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Columbia Financial
CLBK

107 hedge funds and large institutions have $315M invested in Columbia Financial in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 107 → 107 (0)

0.26% less ownership

Funds ownership: 13.81% → 13.55% (-0.26%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

6% less capital invested

Capital invested by funds: $337M → $315M (-$21.3M)

Holders
107
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
39
Closed
11
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
-$268K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.32M
2
AWS
Atria Wealth Solutions
New York
+$999K
3
HF
HRT Financial
New York
+$495K
4
Goldman Sachs
Goldman Sachs
New York
+$469K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$283K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.9M
2
BlackRock
BlackRock
New York
-$3.13M
3
AA
Ancora Advisors
Ohio
-$3.12M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.93M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$1M +$54.2K +2,510 +6%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$997K +$6.48K +300 +0.6%
MAM
28
Martingale Asset Management
Massachusetts
$990K – – –
AWS
29
Atria Wealth Solutions
New York
$977K +$999K +46,251 New
AllianceBernstein
30
AllianceBernstein
Tennessee
$932K -$47.5K -2,200 -5%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$871K -$1.08K -50 -0.1%
Citadel Advisors
32
Citadel Advisors
Florida
$807K -$733K -33,956 -47%
ASN
33
Advisory Services Network
Georgia
$782K – – –
Axa
34
Axa
France
$764K -$41K -1,900 -5%
AG
35
Algert Global
California
$715K +$72.1K +3,339 +11%
MA
36
Minerva Advisors
Pennsylvania
$714K – – –
CS
37
Credit Suisse
Switzerland
$683K +$51.1K +2,368 +8%
SGI
38
Summit Global Investments
Utah
$682K +$4.32K +200 +0.6%
JP Morgan Chase
39
JP Morgan Chase
New York
$659K -$58.4K -2,706 -8%
Legal & General Group
40
Legal & General Group
United Kingdom
$621K -$29.4K -1,360 -4%
BCM
41
BHZ Capital Management
California
$618K -$177K -8,200 -22%
RC
42
Roundview Capital
New Jersey
$555K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$512K +$1.23K +57 +0.2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$511K +$185K +8,590 +55%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$507K +$283K +13,087 +120%
HF
46
HRT Financial
New York
$484K +$495K +22,910 New
Victory Capital Management
47
Victory Capital Management
Texas
$463K +$14.1K +651 +3%
SWM
48
SeaCrest Wealth Management
New York
$445K -$30.2K -1,400 -6%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$437K -$18.6K -863 -4%
CWG
50
Crown Wealth Group
North Carolina
$423K – – –
1
2
3 4 5

CLBK Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2022, worth a combined $315M — down 6.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CLBK positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.32M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $24.9M sold.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $315M of Columbia Financial stock for Q3 2022, down 6.3% quarter-over-quarter.
  • 12 funds opened new Columbia Financial positions in Q3 2022 and 11 closed out, a net change of +1 holder.
  • The largest Columbia Financial buyer in Q3 2022 was Dimensional Fund Advisors, an estimated $1.32M added.
  • The largest Columbia Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2022.