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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
0% less ownership
Funds ownership: 0.2% → 0.2% (-0%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5% less capital invested
Capital invested by funds: $768K → $727K (-$41.4K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.49K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$29 |
| 3 |
JP Morgan Chase
New York
|
+$29 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Capital Insight Partners
Scottsdale,
Arizona
|
-$75.2K |
| 2 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$607 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Mariner
Overland Park,
Kansas
| $439K | – | – | – |
|
|
CIP
2
Capital Insight Partners
Scottsdale,
Arizona
| $147K | -$75.2K | -2,604 | -31% |
|
|
FFO
3
Fortitude Family Office
Scottsdale,
Arizona
| $62.3K | +$69.8K | +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 | +$29 | +1 | +0.2% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $3.11K | +$3.49K | +121 | New |
|
|
T
8
Tidemark
San Diego,
California
| $960 | +$1.07K | +37 | New |
|
9
Qube Research & Technologies (QRT)
London,
United Kingdom
| $903 | – | – | – |
|
|
10
JP Morgan Chase
New York
| $17 | +$29 | +1 | New |
|
|
WWP
11
WR Wealth Planners
Columbia,
Missouri
| – | -$607 | -22 | Closed |
|
CWD Hedge Fund Activity: Q4 2023 in Review
10 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q4 2023, worth a combined $727K — down 5.4% from $768K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CWD positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $3.49K. The largest seller was Capital Insight Partners, cutting an estimated $75.2K.
- 10 institutional investors held CaliberCos (CWD) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $727K of CaliberCos stock for Q4 2023, down 5.4% quarter-over-quarter.
- 4 funds opened new CaliberCos positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest CaliberCos buyer in Q4 2023 was Tower Research Capital (TRC), an estimated $3.49K added.
- The largest CaliberCos seller in Q4 2023 was Capital Insight Partners, an estimated $75.2K sold.
Based on aggregated 13F filings for Q4 2023.