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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
NI
151
NCP Inc
California
$19.9K
RIL
152
Rothschild Investment LLC
Illinois
$19.4K +$761 +40 +4%
NA
153
NewEdge Advisors
Louisiana
$19K +$19K +1,000 New
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$18.7K +$18.7K +982 New
MFT
155
Moisand Fitzgerald Tamayo
Florida
$14.7K
PA
156
Parallel Advisors
California
$14.2K -$4.24K -223 -23%
AB
157
Amalgamated Bank
New York
$14K
RCM
158
Raleigh Capital Management
North Carolina
$9.32K +$1.14K +60 +14%
HNB
159
Huntington National Bank
Ohio
$9.04K
CAL
160
Capital Advisors Ltd
Ohio
$9K
VWM
161
Venturi Wealth Management
Texas
$9K +$9K +473 New
CFGS
162
Concourse Financial Group Securities
Alabama
$7.68K +$7.68K +404 New
NS
163
NBC Securities
Alabama
$7K +$152 +8 +2%
JFA
164
JNBA Financial Advisors
Minnesota
$6.81K +$6.81K +358 New
CPA
165
Capital Performance Advisors
California
$6.22K +$6.22K +327 New
TWD
166
True Wealth Design
Ohio
$5.17K +$5.17K +272 New
Jones Financial Companies
167
Jones Financial Companies
Missouri
$5.13K +$5.13K +270 New
Comerica Bank
168
Comerica Bank
Texas
$3.77K
LC
169
Lindbrook Capital
California
$3.56K +$3.56K +187 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$3.25K +$3.25K +171 New
EWA
171
EverSource Wealth Advisors
Alabama
$3.1K
AF
172
Allworth Financial
California
$2.26K
HCA
173
Harbor Capital Advisors
Illinois
$2K +$2.3K +121 New
AAP
174
Arax Advisory Partners
Colorado
$1.56K
Federated Hermes
175
Federated Hermes
Pennsylvania
$1.5K +$1.5K +79 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.