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Columbia Financial
CLBK

107 hedge funds and large institutions have $337M invested in Columbia Financial in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

2% more funds holding

Funds holding: 105 → 107 (+2)

2% less capital invested

Capital invested by funds: $343M → $337M (-$6.01M)

1.17% less ownership

Funds ownership: 14.98% → 13.81% (-1.2%)

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 56

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
22
Reduced
56
Closed
8
Calls
$486K
Puts
–
Net Calls
+$486K
Net Calls Change
+$418K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.54M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.14M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.62M
2
Norges Bank
Norges Bank
Norway
-$1.63M
3
BCM
BHZ Capital Management
California
-$1.57M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.51M
5
AA
Ancora Advisors
Ohio
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$1.02M -$219K -10,478 -18%
MAM
27
Martingale Asset Management
Massachusetts
$1.02M -$48K -2,300 -5%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.01M – – –
UBS AM
29
UBS AM
Illinois
$978K -$26.5K -1,268 -3%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$900K -$4.17K -200 -0.5%
Goldman Sachs
31
Goldman Sachs
New York
$845K -$283K -13,579 -26%
Axa
32
Axa
France
$830K -$717K -34,351 -47%
BCM
33
BHZ Capital Management
California
$816K -$1.57M -75,026 -67%
ASN
34
Advisory Services Network
Georgia
$807K -$20.9K -1,000 -3%
JP Morgan Chase
35
JP Morgan Chase
New York
$739K -$239K -11,476 -25%
MA
36
Minerva Advisors
Pennsylvania
$727K – – –
SGI
37
Summit Global Investments
Utah
$700K +$156K +7,500 +30%
Legal & General Group
38
Legal & General Group
United Kingdom
$671K -$63.3K -3,033 -9%
AG
39
Algert Global
California
$665K +$267K +12,780 +72%
CS
40
Credit Suisse
Switzerland
$653K -$200K -9,600 -24%
RC
41
Roundview Capital
New Jersey
$573K – – –
Principal Financial Group
42
Principal Financial Group
Iowa
$571K -$366K -17,561 -40%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$527K -$100K -4,802 -17%
SWM
44
SeaCrest Wealth Management
New York
$490K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$470K – – –
Victory Capital Management
46
Victory Capital Management
Texas
$463K -$199K -9,533 -31%
AWM
47
Altium Wealth Management
New York
$449K – – –
CWG
48
Crown Wealth Group
North Carolina
$436K – – –
MIM
49
MetLife Investment Management
New Jersey
$373K -$91.6K -4,392 -20%
Deutsche Bank
50
Deutsche Bank
Germany
$363K -$111K -5,320 -24%
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CLBK Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2022, worth a combined $337M — down 1.8% from $343M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLBK positions and 8 closed out — a net gain of 6 holders — while 22 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.5M. The largest seller was BlackRock, cutting an estimated $4.62M.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q2 2022, up from 105 in Q1 2022.
  • Funds reported $337M of Columbia Financial stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 14 funds opened new Columbia Financial positions in Q2 2022 and 8 closed out, a net change of +6 holders.
  • The largest Columbia Financial buyer in Q2 2022 was Morgan Stanley, an estimated $4.5M added.
  • The largest Columbia Financial seller in Q2 2022 was BlackRock, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.