CaliberCos
15 hedge funds and large institutions have $458K invested in CaliberCos in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more funds holding
Funds holding: 14 → 15 (+1)
0.02% more ownership
Funds ownership: 0.23% → 0.25% (+0.02%)
16% less capital invested
Capital invested by funds: $545K → $458K (-$87.1K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$34.2K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$26.2K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$14.1K |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$7.27K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$66 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Capital Insight Partners
Scottsdale,
Arizona
|
-$14.6K |
| 2 |
Renaissance Technologies
New York
|
-$7.04K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.94K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.18K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$588 |
CWD Hedge Fund Activity: Q3 2024 in Review
15 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q3 2024, worth a combined $458K — down 16% from $545K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CWD positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $34.2K. The largest seller was Capital Insight Partners, cutting an estimated $14.6K.
- 15 institutional investors held CaliberCos (CWD) as of Q3 2024, up from 14 in Q2 2024.
- Funds reported $458K of CaliberCos stock for Q3 2024, down 16% quarter-over-quarter.
- 3 funds opened new CaliberCos positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest CaliberCos buyer in Q3 2024 was Koshinski Asset Management, an estimated $34.2K added.
- The largest CaliberCos seller in Q3 2024 was Capital Insight Partners, an estimated $14.6K sold.
Based on aggregated 13F filings for Q3 2024.