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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
AA
76
ALPS Advisors
Colorado
$261K +$582 +35 +0.2%
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$237K +$227K +13,659 New
AllianceBernstein
78
AllianceBernstein
Tennessee
$235K
CSC
79
Cove Street Capital
California
$232K -$23K -1,380 -9%
Deutsche Bank
80
Deutsche Bank
Germany
$223K
MFIM
81
Mesirow Financial Investment Management
Illinois
$217K
VEA
82
Virtus ETF Advisers
New York
$215K +$5.89K +354 +3%
FFA
83
First Foundation Advisors
California
$214K -$59K -3,548 -22%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$213K +$42.3K +2,543 +26%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$207K +$32K +1,925 +19%
NW
86
Naviter Wealth
Arkansas
$203K -$16.6K -1,000 -8%
WANY
87
Wealthspire Advisors (New York)
New York
$201K
WA
88
Wealth Architects
California
$197K
MIM
89
MetLife Investment Management
New Jersey
$197K -$18.1K -1,086 -9%
JF
90
Jump Financial
Illinois
$192K +$184K +11,081 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$191K -$9.05K -544 -5%
AIG
92
American International Group
New York
$189K -$732 -44 -0.4%
CAM
93
Concorde Asset Management
Michigan
$187K +$180K +10,800 New
VOYA Investment Management
94
VOYA Investment Management
Georgia
$187K +$4.18K +251 +2%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$187K -$11.7K -705 -6%
TRCT
96
Tower Research Capital (TRC)
New York
$181K +$148K +8,880 +558%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$181K
SOADOR
98
State of Alaska Department of Revenue
Alaska
$180K +$566 +34 +0.3%
AL
99
Arnhold LLC
New York
$176K
ECM
100
EMC Capital Management
Texas
$165K

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.