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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
MGIM
151
M&G Investment Management
United Kingdom
– -$201K -11,145 Closed
BRWA
152
B. Riley Wealth Advisors
Florida
– -$194K -10,615 Closed
Stifel Financial
153
Stifel Financial
Missouri
– -$186K -10,200 Closed
OAM
154
Oppenheimer Asset Management
New York
– -$185K -10,136 Closed
Lazard Asset Management
155
Lazard Asset Management
New York
– -$87K -4,788 Closed
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
– -$53K -2,950 Closed
PMEF
157
Point72 Middle East FZE
United Arab Emirates
– -$10.9K -594 Closed
SPIA
158
Steward Partners Investment Advisory
New York
– -$7.5K -410 Closed
TWA
159
TCI Wealth Advisors
Arizona
– -$3.78K -207 Closed
Federated Hermes
160
Federated Hermes
Pennsylvania
– -$2.25K -123 Closed
IA
161
IFP Advisors
Florida
– -$4K -99 Closed
EI
162
Ellevest Inc
New York
– -$512 -28 Closed
LC
163
Lindbrook Capital
California
– -$329 -18 Closed
CS
164
Credit Suisse
Switzerland
– -$18 -1 Closed
PVH
165
Psagot Value Holdings
Israel
– +$507 +28 New
3 4 5 6
7

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.