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CaliberCos
CWD

14 hedge funds and large institutions have $545K invested in CaliberCos in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

0% less ownership

Funds ownership: 0.23% → 0.23% (-0%)

7% less funds holding

Funds holding: 15 → 14 (-1)

14% less capital invested

Capital invested by funds: $633K → $545K (-$88.1K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$29.8K
2
Renaissance Technologies
Renaissance Technologies
New York
+$9.88K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.9K
4
UBS Group
UBS Group
Switzerland
+$3.43K
5
TRCT
Tower Research Capital (TRC)
New York
+$1.16K

Top Sellers

Rank Fund Capital Flow
1
TW
Trajan Wealth
Arizona
-$22.1K
2
CIP
Capital Insight Partners
Arizona
-$10.1K
3
WWP
WR Wealth Planners
Missouri
-$446
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$286K – – –
CIP
2
Capital Insight Partners
Arizona
$58.4K -$10.1K -558 -14%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$44.6K +$29.8K +1,645 +132%
FFO
4
Fortitude Family Office
Arizona
$40.6K – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$24.2K +$9.88K +545 +61%
Citadel Advisors
6
Citadel Advisors
Florida
$23.8K – – –
1W
7
1776 Wealth
Georgia
$21K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18K – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$12.1K +$3.9K +215 +42%
Bank of America
10
Bank of America
North Carolina
$9.19K – – –
UBS Group
11
UBS Group
Switzerland
$3.18K +$3.43K +189 New
TRCT
12
Tower Research Capital (TRC)
New York
$2.99K +$1.16K +64 +56%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$588 – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$16 – – –
TW
15
Trajan Wealth
Arizona
– -$22.1K -1,103 Closed
WWP
16
WR Wealth Planners
Missouri
– -$446 -22 Closed

CWD Hedge Fund Activity: Q2 2024 in Review

14 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q2 2024, worth a combined $545K — down 14% from $633K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CWD and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.

The largest buyer was Koshinski Asset Management, adding an estimated $29.8K. The largest seller was Trajan Wealth, exiting entirely with an estimated $22.1K sold.

  • 14 institutional investors held CaliberCos (CWD) as of Q2 2024, down from 15 in Q1 2024.
  • Funds reported $545K of CaliberCos stock for Q2 2024, down 14% quarter-over-quarter.
  • 1 fund opened new CaliberCos positions in Q2 2024 and 2 closed out, a net change of -1 holder.
  • The largest CaliberCos buyer in Q2 2024 was Koshinski Asset Management, an estimated $29.8K added.
  • The largest CaliberCos seller in Q2 2024 was Trajan Wealth, an estimated $22.1K sold.

Based on aggregated 13F filings for Q2 2024.