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Cadre Holdings

77 hedge funds and large institutions have $283M invested in Cadre Holdings in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

10% more funds holding

Funds holding: 7077 (+7)

3.52% more ownership

Funds ownership: 34.09%37.61% (+3.5%)

5% less capital invested

Capital invested by funds: $298M → $283M (-$15.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

81% less call options, than puts

Call options by funds: $98K | Put options by funds: $520K

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
34
Reduced
16
Closed
11
Calls
$98K
Puts
$520K
Net Calls
-$422K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.3M +$1.46M +56,597 +2%
GF
2
Greenhouse Funds
Maryland
$36.2M +$4.11M +159,626 +10%
WC
3
Wynnefield Capital
New York
$32.1M -$4.4M -170,614 -10%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$24.3M -$75.4K -2,927 -0.2%
BlackRock
5
BlackRock
New York
$22.5M +$1.76M +68,344 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$17.2M +$612K +23,761 +3%
Morgan Stanley
7
Morgan Stanley
New York
$14.5M +$2.04M +79,300 +12%
State Street
8
State Street
Massachusetts
$6.53M +$1.54M +59,786 +23%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$6.46M +$1.88M +72,881 +29%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.11M +$420K +16,296 +6%
Millennium Management
11
Millennium Management
New York
$5.61M +$7.18M +278,596 New
CRC
12
Catawba River Capital
South Carolina
$5.07M +$1.84M +71,264 +40%
Jane Street
13
Jane Street
New York
$3.36M +$3.48M +135,080 +428%
Northern Trust
14
Northern Trust
Illinois
$3.18M +$102K +3,961 +3%
CCB
15
Cutter & Co Brokerage
Missouri
$3.12M +$2.58M +100,223 +184%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.96M +$2.46M +95,621 +186%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$2.89M -$164K -6,374 -4%
RA
18
Royce & Associates
New York
$2.83M -$1.51M -58,668 -29%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$2.14M -$322K -12,475 -11%
BCM
20
Brasada Capital Management
Texas
$2.08M +$509K +19,733 +24%
AGC
21
Aspen Grove Capital
Colorado
$2.06M +$2.64M +102,500 New
BCM
22
Beck Capital Management
Texas
$1.64M -$187K -7,264 -8%
KCM
23
Kornitzer Capital Management
Kansas
$1.61M
Goldman Sachs
24
Goldman Sachs
New York
$1.47M +$794K +30,787 +73%
Citadel Advisors
25
Citadel Advisors
Florida
$1.13M +$1.13M +43,993 +367%

CDRE Hedge Fund Activity: Q4 2022 in Review

77 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Cadre Holdings (CDRE) for Q4 2022, worth a combined $283M — down 5.3% from $298M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CDRE positions and 11 closed out — a net gain of 7 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $7.18M. The largest seller was Wynnefield Capital, cutting an estimated $4.4M.

  • 77 institutional investors held Cadre Holdings (CDRE) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $283M of Cadre Holdings stock for Q4 2022, down 5.3% quarter-over-quarter.
  • 18 funds opened new Cadre Holdings positions in Q4 2022 and 11 closed out, a net change of +7 holders.
  • The largest Cadre Holdings buyer in Q4 2022 was Millennium Management, an estimated $7.18M added.
  • The largest Cadre Holdings seller in Q4 2022 was Wynnefield Capital, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2022.