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Capitol Federal Financial

193 hedge funds and large institutions have $674M invested in Capitol Federal Financial in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

36% more capital invested

Capital invested by funds: $495M → $674M (+$178M)

14% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 58

7% more funds holding

Funds holding: 180193 (+13)

1.1% more ownership

Funds ownership: 76.28%77.38% (+1.1%)

94% less call options, than puts

Call options by funds: $22K | Put options by funds: $360K

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
66
Reduced
58
Closed
24
Calls
$22K
Puts
$360K
Net Calls
-$338K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$128M +$3.02M +562,391 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.5M -$971K -180,966 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$60M +$3.31M +617,289 +7%
American Century Companies
4
American Century Companies
Missouri
$55.6M -$40.7M -7,576,043 -47%
State Street
5
State Street
Massachusetts
$43.1M +$3.39M +630,955 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.1M -$2M -372,537 -6%
Morgan Stanley
7
Morgan Stanley
New York
$29.9M +$19.9M +3,716,875 +404%
Renaissance Technologies
8
Renaissance Technologies
New York
$26.4M -$1.65M -308,239 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.9M +$684K +127,498 +5%
N
10
Nuveen
North Carolina
$15.8M +$4.83M +899,376 +58%
Charles Schwab
11
Charles Schwab
California
$12.5M +$808K +150,482 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.94M +$16.2K +3,017 +0.2%
Northern Trust
13
Northern Trust
Illinois
$8.51M -$122K -22,675 -2%
CRM
14
Cramer Rosenthal McGlynn
Connecticut
$6.93M +$5.77M +1,074,517 New
AQR Capital Management
15
AQR Capital Management
Connecticut
$6.64M +$966K +179,959 +21%
Norges Bank
16
Norges Bank
Norway
$5.18M -$494K -91,954 -10%
ACL
17
Azora Capital LP
Florida
$5.05M +$4.21M +783,508 New
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.98M +$4.14M +771,647 New
BCM
19
Bridgeway Capital Management
Texas
$4.26M +$162K +30,248 +5%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.25M -$128K -23,772 -3%
Invesco
21
Invesco
Georgia
$3.72M +$61.7K +11,489 +2%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$3.56M -$590K -109,920 -17%
Ameriprise
23
Ameriprise
Minnesota
$3.03M +$127K +23,620 +5%
Goldman Sachs
24
Goldman Sachs
New York
$2.79M -$1.95M -363,083 -46%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$2.71M -$18.8K -3,496 -0.8%

CFFN Hedge Fund Activity: Q4 2023 in Review

193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capitol Federal Financial (CFFN) for Q4 2023, worth a combined $674M — up 36% from $495M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CFFN positions and 24 closed out — a net gain of 13 holders — while 66 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.9M. The largest seller was American Century Companies, cutting an estimated $40.7M.

  • 193 institutional investors held Capitol Federal Financial (CFFN) as of Q4 2023, up from 180 in Q3 2023.
  • Funds reported $674M of Capitol Federal Financial stock for Q4 2023, up 36% quarter-over-quarter.
  • 37 funds opened new Capitol Federal Financial positions in Q4 2023 and 24 closed out, a net change of +13 holders.
  • The largest Capitol Federal Financial buyer in Q4 2023 was Morgan Stanley, an estimated $19.9M added.
  • The largest Capitol Federal Financial seller in Q4 2023 was American Century Companies, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2023.