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CTO

CTO Realty Growth
CTO

130 hedge funds and large institutions have $219M invested in CTO Realty Growth in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,893% more call options, than puts

Call options by funds: $837K | Put options by funds: $42K

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 131 → 130 (-1)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.15% less ownership

Funds ownership: 61.8% → 59.65% (-2.2%)

8% less capital invested

Capital invested by funds: $240M → $219M (-$20.3M)

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
44
Closed
11
Calls
$837K
Puts
$42K
Net Calls
+$795K
Net Calls Change
+$388K

Top Buyers

Rank Fund Capital Flow
1
CC
Carlson Capital
Texas
+$2.36M
2
Bank of America
Bank of America
North Carolina
+$972K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$724K
4
Renaissance Technologies
Renaissance Technologies
New York
+$680K
5
AI
AXS Investments
New York
+$536K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.16M
2
Man Group
Man Group
United Kingdom
-$1.89M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.31M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.24M
5
SSA
Schonfeld Strategic Advisors
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$1.89M – – –
CCM
27
Cutler Capital Management
Massachusetts
$1.87M +$461K +26,829 +30%
TC
28
Truvestments Capital
Florida
$1.81M +$45.4K +2,642 +2%
MOACM
29
Mutual of America Capital Management
New York
$1.75M +$46.8K +2,724 +3%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.72M -$651K -37,916 -26%
Wells Fargo
31
Wells Fargo
California
$1.48M -$71.4K -4,158 -4%
Goldman Sachs
32
Goldman Sachs
New York
$1.45M -$72K -4,190 -4%
NGA
33
Naples Global Advisors
Florida
$1.38M +$29.2K +1,700 +2%
UBS Group
34
UBS Group
Switzerland
$1.31M +$188K +10,944 +16%
GI
35
GAMCO Investors
Connecticut
$1.2M +$28.1K +1,634 +2%
MAA
36
Mraz Amerine & Associates
California
$1.17M -$108K -6,273 -8%
ISL
37
Ingalls & Snyder LLC
New York
$1.15M -$1.51K -88 -0.1%
Prudential Financial
38
Prudential Financial
New Jersey
$1.04M -$75.6K -4,400 -6%
N
39
Nuveen
North Carolina
$1.03M -$440K -25,626 -29%
TAM
40
Third Avenue Management
New York
$1.02M – – –
Charles Schwab
41
Charles Schwab
California
$968K +$27.7K +1,610 +3%
PA
42
Pinnacle Associates
New York
$873K +$12.5K +725 +1%
AQR Capital Management
43
AQR Capital Management
Connecticut
$814K -$188K -10,918 -18%
Renaissance Technologies
44
Renaissance Technologies
New York
$809K +$680K +39,600 +384%
EP
45
Elkhorn Partners
Nebraska
$755K -$13.7K -800 -2%
Macquarie Group
46
Macquarie Group
Australia
$754K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$747K +$32.1K +1,870 +4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$711K +$20.3K +1,182 +3%
Invesco
49
Invesco
Georgia
$693K +$124K +7,235 +20%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$683K +$724K +42,164 New
1
2
3 4 5

CTO Hedge Fund Activity: Q3 2023 in Review

130 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CTO Realty Growth (CTO) for Q3 2023, worth a combined $219M — down 8.5% from $240M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CTO and 10 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 46 added.

The largest buyer was Carlson Capital, adding an estimated $2.36M. The largest seller was Millennium Management, exiting entirely with an estimated $2.16M sold.

  • 130 institutional investors held CTO Realty Growth (CTO) as of Q3 2023, down from 131 in Q2 2023.
  • Funds reported $219M of CTO Realty Growth stock for Q3 2023, down 8.5% quarter-over-quarter.
  • 10 funds opened new CTO Realty Growth positions in Q3 2023 and 11 closed out, a net change of -1 holder.
  • The largest CTO Realty Growth buyer in Q3 2023 was Carlson Capital, an estimated $2.36M added.
  • The largest CTO Realty Growth seller in Q3 2023 was Millennium Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2023.