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Columbia Financial
CLBK

105 hedge funds and large institutions have $343M invested in Columbia Financial in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 102 → 105 (+3)

1% more capital invested

Capital invested by funds: $338M → $343M (+$4.19M)

0.31% less ownership

Funds ownership: 15.29% → 14.98% (-0.31%)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
42
Closed
10
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.67M
2
Axa
Axa
France
+$1.55M
3
Invesco
Invesco
Georgia
+$1.4M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$1.21M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$2.05M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.56M
3
BlackRock
BlackRock
New York
-$1.54M
4
Millennium Management
Millennium Management
New York
-$1.31M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.13M +$177K +8,308 +19%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$1.12M -$197K -9,222 -15%
MAM
28
Martingale Asset Management
Massachusetts
$1.06M -$15K -700 -1%
AllianceBernstein
29
AllianceBernstein
Tennessee
$996K +$348K +16,300 +54%
UBS AM
30
UBS AM
Illinois
$992K – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$977K -$232K -10,874 -19%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$944K +$434K +20,300 +86%
Principal Financial Group
33
Principal Financial Group
Iowa
$940K -$471K -22,039 -34%
BFM
34
Boothbay Fund Management
New York
$898K -$905K -42,354 -50%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$892K -$2.16K -101 -0.2%
CS
36
Credit Suisse
Switzerland
$851K +$40.7K +1,906 +5%
ASN
37
Advisory Services Network
Georgia
$817K -$21.4K -1,000 -3%
HIM
38
Hillsdale Investment Management
Ontario, Canada
$815K +$810K +37,900 New
MA
39
Minerva Advisors
Pennsylvania
$727K – – –
Legal & General Group
40
Legal & General Group
United Kingdom
$726K +$1.54K +72 +0.2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$623K +$854 +40 +0.1%
Victory Capital Management
42
Victory Capital Management
Texas
$583K -$113K -5,282 -15%
RC
43
Roundview Capital
New Jersey
$565K – – –
SGI
44
Summit Global Investments
Utah
$529K – – –
Millennium Management
45
Millennium Management
New York
$511K -$1.31M -61,171 -72%
Bank of America
46
Bank of America
North Carolina
$490K -$439K -20,574 -47%
SWM
47
SeaCrest Wealth Management
New York
$483K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$472K -$53.8K -2,519 -10%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$463K – – –
MIM
50
MetLife Investment Management
New Jersey
$463K +$163K +7,646 +55%
1
2
3 4 5

CLBK Hedge Fund Activity: Q1 2022 in Review

105 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2022, worth a combined $343M — up 1.2% from $338M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CLBK positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 42 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.67M. The largest seller was Ancora Advisors, cutting an estimated $2.05M.

  • 105 institutional investors held Columbia Financial (CLBK) as of Q1 2022, up from 102 in Q4 2021.
  • Funds reported $343M of Columbia Financial stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 13 funds opened new Columbia Financial positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest Columbia Financial buyer in Q1 2022 was Wells Fargo, an estimated $1.67M added.
  • The largest Columbia Financial seller in Q1 2022 was Ancora Advisors, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2022.