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Capitol Federal Financial

198 hedge funds and large institutions have $603M invested in Capitol Federal Financial in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 193198 (+5)

1.69% less ownership

Funds ownership: 77.38%75.69% (-1.7%)

10% less capital invested

Capital invested by funds: $674M → $603M (-$70.6M)

37% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 79

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $344K

Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
50
Reduced
79
Closed
19
Calls
$3K
Puts
$344K
Net Calls
-$341K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$115M -$3.11M -522,174 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.7M -$3.48M -584,013 -4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$58.4M +$2.92M +490,877 +5%
State Street
4
State Street
Massachusetts
$38.8M -$970K -162,995 -2%
American Century Companies
5
American Century Companies
Missouri
$35.5M -$15.9M -2,664,026 -31%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$34.6M -$2.52M -423,834 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$24.7M +$267K +44,939 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.7M +$84.2K +14,149 +0.5%
N
9
Nuveen
North Carolina
$15.7M +$1.09M +182,977 +7%
Morgan Stanley
10
Morgan Stanley
New York
$12.6M -$15M -2,525,222 -54%
Charles Schwab
11
Charles Schwab
California
$12.3M +$712K +119,673 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.11M -$69K -11,597 -0.8%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$8M +$1.59M +267,560 +25%
ACL
14
Azora Capital LP
Florida
$7.79M +$3.12M +523,605 +67%
Northern Trust
15
Northern Trust
Illinois
$7.76M -$101K -16,974 -1%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$7.26M +$2.66M +446,710 +58%
AQR Capital Management
17
AQR Capital Management
Connecticut
$5.57M -$567K -95,329 -9%
JP Morgan Chase
18
JP Morgan Chase
New York
$5.38M +$4.35M +730,474 +425%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$5.36M +$2.07M +347,160 +63%
Invesco
20
Invesco
Georgia
$4.5M +$1.06M +178,933 +31%
BCM
21
Bridgeway Capital Management
Texas
$4.1M +$163K +27,442 +4%
Millennium Management
22
Millennium Management
New York
$3.87M +$1.65M +276,632 +74%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.85M -$81.3K -13,657 -2%
PAM
24
Panagora Asset Management
Massachusetts
$3.59M +$1.81M +304,795 +102%
Ameriprise
25
Ameriprise
Minnesota
$2.94M +$135K +22,659 +5%

CFFN Hedge Fund Activity: Q1 2024 in Review

198 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capitol Federal Financial (CFFN) for Q1 2024, worth a combined $603M — down 10% from $674M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CFFN positions and 19 closed out — a net gain of 5 holders — while 50 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.35M. The largest seller was American Century Companies, cutting an estimated $15.9M.

  • 198 institutional investors held Capitol Federal Financial (CFFN) as of Q1 2024, up from 193 in Q4 2023.
  • Funds reported $603M of Capitol Federal Financial stock for Q1 2024, down 10% quarter-over-quarter.
  • 24 funds opened new Capitol Federal Financial positions in Q1 2024 and 19 closed out, a net change of +5 holders.
  • The largest Capitol Federal Financial buyer in Q1 2024 was JP Morgan Chase, an estimated $4.35M added.
  • The largest Capitol Federal Financial seller in Q1 2024 was American Century Companies, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2024.