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CaliberCos
CWD

15 hedge funds and large institutions have $633K invested in CaliberCos in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

50% more funds holding

Funds holding: 10 → 15 (+5)

0.03% more ownership

Funds ownership: 0.2% → 0.23% (+0.03%)

13% less capital invested

Capital invested by funds: $727K → $633K (-$93.6K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
–
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$34K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$30K
3
Renaissance Technologies
Renaissance Technologies
New York
+$21.5K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.2K
5
WWP
WR Wealth Planners
Missouri
+$529

Top Sellers

Rank Fund Capital Flow
1
CIP
Capital Insight Partners
Arizona
-$40.1K
2
T
Tidemark
California
-$960
3
TRCT
Tower Research Capital (TRC)
New York
-$168
4
Bank of America
Bank of America
North Carolina
-$24
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$340K – – –
CIP
2
Capital Insight Partners
Arizona
$80.6K -$40.1K -1,669 -29%
FFO
3
Fortitude Family Office
Arizona
$48.3K – – –
Citadel Advisors
4
Citadel Advisors
Florida
$28.3K +$34K +1,415 New
1W
5
1776 Wealth
Georgia
$25K – – –
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$25K +$30K +1,250 New
TW
7
Trajan Wealth
Arizona
$22.1K +$26.5K +1,103 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21K – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$18K +$21.5K +895 New
Bank of America
10
Bank of America
North Carolina
$10.9K -$24 -1 -0.2%
Vanguard Group
11
Vanguard Group
Pennsylvania
$10.1K +$12.2K +506 New
TRCT
12
Tower Research Capital (TRC)
New York
$2.27K -$168 -7 -6%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$700 – – –
WWP
14
WR Wealth Planners
Missouri
$446 +$529 +22 New
JP Morgan Chase
15
JP Morgan Chase
New York
$20 – – –
T
16
Tidemark
California
– -$960 -37 Closed

CWD Hedge Fund Activity: Q1 2024 in Review

15 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q1 2024, worth a combined $633K — down 13% from $727K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CWD positions and 1 closed out — a net gain of 5 holders — while 0 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $34K. The largest seller was Capital Insight Partners, cutting an estimated $40.1K.

  • 15 institutional investors held CaliberCos (CWD) as of Q1 2024, up from 10 in Q4 2023.
  • Funds reported $633K of CaliberCos stock for Q1 2024, down 13% quarter-over-quarter.
  • 6 funds opened new CaliberCos positions in Q1 2024 and 1 closed out, a net change of +5 holders.
  • The largest CaliberCos buyer in Q1 2024 was Citadel Advisors, an estimated $34K added.
  • The largest CaliberCos seller in Q1 2024 was Capital Insight Partners, an estimated $40.1K sold.

Based on aggregated 13F filings for Q1 2024.