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CTO

CTO Realty Growth

135 hedge funds and large institutions have $244M invested in CTO Realty Growth in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $678K | Put options by funds: $227K

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $219M → $244M (+$24.5M)

4% more funds holding

Funds holding: 130135 (+5)

2.51% more ownership

Funds ownership: 59.65%62.16% (+2.5%)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
51
Reduced
47
Closed
7
Calls
$678K
Puts
$227K
Net Calls
+$451K
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$682K +$31.2K +1,876 +5%
JP Morgan Chase
52
JP Morgan Chase
New York
$672K +$285K +17,125 +79%
Victory Capital Management
53
Victory Capital Management
Texas
$650K +$8.49K +510 +1%
CDH
54
Charles D. Hyman
$641K
PCM
55
Penserra Capital Management
California
$612K +$99.7K +5,991 +20%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$570K -$62.9K -3,779 -10%
US Bancorp
57
US Bancorp
Minnesota
$545K -$7.41K -445 -1%
Osaic Holdings
58
Osaic Holdings
Arizona
$534K -$254K -15,286 -33%
Barclays
59
Barclays
United Kingdom
$522K +$444K +26,656 +764%
HF
60
HRT Financial
New York
$499K +$480K +28,817 New
WVP
61
Worth Venture Partners
New Jersey
$490K +$25K +1,500 +6%
Man Group
62
Man Group
United Kingdom
$484K +$464K +27,907 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$476K -$244K -14,675 -35%
Boston Partners
64
Boston Partners
Massachusetts
$436K -$216K -12,969 -34%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$433K +$66.6K +4,000 +19%
AI
66
AXS Investments
New York
$432K -$104K -6,265 -20%
ZIC
67
ZWJ Investment Counsel
Georgia
$427K
Nomura Asset Management
68
Nomura Asset Management
Japan
$385K +$13.3K +800 +4%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$381K +$8.25K +496 +2%
ECM
70
ExodusPoint Capital Management
New York
$377K +$362K +21,752 New
Jane Street
71
Jane Street
New York
$353K +$339K +20,346 New
GC
72
Guggenheim Capital
Illinois
$347K +$14.1K +850 +4%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330K -$11.6K -699 -4%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$279K -$33.8K -2,030 -11%
RJA
75
Raymond James & Associates
Florida
$268K -$61.6K -3,700 -19%

CTO Hedge Fund Activity: Q4 2023 in Review

135 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CTO Realty Growth (CTO) for Q4 2023, worth a combined $244M — up 11% from $219M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CTO positions and 7 closed out — a net gain of 5 holders — while 51 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5M. The largest seller was Foundry Partners, exiting entirely with an estimated $3.26M sold.

  • 135 institutional investors held CTO Realty Growth (CTO) as of Q4 2023, up from 130 in Q3 2023.
  • Funds reported $244M of CTO Realty Growth stock for Q4 2023, up 11% quarter-over-quarter.
  • 12 funds opened new CTO Realty Growth positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest CTO Realty Growth buyer in Q4 2023 was Morgan Stanley, an estimated $5M added.
  • The largest CTO Realty Growth seller in Q4 2023 was Foundry Partners, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2023.