from $187M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CDRE positions and 4 closed out — a net gain of 8 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $14M. The largest seller was Hawkeye Capital Management, exiting entirely with an estimated $12M sold.

  • 49 institutional investors held Cadre Holdings (CDRE) as of Q1 2022, up from 41 in Q4 2021.
  • Funds reported $174M of Cadre Holdings stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 12 funds opened new Cadre Holdings positions in Q1 2022 and 4 closed out, a net change of +8 holders.
  • The largest Cadre Holdings buyer in Q1 2022 was Fidelity Investments, an estimated $14M added.
  • The largest Cadre Holdings seller in Q1 2022 was Hawkeye Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2022.