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Capitol Federal Financial

180 hedge funds and large institutions have $495M invested in Capitol Federal Financial in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more funds holding

Funds holding: 178180 (+2)

2.94% less ownership

Funds ownership: 79.23%76.28% (-2.9%)

25% less capital invested

Capital invested by funds: $664M → $495M (-$169M)

31% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 71

93% less call options, than puts

Call options by funds: $1K | Put options by funds: $15K

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
49
Reduced
71
Closed
18
Calls
$1K
Puts
$15K
Net Calls
-$14K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K +$1.49K +252 +8%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$13.7K -$644 -109 -4%
PBK
153
Peoples Bank (Kansas)
Kansas
$13.3K +$16.6K +2,800 New
DMKJ
154
David M. Knott Jr
$10K
Group One Trading
155
Group One Trading
Illinois
$8.59K -$31.9K -5,400 -75%
AF
156
Allworth Financial
California
$7.56K -$1.07K -181 -10%
GI
157
Gradient Investments
Minnesota
$6.94K
VCM
158
Versant Capital Management
Arizona
$6.58K +$1.96K +332 +32%
IAS
159
IMA Advisory Services
Colorado
$6.48K
Nomura Asset Management
160
Nomura Asset Management
Japan
$6.2K
CTC
161
Central Trust Company
Missouri
$5.66K
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$5.25K +$6.5K +1,100 New
AP
163
Atwood & Palmer
Missouri
$4.77K
NS
164
NBC Securities
Alabama
$3K +$4.68K +792 New
CFD
165
Creative Financial Designs
Indiana
$2.69K
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$2.14K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.79K -472 -49%
DAM
168
Delta Asset Management
Tennessee
$1.79K
GWS
169
Glassman Wealth Services
Virginia
$1.52K +$1.89K +319 New
CFGS
170
Concourse Financial Group Securities
Alabama
$1.43K
IA
171
IFP Advisors
Florida
$1.19K
IA
172
IFS Advisors
Kansas
$1.08K
SSB
173
Sandy Spring Bank
Maryland
$954
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$782 -$213 -36 -18%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$616 -$1.22K -206 -61%

CFFN Hedge Fund Activity: Q3 2023 in Review

180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capitol Federal Financial (CFFN) for Q3 2023, worth a combined $495M — down 25% from $664M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CFFN positions and 18 closed out — a net gain of 4 holders — while 49 added to existing stakes and 71 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $15.5M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $18.3M sold.

  • 180 institutional investors held Capitol Federal Financial (CFFN) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $495M of Capitol Federal Financial stock for Q3 2023, down 25% quarter-over-quarter.
  • 22 funds opened new Capitol Federal Financial positions in Q3 2023 and 18 closed out, a net change of +4 holders.
  • The largest Capitol Federal Financial buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $15.5M added.
  • The largest Capitol Federal Financial seller in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2023.