CBL & Associates Properties Inc (CBL) Ownership

29.78 ↑0.28 (0.95%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Canyon Capital Advisors LLC is the biggest individual institutional holder of CBL & Associates Properties Inc (CBL), owning a total of 8.5 million shares. Combined, the top 38 institutional holders of CBL own 91.71% of the company with a total of 28.3 million shares.

In the latest ownership report on June 30th 2024, the top 38 institutional holders increased their combined ownership of CBL by 470 thousand shares. 9 institutions bought 732,001 total additional shares and increased their ownership by an average of 16.72%. However 7 institutions sold 261,998 total shares and decreased their ownership by an average of 6.91%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CBL & Associates Properties increased by a net total of 470,003 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Canyon Capital Advisors LLC	27.533%	0.000%	8,466,294	0	2024-06-30
Oaktree Capital Management LLC	13.025%	-0.178%	4,005,126	-7,131	2024-06-30
Strategic Value Partners, LLC	10.458%	0.000%	3,215,845	0	2024-06-30
BlackRock Inc	5.991%	-5.872%	1,842,282	-114,928	2024-06-30
Vanguard Group Inc	5.746%	2.638%	1,766,856	45,410	2024-06-30
LITTLEJOHN & CO LLC	5.659%	0.000%	1,740,030	0	2024-06-30
State Street Corp	1.910%	0.237%	587,414	1,386	2024-06-30
Geode Capital Management, LLC	1.881%	-2.853%	578,501	-16,986	2024-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.700%	0.000%	522,854	522,854	2024-06-30
Charles Schwab Investment Management Inc	1.265%	-14.670%	389,001	-66,876	2024-06-30
Valueworks LLC	1.067%	0.133%	328,077	437	2024-06-30
Northern Trust Corp	0.715%	-4.437%	219,874	-10,209	2024-06-30
AQR Capital Management LLC	0.662%	72.192%	203,559	85,343	2024-06-30
Renaissance Technologies Corp	0.658%	18.155%	202,400	31,100	2024-06-30
Morgan Stanley - Brokerage Accounts	0.646%	-15.425%	198,692	-36,238	2024-06-30
Taconic Capital Advisors L.P.	0.604%	-4.930%	185,691	-9,630	2024-06-30
Thrivent Financial For Lutherans	0.421%	0.000%	129,576	0	2024-06-30
Bank of New York Mellon Corp	0.385%	1.860%	118,271	2,160	2024-06-30
Redwood Capital Management, LLC	0.383%	0.000%	117,613	0	2024-06-30
Man Group PLC	0.355%	40.536%	109,286	31,522	2024-06-30
Dimensional Fund Advisors, Inc.	0.292%	14.735%	91,797	11,789	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Canyon Capital Advisors LLC	27.533%	0.000%	8,466,294	0	2024-06-30
Oaktree Capital Management LLC	13.025%	-0.178%	4,005,126	-7,131	2024-06-30
Strategic Value Partners, LLC	10.458%	0.000%	3,215,845	0	2024-06-30
BlackRock Inc	5.991%	-5.872%	1,842,282	-114,928	2024-06-30
Vanguard Group Inc	5.746%	2.638%	1,766,856	45,410	2024-06-30
LITTLEJOHN & CO LLC	5.659%	0.000%	1,740,030	0	2024-06-30
State Street Corp	1.910%	0.237%	587,414	1,386	2024-06-30
State Street Corporation	1.857%	8.273%	586,028	44,779	2024-03-31
Geode Capital Management, LLC	1.881%	-2.853%	578,501	-16,986	2024-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.700%	0.000%	522,854	522,854	2024-06-30
Charles Schwab Investment Management Inc	1.265%	-14.670%	389,001	-66,876	2024-06-30
Allianz Asset Management AG	1.066%	0.000%	340,726	0	2023-12-31
Caption Management, LLC	1.045%	0.000%	334,865	334,865	2023-03-31
Valueworks LLC	1.067%	0.133%	328,077	437	2024-06-30
Antara Capital LP	0.789%	0.000%	252,576	252,576	2023-06-30
COWEN AND COMPANY, LLC	0.780%	0.000%	250,000	250,000	2022-12-31
Comerica Bank	0.743%	0.000%	237,719	237,719	2023-06-30
Northern Trust Corp	0.715%	-4.437%	219,874	-10,209	2024-06-30
AQR Capital Management LLC	0.662%	72.192%	203,559	85,343	2024-06-30
Renaissance Technologies Corp	0.658%	18.155%	202,400	31,100	2024-06-30
Morgan Stanley - Brokerage Accounts	0.646%	-15.425%	198,692	-36,238	2024-06-30
Taconic Capital Advisors L.P.	0.604%	-4.930%	185,691	-9,630	2024-06-30
Goldman Sachs Group Inc	0.503%	-29.357%	160,291	-66,613	2024-03-31
Principal Financial Group Inc	0.485%	-2.780%	154,518	-4,418	2022-09-30
BMO Capital Markets Corp.	0.427%	677.481%	137,000	119,379	2022-09-30
Bank of Montreal	0.427%	677.481%	137,000	119,379	2022-09-30
Chai Trust Co., LLC	0.422%	0.000%	135,000	135,000	2023-06-30
Thrivent Financial For Lutherans	0.421%	0.000%	129,576	0	2024-06-30
Bank of New York Mellon Corp	0.385%	1.860%	118,271	2,160	2024-06-30
Redwood Capital Management, LLC	0.383%	0.000%	117,613	0	2024-06-30
Citigroup Inc	0.342%	-0.332%	109,539	-365	2023-03-31
Man Group PLC	0.355%	40.536%	109,286	31,522	2024-06-30
Acadian Asset Management LLC	0.338%	0.000%	108,363	108,363	2022-09-30
AEGON USA Investment Management LLC	0.333%	80.533%	106,776	47,631	2023-03-31
Nuveen Asset Management, LLC	0.302%	9.708%	95,421	8,444	2024-03-31
Dimensional Fund Advisors, Inc.	0.292%	14.735%	91,797	11,789	2024-06-30
IsZo Capital Management LP	0.257%	0.000%	82,081	0	2023-12-31
Amvescap Plc.	0.237%	12.301%	75,708	8,293	2023-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of CBL & Associates Properties Inc (CBL), owning a total of 733 thousand shares. Combined, the top 37 mutual fund holders of CBL own 21.11% of the company with a total of 6.6 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of CBL by 6 thousand shares. 1 funds bought 57 total additional shares and increased their ownership by an average of 0.11%. However 2 funds sold 6,072 total shares and decreased their ownership by an average of 1.43%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding CBL & Associates Properties decreased by a net total of -6,015 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	1.988%	-0.224%	611,365	-1,372	2024-10-31
Global X SuperDividend™ US ETF	1.680%	0.000%	516,669	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.564%	-2.637%	173,525	-4,700	2024-10-31
iShares Russell 2000 Growth ETF	0.438%	0.000%	134,632	0	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.355%	0.000%	109,276	0	2024-10-31
State St Russell Sm Cap® Indx SL Cl I	0.271%	0.000%	83,198	0	2024-10-31
iShares Russell 2000 Value ETF	0.233%	0.000%	71,490	0	2024-10-31
Schwab US Small-Cap ETF™	0.226%	0.000%	69,540	0	2024-10-31
iShares Core US REIT ETF	0.172%	0.108%	53,006	57	2024-10-31
iShares Micro-Cap ETF	0.169%	0.000%	51,863	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.288%	40.132%	732,574	209,800	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.088%	0.000%	642,179	0	2024-09-30
iShares Russell 2000 ETF	1.988%	-0.224%	611,365	-1,372	2024-10-31
Global X SuperDividend™ US ETF	1.680%	0.000%	516,669	0	2024-10-31
Vanguard Real Estate Index Investor	1.646%	-0.858%	506,161	-4,380	2024-09-30
Vanguard Extended Market Index Investor	1.130%	-0.030%	362,304	-107	2023-08-31
Fidelity® Small Cap Index	0.828%	2.251%	264,891	5,832	2023-10-31
Fidelity Small Cap Index	0.790%	-3.079%	243,034	-7,720	2024-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.784%	-38.193%	241,018	-148,935	2024-09-30
Schwab Fundamental US Small Company ETF	0.654%	0.000%	208,351	0	2024-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.564%	-2.637%	173,525	-4,700	2024-10-31
PGI Core Fixed Income	0.476%	0.000%	151,616	0	2022-09-30
iShares Russell 2000 Growth ETF	0.438%	0.000%	134,632	0	2024-10-31
Fidelity® Extended Market Index	0.416%	0.000%	132,982	0	2023-11-30
Schwab Fundamental U.S. Small CompanyETF	0.355%	0.000%	109,276	0	2024-10-31
Vanguard Russell 2000 ETF	0.339%	12.461%	104,071	11,531	2024-09-30
State St Russell Sm Cap® Indx NL Cl C	0.319%	2.711%	102,298	2,700	2023-09-30
PIMCO GIS Income Institutional USD Acc	0.304%	0.000%	95,496	0	2023-12-31
Fidelity Extended Market Index	0.295%	-40.151%	90,667	-60,825	2024-09-30
State St Russell Sm Cap® Indx SL Cl I	0.271%	0.000%	83,198	0	2024-10-31
Vanguard Real Estate II Index	0.265%	0.000%	81,584	0	2024-09-30
Ancora/Thelen Small Mid Cap Core	0.231%	140.775%	73,511	42,980	2022-09-30
PIMCO Income Instl	0.225%	0.000%	71,693	0	2023-12-31
iShares Russell 2000 Value ETF	0.233%	0.000%	71,490	0	2024-10-31
BlackRock Global Equity Mkt Netrl Instl	0.232%	0.000%	71,427	71,427	2024-09-30
Russell Inv Tax-Managed US Mid&Sm Cap S	0.224%	0.000%	71,260	0	2022-10-31
Schwab US Small-Cap ETF™	0.226%	0.000%	69,540	0	2024-10-31
NT R2000 Value Index Fund - NL	0.200%	-7.377%	64,213	-5,114	2023-03-31
BlackRock Extended Mkt Composite	0.195%	0.764%	62,144	471	2023-09-30
NT R2000 Growth Index Fund - NL	0.193%	0.000%	60,861	0	2023-12-31
NT R2000 Index Fund - DC - NL - 2	0.191%	-0.335%	60,192	-202	2024-03-31
NT R2000 Index Fund - NL	0.183%	-10.784%	56,258	-6,800	2024-09-30
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.173%	-0.659%	55,447	-368	2023-03-30
Schwab Small Cap Index	0.178%	0.000%	54,709	0	2024-09-30
BlackRock Extended Equity Market K	0.170%	-0.097%	53,490	-52	2024-06-30
iShares Core US REIT ETF	0.172%	0.108%	53,006	57	2024-10-31
iShares Micro-Cap ETF	0.169%	0.000%	51,863	0	2024-10-31