REFI

Chicago Atlantic Real Estate Finance
REFI

Overview Fund Activity

103 hedge funds and large institutions have $112M invested in Chicago Atlantic Real Estate Finance in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
41
Reduced
23
Closed
14
Calls
$378K
Puts
$27K
Net Calls
+$351K
Net Calls Change
-$349K

Top Buyers

1
ICM
Intrepid Capital Management
Florida
+$9.15M
2
State Street
State Street
Massachusetts
+$2.05M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.32M
4
PCM
Penserra Capital Management
California
+$888K
5
FCG
Fielder Capital Group
Tennessee
+$842K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$729K
2
BlackRock
BlackRock
New York
-$502K
3
Prudential Financial
Prudential Financial
New Jersey
-$313K
4
Jane Street
Jane Street
New York
-$312K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Magnus Financial Group
New York
$508K +$508K +32,962 New
GIA
27
Gladstone Institutional Advisory
Florida
$500K -$617 -40 -0.1%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$490K +$22.8K +1,481 +5%
PWM
29
PBMares Wealth Management
Virginia
$475K – – –
DA
30
Doliver Advisors
Texas
$423K +$253K +16,438 +149%
Barclays
31
Barclays
United Kingdom
$403K +$61.5K +3,984 +18%
BCI
32
Brinker Capital Investments
Pennsylvania
$388K +$233K +15,092 +150%
OPS
33
Orion Portfolio Solutions
Nebraska
$388K +$233K +15,092 +150%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$379K -$910 -59 -0.2%
EHC
35
Everett Harris & Co
California
$378K – – –
AI
36
Atom Investors
Texas
$372K +$372K +24,099 New
Mariner
37
Mariner
Kansas
$354K -$29.5K -1,912 -8%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$345K +$10.6K +687 +3%
SC
39
Savant Capital
Illinois
$319K +$319K +20,712 New
CSS
40
Cubist Systematic Strategies
Connecticut
$305K +$305K +19,760 New
TC
41
TownSquare Capital
Utah
$303K +$142K +9,207 +88%
Citigroup
42
Citigroup
New York
$288K -$52.6K -3,414 -15%
MAM
43
Martingale Asset Management
Massachusetts
$283K +$4.55K +295 +2%
CCG
44
Catalina Capital Group
California
$253K +$253K +16,438 New
Bank of America
45
Bank of America
North Carolina
$243K +$79K +5,126 +48%
AG
46
AlTi Global
New York
$235K +$6.8K +423 +3%
AllianceBernstein
47
AllianceBernstein
Tennessee
$230K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$227K -$2.2K -142 -1%
UAG
49
United Advisor Group
Ohio
$224K -$92.5K -6,000 -29%
UBS Group
50
UBS Group
Switzerland
$214K +$9.3K +603 +5%
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