We are live on ! Find out more
CTO

CTO Realty Growth

70 hedge funds and large institutions have $199M invested in CTO Realty Growth in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $178M → $199M (+$20.8M)

1% more funds holding

Funds holding: 6970 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.69% less ownership

Funds ownership: 228.58%224.9% (-3.7%)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
6
Increased
16
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wintergreen Advisers
New Jersey
$86.1M
BIT
2
BlackRock Institutional Trust
California
$12.8M -$437K -31,075 -4%
ACP
3
Andalusian Capital Partners
Connecticut
$11M +$442K +31,487 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.88M +$411K +29,266 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.59M +$17.9K +1,271 +0.2%
BFA
6
BlackRock Fund Advisors
California
$6.57M +$814K +57,957 +15%
CC
7
Carlson Capital
Texas
$4.6M
State Street
8
State Street
Massachusetts
$4.29M -$516K -36,745 -11%
RA
9
Royce & Associates
New York
$4M -$1.79M -127,102 -32%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$3.5M
Northern Trust
11
Northern Trust
Illinois
$3.42M -$102K -7,269 -3%
UBS Group
12
UBS Group
Switzerland
$3.22M +$2.99M +212,523 New
RFC
13
Russell Frank Company
Washington
$3.21M
FAM
14
Fenimore Asset Management
New York
$2.9M
Wells Fargo
15
Wells Fargo
California
$2.5M +$28.2K +2,007 +1%
OC
16
Oppenheimer & Close
New York
$2.49M
EP
17
Elkhorn Partners
Nebraska
$2.38M
AR
18
Advisory Research
Illinois
$2.23M +$232K +16,516 +13%
GWI
19
Grace & White Inc
New York
$2M
Invesco
20
Invesco
Georgia
$1.92M -$43K -3,058 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.88M -$25.9K -1,842 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.48M +$90.2K +6,418 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.4M -$218K -15,492 -14%
BCM
24
Bridgeway Capital Management
Texas
$1.38M -$3.89K -277 -0.3%
Morgan Stanley
25
Morgan Stanley
New York
$1.36M +$184K +13,067 +17%