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Capitol Federal Financial

149 hedge funds and large institutions have $1.29B invested in Capitol Federal Financial in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.27% less ownership

Funds ownership: 75.62%75.35% (-0.27%)

1% less funds holding

Funds holding: 150149 (-1)

8% less capital invested

Capital invested by funds: $1.4B → $1.29B (-$115M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
51
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$97K
OIA
127
OneDigital Investment Advisors
Kansas
$92K -$3.25K -250 -3%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$83K
AG
129
Advisor Group
Arizona
$82K +$56.6K +4,359 +191%
SA
130
SRH Advisors
Kansas
$80K
EMG
131
ETF Managers Group
New Jersey
$60K +$7.95K +612 +14%
HNB
132
Huntington National Bank
Ohio
$56K
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$36K -$243K -18,730 -87%
EFSCE
134
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
CTC
135
Central Trust Company
Missouri
$16K -$19.6K -1,507 -54%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$12K
IWM
137
IHT Wealth Management
Illinois
$11K +$12.1K +934 New
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$10K -$243K -18,708 -96%
TRCT
139
Tower Research Capital (TRC)
New York
$10K +$10.2K +785 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$9K -$2.08K -160 -18%
DAM
141
Delta Asset Management
Tennessee
$5K
TC
142
Trust Company
Kansas
$4K -$7.01K -540 -65%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$4K
MOS
144
MGO One Seven
Ohio
$4K
SWP
145
Stratos Wealth Partners
Ohio
$4K +$3.9K +300 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$3K -$351 -27 -10%
CFD
147
Creative Financial Designs
Indiana
$3K
VCM
148
Versant Capital Management
Arizona
$2K -$2.43K -187 -44%
GWS
149
Glassman Wealth Services
Virginia
$1K +$611 +47 +247%
MFIMFI
150
Mesirow Financial Investment Management - Fixed Income
Illinois
-$19.5M -1,455,431 Closed

CFFN Hedge Fund Activity: Q1 2018 in Review

149 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Capitol Federal Financial (CFFN) for Q1 2018, worth a combined $1.29B — down 8.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CFFN positions and 18 closed out — a net gain of 1 holder — while 51 added to existing stakes and 48 trimmed.

The largest buyer was First Pacific Advisors, adding an estimated $7.58M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $19.5M sold.

  • 149 institutional investors held Capitol Federal Financial (CFFN) as of Q1 2018, down from 150 in Q4 2017.
  • Funds reported $1.29B of Capitol Federal Financial stock for Q1 2018, down 8.2% quarter-over-quarter.
  • 19 funds opened new Capitol Federal Financial positions in Q1 2018 and 18 closed out, a net change of +1 holder.
  • The largest Capitol Federal Financial buyer in Q1 2018 was First Pacific Advisors, an estimated $7.58M added.
  • The largest Capitol Federal Financial seller in Q1 2018 was Mesirow Financial Investment Management - Fixed Income, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2018.