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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
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$515 -$9.42K -1,594 -94%
EWA
177
EverSource Wealth Advisors
Alabama
$425 -$12.3K -2,073 -96%
AWM
178
Abound Wealth Management
Tennessee
$353
ECM
179
Everence Capital Management
Indiana
$101
DRZID
180
DePrince Race & Zollo Inc (DRZ)
Florida
-$18.3M -2,972,500 Closed
DIA
181
Dean Investment Associates
Ohio
-$3.56M -577,153 Closed
DCM
182
Dean Capital Management
Kansas
-$1.42M -230,018 Closed
LCM
183
Legato Capital Management
California
-$1.42M -230,018 Closed
ETC
184
Exchange Traded Concepts
Oklahoma
-$1.01M -164,330 Closed
Allianz Asset Management
185
Allianz Asset Management
Germany
-$359K -58,177 Closed
CC
186
Centiva Capital
New York
-$86.2K -13,964 Closed
AT
187
Arvest Trust
Oklahoma
-$92.4K -13,933 Closed
BCM
188
Bayesian Capital Management
New York
-$83.8K -13,576 Closed
PWPS
189
Pinnacle Wealth Planning Services
Ohio
-$74.4K -12,051 Closed
SPC
190
Sigma Planning Corp
Michigan
-$71.6K -11,600 Closed
EI
191
Ethic Inc
New York
-$70.9K -11,496 Closed
BAM
192
Belpointe Asset Management
Nevada
-$70.2K -11,374 Closed
FPGK
193
Financial Partners Group (Kansas)
Kansas
-$64.9K -10,174 Closed
TC
194
Trust Company
Kansas
-$20.6K -3,342 Closed
US Bancorp
195
US Bancorp
Minnesota
-$10.5K -1,697 Closed
QCG
196
Quadrant Capital Group
Ohio
-$3.45K -559 Closed
Bessemer Group
197
Bessemer Group
New Jersey
-$3K -494 Closed
C
198
Covestor
United Kingdom
-$41 -7 -9%

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.