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.
0.22% more ownership
Funds ownership: 0% → 0.22% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$967K |
| 2 |
CIP
Capital Insight Partners
Scottsdale,
Arizona
|
+$472K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$82.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$59.6K |
| 5 |
1W
1776 Wealth
Atlanta,
Georgia
|
+$56.8K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mariner
Overland Park,
Kansas
| $653K | +$967K | +17,008 | New |
|
|
CIP
2
Capital Insight Partners
Scottsdale,
Arizona
| $319K | +$472K | +8,305 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $55.7K | +$82.5K | +1,452 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | +$59.6K | +1,049 | New |
|
|
1W
5
1776 Wealth
Atlanta,
Georgia
| $38.4K | +$56.8K | +1,000 | New |
|
|
GSC
6
Ground Swell Capital
Folly Beach,
South Carolina
| $21.4K | +$31.6K | +556 | New |
|
|
WWP
7
WR Wealth Planners
Columbia,
Missouri
| $856 | +$1.25K | +22 | New |
|
|
TFA
8
Toth Financial Advisory
Leesburg,
Virginia
| $573 | +$853 | +15 | New |
|
CWD Hedge Fund Activity: Q2 2023 in Review
8 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q2 2023, worth a combined $1.13M.
Buyers outnumbered sellers: 8 funds opened new CWD positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $967K.
- 8 institutional investors held CaliberCos (CWD) as of Q2 2023, up from 0 in Q1 2023.
- Funds reported $1.13M of CaliberCos stock for Q2 2023.
- 8 funds opened new CaliberCos positions in Q2 2023 and 0 closed out, a net change of +8 holders.
- The largest CaliberCos buyer in Q2 2023 was Mariner, an estimated $967K added.
Based on aggregated 13F filings for Q2 2023.