CaliberCos
10 hedge funds and large institutions have $727K invested in CaliberCos in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TRCT
1
Tower Research Capital (TRC)
New York
|
$3.11K |
| 2 |
2
Bank of America
Charlotte,
North Carolina
|
$14.1K |
| 3 |
3
JPMorgan Chase & Co
New York
|
$17 |
Top Sellers
| 1 |
CIP
1
Capital Insight Partners
Scottsdale,
Arizona
|
$147K |
| 2 |
WWP
2
WR Wealth Planners
Columbia,
Missouri
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Mariner
Overland Park,
Kansas
| $439K | – | – | – |
|
|
CIP
2
Capital Insight Partners
Scottsdale,
Arizona
| $147K | -$67.2K | -2,604 | -31% |
|
|
FFO
3
Fortitude Family Office
Scottsdale,
Arizona
| $62.3K | +$62.3K | +2,416 | New |
|
|
1W
4
1776 Wealth
Atlanta,
Georgia
| $32.3K | – | – | – |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $14.1K | +$26 | +1 | +0.2% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $3.11K | +$3.11K | +121 | New |
|
|
T
8
Tidemark
San Diego,
California
| $960 | +$960 | +37 | New |
|
9
Qube Research & Technologies (QRT)
London,
United Kingdom
| $903 | – | – | – |
|
|
10
JPMorgan Chase & Co
New York
| $17 | +$17 | +1 | New |
|
|
WWP
11
WR Wealth Planners
Columbia,
Missouri
| – | -$607 | -22 | Closed |
|