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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
BlackRock
1
BlackRock
New York
$92.1M -$1.59M -268,136 -1%
American Century Companies
2
American Century Companies
Missouri
$77.3M -$43.1K -7,288 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73M -$575K -97,318 -0.6%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$41.4M +$15.5M +2,619,142 +43%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.5M -$4.38M -741,669 -10%
State Street
6
State Street
Massachusetts
$28.8M -$2.95M -498,722 -8%
Renaissance Technologies
7
Renaissance Technologies
New York
$21M +$502K +84,884 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.7M +$21.5K +3,629 +0.1%
Charles Schwab
9
Charles Schwab
California
$8.55M +$680K +115,083 +7%
N
10
Nuveen
North Carolina
$7.42M +$2.3M +389,122 +33%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.33M -$344K -58,275 -4%
Northern Trust
12
Northern Trust
Illinois
$6.4M -$33K -5,586 -0.4%
Morgan Stanley
13
Morgan Stanley
New York
$4.39M +$813K +137,469 +18%
Norges Bank
14
Norges Bank
Norway
$4.27M -$1.47M -247,901 -22%
AQR Capital Management
15
AQR Capital Management
Connecticut
$4.06M +$1.75M +295,452 +53%
SEI Investments
16
SEI Investments
Pennsylvania
$3.86M -$113K -19,160 -2%
Goldman Sachs
17
Goldman Sachs
New York
$3.79M +$1.39M +234,625 +42%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.26M -$217K -36,737 -5%
Millennium Management
19
Millennium Management
New York
$3.21M +$3.71M +627,513 +1,405%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$3.15M -$1.42M -240,500 -27%
BCM
21
Bridgeway Capital Management
Texas
$3M +$878K +148,560 +31%
Invesco
22
Invesco
Georgia
$2.7M -$3.61M -610,513 -52%
Ameriprise
23
Ameriprise
Minnesota
$2.13M -$885K -149,749 -25%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$2.09M +$197K +33,324 +8%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.07M +$2.13M +359,858 +492%

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.