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Cadre Holdings

128 hedge funds and large institutions have $815M invested in Cadre Holdings in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 26 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $272K | Put options by funds: $67K

173% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.03% more ownership

Funds ownership: 58.76%59.79% (+1%)

4% less capital invested

Capital invested by funds: $846M → $815M (-$31.7M)

9% less funds holding

Funds holding: 140128 (-12)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
128
Holders Change
-12
Holders Change %
-8.57%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
71
Reduced
26
Closed
34
Calls
$272K
Puts
$67K
Net Calls
+$205K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M -$1.87M -56,699 -1%
GF
2
Greenhouse Funds
Maryland
$95.9M +$9M +273,153 +11%
BlackRock
3
BlackRock
New York
$79.4M +$19.1M +580,183 +33%
WC
4
Wynnefield Capital
New York
$43.5M
Vanguard Group
5
Vanguard Group
Pennsylvania
$42M +$2.34M +71,007 +6%
State Street
6
State Street
Massachusetts
$39.3M +$6.37M +193,331 +20%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$29.8M -$2.17M -65,998 -7%
Morgan Stanley
8
Morgan Stanley
New York
$28.4M -$2.42M -73,574 -8%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$26M +$4.87M +147,972 +24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17M +$3.22M +97,820 +24%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$15.8M +$294K +8,934 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$13.8M +$3.14M +95,233 +30%
DCM
13
Driehaus Capital Management
Illinois
$13.6M -$133K -4,029 -1%
FAM
14
Fred Alger Management
New York
$13.2M +$2.13M +64,543 +20%
CRC
15
Catawba River Capital
South Carolina
$13M +$214K +6,504 +2%
Capital International Investors
16
Capital International Investors
California
$12.9M +$12.6M +383,420 New
Renaissance Technologies
17
Renaissance Technologies
New York
$10.5M +$1.89M +57,400 +23%
EAM
18
Eagle Asset Management
Florida
$10.3M +$1.54M +46,632 +18%
Invesco
19
Invesco
Georgia
$9.01M -$2.5M -75,807 -22%
OWIM
20
Old West Investment Management
California
$7.39M +$2.72M +82,501 +60%
Charles Schwab
21
Charles Schwab
California
$7.21M +$2.26M +68,495 +47%
PTC
22
Philadelphia Trust Company
Pennsylvania
$6.11M +$3.33M +101,180 +125%
UBS Group
23
UBS Group
Switzerland
$5.88M +$58.8K +1,785 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$5.45M +$151K +4,588 +3%
Northern Trust
25
Northern Trust
Illinois
$5.45M -$205K -6,215 -4%

CDRE Hedge Fund Activity: Q2 2024 in Review

128 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cadre Holdings (CDRE) for Q2 2024, worth a combined $815M — down 3.7% from $846M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CDRE and 23 opened new positions — a net loss of 11 holders — while 26 trimmed existing stakes and 71 added.

The largest buyer was BlackRock, adding an estimated $19.1M. The largest seller was Citadel Advisors, cutting an estimated $26.4M.

  • 128 institutional investors held Cadre Holdings (CDRE) as of Q2 2024, down from 140 in Q1 2024.
  • Funds reported $815M of Cadre Holdings stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 23 funds opened new Cadre Holdings positions in Q2 2024 and 34 closed out, a net change of -11 holders.
  • The largest Cadre Holdings buyer in Q2 2024 was BlackRock, an estimated $19.1M added.
  • The largest Cadre Holdings seller in Q2 2024 was Citadel Advisors, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2024.