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CaliberCos

8 hedge funds and large institutions have $1.13M invested in CaliberCos in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
8
Holders Change
+8
Holders Change %
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$653K +$653K +17,008 New
CIP
2
Capital Insight Partners
Arizona
$319K +$319K +8,305 New
Citadel Advisors
3
Citadel Advisors
Florida
$55.7K +$55.7K +1,452 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40K +$40K +1,049 New
1W
5
1776 Wealth
Georgia
$38.4K +$38.4K +1,000 New
GSC
6
Ground Swell Capital
South Carolina
$21.4K +$21.4K +556 New
WWP
7
WR Wealth Planners
Missouri
$856 +$856 +22 New
TFA
8
Toth Financial Advisory
Virginia
$573 +$573 +15 New