Chicago Atlantic Real Estate Finance
REFI
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.
1,300% more call options, than puts
Call options by funds: $378K | Put options by funds: $27K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
78% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 23
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
15% more capital invested
Capital invested by funds: $97M → $112M (+$15M)
5% more funds holding
Funds holding: 98 → 103 (+5)
5.07% more ownership
Funds ownership: 31.8% → 36.87% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Intrepid Capital Management
Jacksonville Beach,
Florida
|
+$9.33M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.01M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.34M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$906K |
| 5 |
FCG
Fielder Capital Group
Nashville,
Tennessee
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$743K |
| 2 |
BlackRock
New York
|
-$512K |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$313K |
| 4 |
Jane Street
New York
|
-$312K |
| 5 |
Two Sigma Advisers
New York
|
-$304K |
REFI Hedge Fund Activity: Q4 2024 in Review
103 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Chicago Atlantic Real Estate Finance (REFI) for Q4 2024, worth a combined $112M — up 15% from $97M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new REFI positions and 14 closed out — a net gain of 6 holders — while 41 added to existing stakes and 23 trimmed.
The largest buyer was Intrepid Capital Management, adding an estimated $9.33M. The largest seller was Corient Private Wealth, cutting an estimated $743K.
- 103 institutional investors held Chicago Atlantic Real Estate Finance (REFI) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $112M of Chicago Atlantic Real Estate Finance stock for Q4 2024, up 15% quarter-over-quarter.
- 20 funds opened new Chicago Atlantic Real Estate Finance positions in Q4 2024 and 14 closed out, a net change of +6 holders.
- The largest Chicago Atlantic Real Estate Finance buyer in Q4 2024 was Intrepid Capital Management, an estimated $9.33M added.
- The largest Chicago Atlantic Real Estate Finance seller in Q4 2024 was Corient Private Wealth, an estimated $743K sold.
Based on aggregated 13F filings for Q4 2024.