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CTO

CTO Realty Growth

182 hedge funds and large institutions have $365M invested in CTO Realty Growth in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

717% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 6

86% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 35

49% more capital invested

Capital invested by funds: $245M → $365M (+$120M)

30% more funds holding

Funds holding: 140182 (+42)

22.19% more ownership

Funds ownership: 60.83%83.02% (+22%)

40% less call options, than puts

Call options by funds: $842K | Put options by funds: $1.41M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
182
Holders Change
+42
Holders Change %
+30%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
49
Increased
65
Reduced
35
Closed
6
Calls
$842K
Puts
$1.41M
Net Calls
-$567K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$3.97M +$356K +18,743 +10%
DRZID
27
DePrince Race & Zollo Inc (DRZ)
Florida
$3.45M +$1.92M +101,118 +126%
CCM
28
Cutler Capital Management
Massachusetts
$3.35M +$179K +9,387 +6%
ETC
29
Exchange Traded Concepts
Oklahoma
$3.33M -$10.4K -548 -0.3%
Goldman Sachs
30
Goldman Sachs
New York
$3.2M +$1.62M +85,311 +103%
Charles Schwab
31
Charles Schwab
California
$3.07M +$1.9M +99,943 +163%
TC
32
Truvestments Capital
Florida
$2.96M +$10.5K +551 +0.4%
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.93M +$960K +50,461 +49%
Bank of America
34
Bank of America
North Carolina
$2.81M +$332K +17,433 +13%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$2.78M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.53M -$98.9K -5,198 -4%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.47M -$70.4K -3,700 -3%
MOACM
38
Mutual of America Capital Management
New York
$2.36M -$64K -3,367 -3%
GC
39
Globeflex Capital
California
$2.11M +$2M +105,338 +1,866%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$1.99M +$290K +15,223 +17%
UBS Group
41
UBS Group
Switzerland
$1.91M +$127K +6,655 +7%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$1.79M +$1.79M +94,340 New
PIWA
43
Prevail Innovative Wealth Advisors
Kansas
$1.68M +$1.68M +88,395 New
Wells Fargo
44
Wells Fargo
California
$1.49M +$270K +14,192 +22%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$1.41M +$1.41M +74,144 New
Deutsche Bank
46
Deutsche Bank
Germany
$1.39M +$1.14M +60,067 +467%
Prudential Financial
47
Prudential Financial
New Jersey
$1.34M +$173K +9,100 +15%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.21M +$47.5K +2,500 +4%
TAM
49
Third Avenue Management
New York
$1.2M
AI
50
Atom Investors
Texas
$1.15M +$1.15M +60,413 New

CTO Hedge Fund Activity: Q3 2024 in Review

182 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CTO Realty Growth (CTO) for Q3 2024, worth a combined $365M — up 49% from $245M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CTO positions and 6 closed out — a net gain of 43 holders — while 65 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $34.6M. The largest seller was Crossingbridge Advisors, exiting entirely with an estimated $5.81M sold.

  • 182 institutional investors held CTO Realty Growth (CTO) as of Q3 2024, up from 140 in Q2 2024.
  • Funds reported $365M of CTO Realty Growth stock for Q3 2024, up 49% quarter-over-quarter.
  • 49 funds opened new CTO Realty Growth positions in Q3 2024 and 6 closed out, a net change of +43 holders.
  • The largest CTO Realty Growth buyer in Q3 2024 was BlackRock, an estimated $34.6M added.
  • The largest CTO Realty Growth seller in Q3 2024 was Crossingbridge Advisors, an estimated $5.81M sold.

Based on aggregated 13F filings for Q3 2024.