REFI

Chicago Atlantic Real Estate Finance

98 hedge funds and large institutions have $97M invested in Chicago Atlantic Real Estate Finance in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
40
Reduced
20
Closed
8
Calls
$723K
Puts
$23K
Net Calls
+$700K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
26
PBMares Wealth Management
Virginia
$478K
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$471K
PCM
28
Penserra Capital Management
California
$450K -$32.3K -2,088 -7%
Mariner
29
Mariner
Kansas
$386K -$38.3K -2,471 -9%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$382K +$13.4K +864 +4%
EHC
31
Everett Harris & Co
California
$380K
Barclays
32
Barclays
United Kingdom
$343K +$251K +16,189 +272%
Citigroup
33
Citigroup
New York
$342K +$137K +8,816 +66%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$336K +$20.9K +1,349 +7%
UAG
35
United Advisor Group
Ohio
$319K +$319K +20,550 New
Prudential Financial
36
Prudential Financial
New Jersey
$313K +$58.9K +3,800 +23%
Jane Street
37
Jane Street
New York
$312K -$82.4K -5,310 -21%
MAM
38
Martingale Asset Management
Massachusetts
$280K +$26.4K +1,703 +10%
ECM
39
ExodusPoint Capital Management
New York
$257K +$257K +16,600 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$232K +$16.3K +1,050 +8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$230K +$11.5K +740 +5%
AG
42
AlTi Global
New York
$227K +$6.57K +411 +3%
UBS Group
43
UBS Group
Switzerland
$206K +$53K +3,415 +35%
AIA
44
Alera Investment Advisors
Illinois
$206K +$206K +13,289 New
SW
45
SlateStone Wealth
Florida
$193K
Truist Financial
46
Truist Financial
North Carolina
$193K -$46.5K -3,000 -19%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$192K +$6.21K +399 +3%
EFS
48
Essex Financial Services
Connecticut
$180K +$180K +11,721 New
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$175K +$14K +900 +9%
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$174K -$174K -11,217 -50%