CaliberCos
18 hedge funds and large institutions have $485K invested in CaliberCos in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
20% more funds holding
Funds holding: 15 → 18 (+3)
6% more capital invested
Capital invested by funds: $458K → $485K (+$26.9K)
0.41% less ownership
Funds ownership: 5.01% → 4.6% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$49.6K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$37.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$32K |
| 4 |
IIC
Ironwood Investment Counsel
Scottsdale,
Arizona
|
+$18.9K |
| 5 |
AA
ACT Advisors
Asheville,
North Carolina
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$212K |
| 2 |
CIP
Capital Insight Partners
Scottsdale,
Arizona
|
-$29.5K |
| 3 |
Renaissance Technologies
New York
|
-$1.4K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$57 |
CWD Hedge Fund Activity: Q4 2024 in Review
18 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in CaliberCos (CWD) for Q4 2024, worth a combined $485K — up 5.9% from $458K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CWD positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $49.6K. The largest seller was Mariner, exiting entirely with an estimated $212K sold.
- 18 institutional investors held CaliberCos (CWD) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $485K of CaliberCos stock for Q4 2024, up 5.9% quarter-over-quarter.
- 5 funds opened new CaliberCos positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest CaliberCos buyer in Q4 2024 was Citadel Advisors, an estimated $49.6K added.
- The largest CaliberCos seller in Q4 2024 was Mariner, an estimated $212K sold.
Based on aggregated 13F filings for Q4 2024.