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Among the 2 tracked institutional investors we monitor, CWD (CALIBERCOS INC) is held with a combined value of $69.01K across 57,198 shares. The largest holder is VANGUARD GROUP INC with a position worth $44.57K (0.00% of their portfolio). 2 funds opened new positions in the most recent quarter.
Total Institutional Value
$69.01K
Total Shares Held
57,198
Institutional Holders
2
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $44.57K | 0.00% | New |
| 2 | CITADEL ADVISORS LLC | $24.44K | 0.00% | New |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of CWD with a position worth $44.57K, representing 0.00% of their portfolio. In total, 2 institutional investors hold CWD with a combined value of $69.01K.
In the most recent quarter, 2 funds opened a new position in CWD.
Institutional investors hold $69.01K worth of CWD stock across 2 positions. The largest institutional holder is VANGUARD GROUP INC with $44.57K in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CWD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their CWD positions.