CaliberCos
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.
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
| 1 |
1
Bank of America
Charlotte,
North Carolina
|
$14.9K |
| 2 |
1W
2
1776 Wealth
Atlanta,
Georgia
|
$34K |
| 3 |
3
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$959 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Mariner
Overland Park,
Kansas
| $463K | – | – | – |
|
|
CIP
2
Capital Insight Partners
Scottsdale,
Arizona
| $226K | – | – | – |
|
|
1W
3
1776 Wealth
Atlanta,
Georgia
| $34K | +$6.8K | +250 | +25% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| $14.9K | +$14.9K | +546 | New |
|
|
6
Qube Research & Technologies (QRT)
London,
United Kingdom
| $959 | +$959 | +35 | New |
|
|
WWP
7
WR Wealth Planners
Columbia,
Missouri
| $607 | – | – | – |
|
8
Citadel Advisors
Miami,
Florida
| – | -$55.7K | -1,452 | Closed |
|
|
GSC
9
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$21.4K | -556 | Closed |
|
|
TFA
10
Toth Financial Advisory
Leesburg,
Virginia
| – | -$573 | -15 | Closed |
|