REFI

Chicago Atlantic Real Estate Finance
REFI

Overview Fund Activity

89 hedge funds and large institutions have $87.8M invested in Chicago Atlantic Real Estate Finance in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
27
Reduced
25
Closed
9
Calls
$1.62M
Puts
$197K
Net Calls
+$1.42M
Net Calls Change
+$1.23M

Top Buyers

1
TI
Tidal Investments
Wisconsin
+$8.22M
2
ICM
Intrepid Capital Management
Florida
+$3.33M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$1.96M
4
State Street
State Street
Massachusetts
+$1.22M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$674K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.02M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$915K
3
AI
AXS Investments
New York
-$744K
4
Stifel Financial
Stifel Financial
Missouri
-$393K
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$351K
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$161K – – –
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$160K -$19.7K -1,247 -11%
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$147K – – –
Bank of America
54
Bank of America
North Carolina
$143K -$318K -20,151 -69%
MIM
55
MetLife Investment Management
New Jersey
$142K – – –
AIG
56
American International Group
New York
$127K -$1.09K -69 -0.8%
Deutsche Bank
57
Deutsche Bank
Germany
$108K – – –
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$95K -$126 -8 -0.1%
Wells Fargo
59
Wells Fargo
California
$91K +$11.7K +743 +15%
QT
60
Quantbot Technologies
New York
$57.3K -$2.21K -140 -4%
SO
61
STRS Ohio
Ohio
$50K -$3.13K -200 -6%
LC
62
Lindbrook Capital
California
$45.7K -$29K -1,838 -39%
Legal & General Group
63
Legal & General Group
United Kingdom
$42.5K – – –
NFSG
64
Newbridge Financial Services Group
Florida
$37.1K +$37.1K +2,350 New
RFA
65
Register Financial Advisors
Georgia
$32.5K +$32.5K +2,062 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$26K -$16.5K -1,049 -39%
LFG
67
Larson Financial Group
Missouri
$24.9K +$19.1K +1,210 +329%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$22.7K +$22.7K +1,440 New
Russell Investments Group
69
Russell Investments Group
United Kingdom
$21.9K +$252 +16 +1%
AIP
70
Ameritas Investment Partners
Nebraska
$21.3K – – –
GWM
71
Geneos Wealth Management
Colorado
$15.8K – – –
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$14.7K – – –
PA
73
Parallel Advisors
California
$13.2K – – –
Federated Hermes
74
Federated Hermes
Pennsylvania
$12K – – –
AB
75
Amalgamated Bank
New York
$9K -$14.1K -876 -61%
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