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81 hedge funds and large institutions have $86.1M invested in Cadiz in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $9K | Put options by funds: $3K

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 8081 (+1)

1.06% more ownership

Funds ownership: 37.99%39.05% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

16% less capital invested

Capital invested by funds: $103M → $86.1M (-$16.6M)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
28
Reduced
19
Closed
10
Calls
$9K
Puts
$3K
Net Calls
+$6K
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
26
American Assets Investment Management
California
$257K +$92.2K +24,085 +45%
HWA
27
HCR Wealth Advisors
California
$236K +$60.6K +15,822 +29%
Citadel Advisors
28
Citadel Advisors
Florida
$218K +$158K +41,201 +167%
RG
29
Rathbones Group
United Kingdom
$217K +$252K +65,689 New
Bank of America
30
Bank of America
North Carolina
$213K +$94.4K +24,657 +62%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$202K
Invesco
32
Invesco
Georgia
$169K +$116K +30,289 +146%
CF
33
Cantor Fitzgerald
New York
$166K
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$143K +$11.5K +3,000 +7%
EW
35
Evoke Wealth
California
$142K -$96.3K -25,135 -37%
BAWC
36
Boyce & Associates Wealth Consulting
Texas
$108K
ECM
37
ExodusPoint Capital Management
New York
$101K +$116K +30,373 New
Deutsche Bank
38
Deutsche Bank
Germany
$94K +$95.1K +24,834 +696%
JP Morgan Chase
39
JP Morgan Chase
New York
$87K -$23.1K -6,032 -19%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$79.4K -$7.66K -2,000 -8%
FIA
41
Foundations Investment Advisors
Arizona
$79.4K
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$77.7K
NC
43
Nokomis Capital
Texas
$76.1K +$88K +22,980 New
CLOS
44
Compagnie Lombard Odier SCmA
Switzerland
$73.2K
MIM
45
MetLife Investment Management
New Jersey
$70.7K
UBS Group
46
UBS Group
Switzerland
$68.1K -$9.86K -2,574 -11%
AIG
47
American International Group
New York
$67K +$2.76K +721 +4%
AllianceBernstein
48
AllianceBernstein
Tennessee
$64.5K +$18K +4,690 +32%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64K
KC
50
Kepos Capital
New York
$61K +$70.3K +18,357 New