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Capitol Federal Financial

201 hedge funds and large institutions have $724M invested in Capitol Federal Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 195201 (+6)

2.51% more ownership

Funds ownership: 76.27%78.78% (+2.5%)

8% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 74

14% less capital invested

Capital invested by funds: $845M → $724M (-$122M)

25% less call options, than puts

Call options by funds: $98K | Put options by funds: $131K

Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
68
Reduced
74
Closed
20
Calls
$98K
Puts
$131K
Net Calls
-$33K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.56K +315 +47%
AP
177
Atwood & Palmer
Missouri
$6.73K
AAS
178
Ameritas Advisory Services
Nebraska
$4.64K +$5.6K +689 New
GI
179
Gradient Investments
Minnesota
$4.04K
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$3.98K +$3.38K +416 +236%
CFD
181
Creative Financial Designs
Indiana
$3.8K
IA
182
IFP Advisors
Florida
$3.31K
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$3.02K
Bessemer Group
184
Bessemer Group
New Jersey
$3K +$536 +66 +15%
DAM
185
Delta Asset Management
Tennessee
$2.52K
IA
186
IFS Advisors
Kansas
$1.52K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$1.47K +$1.78K +219 New
SSB
188
Sandy Spring Bank
Maryland
$1.35K
VCM
189
Versant Capital Management
Arizona
$1.15K
C
190
Covestor
United Kingdom
$1K +$8 +1 +1%
CFGS
191
Concourse Financial Group Securities
Alabama
$376 -$4.14K -509 -90%
SC
192
Schubert & Co
Texas
$344 +$65 +8 +19%
JWA
193
JFS Wealth Advisors
Pennsylvania
$263 -$504 -62 -61%
SIC
194
SJS Investment Consulting
Ohio
$196 +$33 +4 +16%
Commonwealth Equity Services
195
Commonwealth Equity Services
Massachusetts
$172 +$4.33K +533 +2%
DFCM
196
Dark Forest Capital Management
Puerto Rico
$155 -$4.28K -526 -96%
ECM
197
Everence Capital Management
Indiana
$142
DI
198
Disciplined Investments
Oklahoma
$114
TWA
199
TCI Wealth Advisors
Arizona
$34 -$33 -4 -44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.03M -118,600 Closed

CFFN Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capitol Federal Financial (CFFN) for Q1 2023, worth a combined $724M — down 14% from $845M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CFFN positions and 20 closed out — a net gain of 7 holders — while 68 added to existing stakes and 74 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $13M. The largest seller was Victory Capital Management, cutting an estimated $14.1M.

  • 201 institutional investors held Capitol Federal Financial (CFFN) as of Q1 2023, up from 195 in Q4 2022.
  • Funds reported $724M of Capitol Federal Financial stock for Q1 2023, down 14% quarter-over-quarter.
  • 27 funds opened new Capitol Federal Financial positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Capitol Federal Financial buyer in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $13M added.
  • The largest Capitol Federal Financial seller in Q1 2023 was Victory Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2023.