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CTO

CTO Realty Growth
CTO

135 hedge funds and large institutions have $251M invested in CTO Realty Growth in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $258M → $251M (-$7.39M)

1.5% less ownership

Funds ownership: 64.16% → 62.67% (-1.5%)

11% less funds holding

Funds holding: 152 → 135 (-17)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

69% less call options, than puts

Call options by funds: $469K | Put options by funds: $1.5M

Holders
135
Holders Change
-17
Holders Change %
-11.18%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
65
Reduced
36
Closed
30
Calls
$469K
Puts
$1.5M
Net Calls
-$1.03M
Net Calls Change
-$998K

Top Buyers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
+$8.51M
2
CM
Cohanzick Management
New York
+$4.77M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.59M
4
State Street
State Street
Massachusetts
+$2.29M
5
BlackRock
BlackRock
New York
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$5.03M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.45M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.36M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.49M
5
ZP
Zimmer Partners
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$2.61M +$1.77M +97,756 +183%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.57M +$195K +10,754 +8%
Ameriprise
28
Ameriprise
Minnesota
$2.27M +$298K +16,451 +14%
RA
29
RiverPark Advisors
New York
$2.23M +$1.77M +97,716 +312%
Man Group
30
Man Group
United Kingdom
$2.23M -$1.58M -87,173 Closed
KCM
31
Kennedy Capital Management
Missouri
$2.02M – – –
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$1.81M +$1.9M +105,000 New
MOACM
33
Mutual of America Capital Management
New York
$1.78M -$58.5K -3,231 -3%
TC
34
Truvestments Capital
Florida
$1.78M +$359K +19,836 +24%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$1.7M -$86.4K -4,768 -5%
Wells Fargo
36
Wells Fargo
California
$1.67M -$59.9K -3,310 -3%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.6M -$1.29M -71,480 -44%
AQR Capital Management
38
AQR Capital Management
Connecticut
$1.5M +$515K +28,415 +49%
NGA
39
Naples Global Advisors
Florida
$1.49M -$22.8K -1,260 -1%
Prudential Financial
40
Prudential Financial
New Jersey
$1.42M -$309K -17,080 -17%
MAA
41
Mraz Amerine & Associates
California
$1.37M +$15.2K +839 +1%
CCM
42
Cutler Capital Management
Massachusetts
$1.32M +$334K +18,462 +32%
Goldman Sachs
43
Goldman Sachs
New York
$1.31M +$32.8K +1,809 +2%
GI
44
GAMCO Investors
Connecticut
$1.24M – – –
GCM
45
Graham Capital Management
Connecticut
$1.18M -$912K -50,347 -42%
ISL
46
Ingalls & Snyder LLC
New York
$1.02M +$27.3K +1,506 +3%
Charles Schwab
47
Charles Schwab
California
$1.01M +$182K +10,072 +21%
TAM
48
Third Avenue Management
New York
$999K – – –
First Trust Advisors
49
First Trust Advisors
Illinois
$968K +$238K +13,127 +31%
IMOV
50
Investment Management of Virginia
Virginia
$918K +$90.7K +5,009 +10%
1
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CTO Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CTO Realty Growth (CTO) for Q1 2023, worth a combined $251M — down 2.9% from $258M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CTO and 13 opened new positions — a net loss of 17 holders — while 36 trimmed existing stakes and 65 added.

The largest buyer was Heitman Real Estate Securities, adding an estimated $8.51M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $5.03M sold.

  • 135 institutional investors held CTO Realty Growth (CTO) as of Q1 2023, down from 152 in Q4 2022.
  • Funds reported $251M of CTO Realty Growth stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 13 funds opened new CTO Realty Growth positions in Q1 2023 and 30 closed out, a net change of -17 holders.
  • The largest CTO Realty Growth buyer in Q1 2023 was Heitman Real Estate Securities, an estimated $8.51M added.
  • The largest CTO Realty Growth seller in Q1 2023 was Alyeska Investment Group, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2023.