CBL & Associates Properties Inc (CBL) Ownership

30.70 ↑0.84 (2.81%)

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 41 institutional holders of CBL own 87.10% of the company with a total of 26.9 million shares.

In the latest ownership report on September 30th 2024, the top 41 institutional holders decreased their combined ownership of CBL by 1.5 million shares. 5 institutions bought 622,249 total additional shares and increased their ownership by an average of 436.48%. However 11 institutions sold 2,162,894 total shares and decreased their ownership by an average of 16.97%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of CBL & Associates Properties decreased by a net total of -1,540,645 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	2024-09-30
Oaktree Capital Management LLC	13.025%	0.000%	4,005,126	0	2024-09-30
Vanguard Group Inc	5.540%	-3.579%	1,703,628	-63,228	2024-09-30
LITTLEJOHN & CO LLC	5.383%	-4.880%	1,655,114	-84,916	2024-09-30
Strategic Value Partners, LLC	5.151%	-50.743%	1,584,027	-1,631,818	2024-09-30
State Street Corp	1.904%	-0.316%	585,559	-1,855	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.687%	-0.762%	518,871	-3,983	2024-09-30
Geode Capital Management, LLC	1.576%	-16.252%	484,484	-94,017	2024-09-30
Arrowstreet Capital Limited Partnership	1.411%	442.844%	433,841	353,921	2024-09-30
Valueworks LLC	1.066%	-0.134%	327,637	-440	2024-09-30
Charles Schwab Investment Management Inc	0.878%	-30.620%	269,889	-119,112	2024-09-30
Renaissance Technologies Corp	0.774%	17.638%	238,100	35,700	2024-09-30
Northern Trust Corp	0.563%	-21.309%	173,022	-46,852	2024-09-30
AQR Capital Management LLC	0.500%	-24.407%	153,877	-49,682	2024-09-30
Millennium Management LLC	0.444%	1,437.360%	136,425	127,551	2024-09-30
Morgan Stanley - Brokerage Accounts	0.428%	-33.716%	131,701	-66,991	2024-09-30
Thrivent Financial For Lutherans	0.421%	0.000%	129,576	0	2024-09-30
Two Sigma Investments LLC	0.393%	265.764%	120,874	87,827	2024-09-30
Redwood Capital Management, LLC	0.383%	0.000%	117,613	0	2024-09-30
Dimensional Fund Advisors, Inc.	0.355%	18.792%	109,047	17,250	2024-09-30

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	2024-09-30
Oaktree Capital Management LLC	13.025%	0.000%	4,005,126	0	2024-09-30
BlackRock Inc	5.991%	-5.872%	1,842,282	-114,928	2024-06-30
Vanguard Group Inc	5.540%	-3.579%	1,703,628	-63,228	2024-09-30
LITTLEJOHN & CO LLC	5.383%	-4.880%	1,655,114	-84,916	2024-09-30
Strategic Value Partners, LLC	5.151%	-50.743%	1,584,027	-1,631,818	2024-09-30
State Street Corporation	1.857%	8.273%	586,028	44,779	2024-03-31
State Street Corp	1.904%	-0.316%	585,559	-1,855	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.687%	-0.762%	518,871	-3,983	2024-09-30
Geode Capital Management, LLC	1.576%	-16.252%	484,484	-94,017	2024-09-30
Arrowstreet Capital Limited Partnership	1.411%	442.844%	433,841	353,921	2024-09-30
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	1.066%	-0.134%	327,637	-440	2024-09-30
Charles Schwab Investment Management Inc	0.878%	-30.620%	269,889	-119,112	2024-09-30
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
Renaissance Technologies Corp	0.774%	17.638%	238,100	35,700	2024-09-30
Comerica Bank	0.743%	0.000%	237,719	237,719	2023-06-30
Taconic Capital Advisors L.P.	0.604%	-4.930%	185,691	-9,630	2024-06-30
Northern Trust Corp	0.563%	-21.309%	173,022	-46,852	2024-09-30
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
AQR Capital Management LLC	0.500%	-24.407%	153,877	-49,682	2024-09-30
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
Millennium Management LLC	0.444%	1,437.360%	136,425	127,551	2024-09-30
Chai Trust Co., LLC	0.422%	0.000%	135,000	135,000	2023-06-30
Morgan Stanley - Brokerage Accounts	0.428%	-33.716%	131,701	-66,991	2024-09-30
Thrivent Financial For Lutherans	0.421%	0.000%	129,576	0	2024-09-30
Two Sigma Investments LLC	0.393%	265.764%	120,874	87,827	2024-09-30
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	2024-09-30
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
Dimensional Fund Advisors, Inc.	0.355%	18.792%	109,047	17,250	2024-09-30
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
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 38 mutual fund holders of CBL own 21.51% of the company with a total of 6.7 million shares.

In the latest ownership report on November 30th 2024, the top 38 fund holders increased their combined ownership of CBL by 20 thousand shares. 4 funds bought 11,312 total additional shares and increased their ownership by an average of 2.89%. However 3 funds sold 31,744 total shares and decreased their ownership by an average of 3.16%.

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 -20,432 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	2.156%	0.000%	663,011	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.088%	0.000%	642,179	0	2024-11-30
Vanguard Real Estate Index Investor	1.541%	-5.703%	473,780	-28,651	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	0.786%	0.694%	241,586	1,664	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.564%	0.000%	173,525	0	2024-11-30
iShares Russell 2000 Growth ETF	0.472%	0.000%	145,055	0	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.357%	-0.016%	109,633	-17	2024-11-30
Vanguard Russell 2000 ETF	0.349%	3.799%	107,354	3,929	2024-11-30
BlackRock Global Equity Mkt Netrl Instl	0.282%	6.975%	86,732	5,655	2024-11-30
State St Russell Sm Cap® Indx SL Cl I	0.271%	0.000%	83,198	0	2024-11-30
iShares Russell 2000 Value ETF	0.255%	0.000%	78,528	0	2024-11-30
Vanguard Real Estate II Index	0.255%	-3.770%	78,508	-3,076	2024-11-30
Schwab US Small-Cap ETF™	0.227%	0.092%	69,732	64	2024-11-30
Schwab Small Cap Index	0.178%	0.000%	54,709	0	2024-11-30
iShares Core US REIT ETF	0.177%	0.000%	54,317	0	2024-11-30
iShares Micro-Cap ETF	0.170%	0.000%	52,187	0	2024-11-30

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
iShares Russell 2000 ETF	2.156%	0.000%	663,011	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.088%	0.000%	642,179	0	2024-11-30
Global X SuperDividend™ US ETF	1.698%	0.000%	522,127	0	2024-11-29
Vanguard Real Estate Index Investor	1.541%	-5.703%	473,780	-28,651	2024-11-30
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	0.799%	1.139%	245,801	2,767	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.786%	0.694%	241,586	1,664	2024-11-30
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%	0.000%	173,525	0	2024-11-30
PGI Core Fixed Income	0.476%	0.000%	151,616	0	2022-09-30
iShares Russell 2000 Growth ETF	0.472%	0.000%	145,055	0	2024-11-30
Fidelity® Extended Market Index	0.416%	0.000%	132,982	0	2023-11-30
Schwab Fundamental U.S. Small CompanyETF	0.357%	-0.016%	109,633	-17	2024-11-30
Vanguard Russell 2000 ETF	0.349%	3.799%	107,354	3,929	2024-11-30
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	0.287%	-2.778%	88,148	-2,519	2024-10-31
BlackRock Global Equity Mkt Netrl Instl	0.282%	6.975%	86,732	5,655	2024-11-30
State St Russell Sm Cap® Indx SL Cl I	0.271%	0.000%	83,198	0	2024-11-30
iShares Russell 2000 Value ETF	0.255%	0.000%	78,528	0	2024-11-30
Vanguard Real Estate II Index	0.255%	-3.770%	78,508	-3,076	2024-11-30
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
Russell Inv Tax-Managed US Mid&Sm Cap S	0.224%	0.000%	71,260	0	2022-10-31
Schwab US Small-Cap ETF™	0.227%	0.092%	69,732	64	2024-11-30
NT R2000 Value Index Fund - NL	0.200%	-7.377%	64,213	-5,114	2023-03-31
Penn Capital Micro Cap Equity	0.203%	48.736%	62,362	20,434	2024-10-31
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	2024-11-30
iShares Core US REIT ETF	0.177%	0.000%	54,317	0	2024-11-30
BlackRock Extended Equity Market K	0.170%	-0.097%	53,490	-52	2024-06-30
iShares Micro-Cap ETF	0.170%	0.000%	52,187	0	2024-11-30