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Columbia Financial

98 hedge funds and large institutions have $313M invested in Columbia Financial in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $312M → $313M (+$593K)

0.88% less ownership

Funds ownership: 16.71%15.84% (-0.88%)

3% less funds holding

Funds holding: 10198 (-3)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
33
Reduced
41
Closed
7
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
26
Boothbay Fund Management
New York
$1.57M -$46.1K -2,577 -3%
HF
27
HRT Financial
New York
$1.27M -$494K -27,623 -29%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.19M +$621K +34,683 +117%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.15M +$16.3K +911 +1%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$1.14M +$111K +6,210 +11%
Invesco
31
Invesco
Georgia
$1.04M -$373K -20,865 -27%
MAM
32
Martingale Asset Management
Massachusetts
$958K +$488K +27,300 +112%
WG
33
Winton Group
United Kingdom
$858K +$16.1K +898 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$854K -$1.99M -111,086 -71%
UBS AM
35
UBS AM
Illinois
$853K
Neuberger Berman Group
36
Neuberger Berman Group
New York
$852K -$5.78K -323 -0.7%
JP Morgan Chase
37
JP Morgan Chase
New York
$819K -$1.13M -63,158 -59%
CS
38
Credit Suisse
Switzerland
$746K +$71.5K +3,997 +11%
ASN
39
Advisory Services Network
Georgia
$722K -$17.9K -1,000 -3%
E
40
Ergoteles
New York
$707K +$42.9K +2,400 +7%
SFI
41
Susquehanna Fundamental Investments
Pennsylvania
$671K -$143K -8,005 -18%
Mariner
42
Mariner
Kansas
$639K +$617K +34,514 New
Barclays
43
Barclays
United Kingdom
$632K +$232K +12,994 +61%
Victory Capital Management
44
Victory Capital Management
Texas
$631K +$66.5K +3,718 +12%
MA
45
Minerva Advisors
Pennsylvania
$625K
Legal & General Group
46
Legal & General Group
United Kingdom
$624K +$167K +9,324 +38%
AllianceBernstein
47
AllianceBernstein
Tennessee
$555K -$78.7K -4,400 -13%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$535K -$105K -5,870 -17%
Skandinaviska Enskilda Banken (SEB)
49
Skandinaviska Enskilda Banken (SEB)
Sweden
$531K +$53.7K +3,000 +12%
Bank of America
50
Bank of America
North Carolina
$503K -$196K -10,970 -29%

CLBK Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2021, worth a combined $313M — up 0.19% from $312M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CLBK and 5 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.34M. The largest seller was Vanguard Group, cutting an estimated $10.6M.

  • 98 institutional investors held Columbia Financial (CLBK) as of Q3 2021, down from 101 in Q2 2021.
  • Funds reported $313M of Columbia Financial stock for Q3 2021, up 0.19% quarter-over-quarter.
  • 5 funds opened new Columbia Financial positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Columbia Financial buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $1.34M added.
  • The largest Columbia Financial seller in Q3 2021 was Vanguard Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.