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Cleveland-Cliffs

624 hedge funds and large institutions have $6.96B invested in Cleveland-Cliffs in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 159 increasing their positions, 257 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

33% more capital invested

Capital invested by funds: $5.23B → $6.96B (+$1.73B)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3% more funds holding

Funds holding: 606624 (+18)

1.83% more ownership

Funds ownership: 65.73%67.56% (+1.8%)

26% less call options, than puts

Call options by funds: $452M | Put options by funds: $608M

38% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 257

Holders
624
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
9.1%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
99
Increased
159
Reduced
257
Closed
73
Calls
$452M
Puts
$608M
Net Calls
-$156M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
451
Meixler Investment Management
Arizona
$217K -$6.85K -400 -4%
AWG
452
Altus Wealth Group
Colorado
$216K -$18.8K -1,100 -9%
IA
453
Inspire Advisors
Idaho
$215K -$124K -7,255 -41%
HAIM
454
Hunter Associates Investment Management
Pennsylvania
$214K -$8.56K -500 -5%
HWAM
455
Hennion & Walsh Asset Management
New Jersey
$213K +$178K +10,423 New
WWG
456
West Wealth Group
California
$212K
AIC
457
Archer Investment Corporation
Indiana
$210K -$17.1K -1,000 -9%
CHAM
458
Clear Harbor Asset Management
Connecticut
$209K
SIC
459
Shoker Investment Counsel
Ohio
$209K
USCWA
460
U.S. Capital Wealth Advisors
Texas
$207K +$154 +9 +0.1%
BBVA
461
Banco Bilbao Vizcaya Argentaria
Spain
$207K -$239K -13,953 -58%
CBFP
462
Cedar Brook Financial Partners
Ohio
$207K -$15K -874 -7%
GT
463
Glenmede Trust
Pennsylvania
$206K +$171 +10 +0.1%
AA
464
AlphaMark Advisors
Kentucky
$205K -$37.7K -2,200 -18%
GI
465
GAMCO Investors
Connecticut
$204K
OWP
466
Obermeyer Wealth Partners
Colorado
$204K
SEEDPG
467
S.E.E.D. Planning Group
New York
$204K
HTIM
468
Harbour Trust & Investment Management
Indiana
$204K +$171K +10,000 New
LSA
469
Leonteq Securities AG
Switzerland
$203K +$49.2K +2,874 +41%
Wealthfront Advisers
470
Wealthfront Advisers
California
$202K -$252K -14,695 -60%
TSW
471
Thompson Siegel & Walmsley
Virginia
$199K +$120K +7,000 +255%
KLCM
472
KG&L Capital Management
Louisiana
$198K +$190K +11,120 New
National Bank of Canada
473
National Bank of Canada
Quebec, Canada
$192K -$39.1K -2,285 -19%
SOW
474
State of Wyoming
Wyoming
$164K +$94.4K +5,517 +219%
PS
475
Planned Solutions
California
$163K +$137K +8,000 New

CLF Hedge Fund Activity: Q4 2023 in Review

624 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cleveland-Cliffs (CLF) for Q4 2023, worth a combined $6.96B — up 33% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new CLF positions and 73 closed out — a net gain of 26 holders — while 159 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Citadel Advisors, cutting an estimated $123M.

  • 624 institutional investors held Cleveland-Cliffs (CLF) as of Q4 2023, up from 606 in Q3 2023.
  • Funds reported $6.96B of Cleveland-Cliffs stock for Q4 2023, up 33% quarter-over-quarter.
  • 99 funds opened new Cleveland-Cliffs positions in Q4 2023 and 73 closed out, a net change of +26 holders.
  • The largest Cleveland-Cliffs buyer in Q4 2023 was Morgan Stanley, an estimated $101M added.
  • The largest Cleveland-Cliffs seller in Q4 2023 was Citadel Advisors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2023.