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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
BlackRock
1
BlackRock
New York
$72.2M +$34.6M +1,821,892 +92%
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.9M +$342K +17,977 +2%
HRES
3
Heitman Real Estate Securities
Illinois
$18.8M +$3.91M +205,383 +26%
Marshall Wace
4
Marshall Wace
United Kingdom
$12.1M +$12.1M +637,802 New
GWI
5
Grace & White Inc
New York
$11.1M -$425K -22,370 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.88M -$50.7K -2,664 -0.5%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$9.78M +$9.78M +514,431 New
Russell Investments Group
8
Russell Investments Group
United Kingdom
$8.97M +$2.02M +106,473 +29%
State Street
9
State Street
Massachusetts
$8.6M -$742K -39,028 -8%
Morgan Stanley
10
Morgan Stanley
New York
$8.59M +$1.22M +64,063 +17%
Two Sigma Investments
11
Two Sigma Investments
New York
$8.47M +$5.23M +275,208 +162%
ISL
12
Ingalls & Snyder LLC
New York
$7.55M +$23.6K +1,241 +0.3%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$7.51M +$3.02M +158,600 +67%
MVP
14
Miller Value Partners
Florida
$7.3M -$1.14M -60,000 -14%
LSV Asset Management
15
LSV Asset Management
Illinois
$6.96M -$302K -15,880 -4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$5.81M +$116K +6,124 +2%
AA
17
Ancora Advisors
Ohio
$5.38M -$1.22M -64,203 -18%
BFM
18
Boothbay Fund Management
New York
$5.25M -$1.74M -91,547 -25%
Citadel Advisors
19
Citadel Advisors
Florida
$5.22M +$2.26M +119,087 +77%
Millennium Management
20
Millennium Management
New York
$4.93M +$3.85M +202,284 +355%
Boston Partners
21
Boston Partners
Massachusetts
$4.71M +$3.64M +191,588 +342%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$4.68M +$4.68M +246,288 New
KCM
23
Kennedy Capital Management
Missouri
$4.65M +$47K +2,471 +1%
N
24
Nuveen
North Carolina
$4.33M +$1.97M +103,440 +83%
Northern Trust
25
Northern Trust
Illinois
$4.05M +$48.9K +2,573 +1%

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.