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CaliberCos
CWD

7 hedge funds and large institutions have $768K invested in CaliberCos in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 4.32% → 4.08% (-0.24%)

13% less funds holding

Funds holding: 8 → 7 (-1)

32% less capital invested

Capital invested by funds: $1.13M → $768K (-$361K)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.2K
2
1W
1776 Wealth
Georgia
+$8.33K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.17K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$55.7K
2
GSC
Ground Swell Capital
South Carolina
-$21.4K
3
TFA
Toth Financial Advisory
Virginia
-$573

CWD Hedge Fund Activity: Q3 2023 in Review

7 of the 6,312 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q3 2023, worth a combined $768K — down 32% from $1.13M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CWD and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Bank of America, opening a new position worth an estimated $18.2K. The largest seller was Citadel Advisors, exiting entirely with an estimated $55.7K sold.

  • 7 institutional investors held CaliberCos (CWD) as of Q3 2023, down from 8 in Q2 2023.
  • Funds reported $768K of CaliberCos stock for Q3 2023, down 32% quarter-over-quarter.
  • 2 funds opened new CaliberCos positions in Q3 2023 and 3 closed out, a net change of -1 holder.
  • The largest CaliberCos buyer in Q3 2023 was Bank of America, an estimated $18.2K added.
  • The largest CaliberCos seller in Q3 2023 was Citadel Advisors, an estimated $55.7K sold.

Based on aggregated 13F filings for Q3 2023.