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Columbia Financial

101 hedge funds and large institutions have $271M invested in Columbia Financial in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 13.59%13.76% (+0.17%)

2% less funds holding

Funds holding: 103101 (-2)

9% less capital invested

Capital invested by funds: $299M → $271M (-$27.8M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

35% less call options, than puts

Call options by funds: $241K | Put options by funds: $371K

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
39
Closed
9
Calls
$241K
Puts
$371K
Net Calls
-$130K
Net Calls Change
-$768K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$846K -$1.88M -92,845 -67%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$844K -$20.6K -1,017 -2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$817K -$14.2K -700 -2%
JP Morgan Chase
29
JP Morgan Chase
New York
$784K +$169K +8,321 +24%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$739K -$14.8K -730 -2%
MAM
31
Martingale Asset Management
Massachusetts
$691K -$173K -8,551 -18%
Legal & General Group
32
Legal & General Group
United Kingdom
$682K +$153K +7,555 +25%
CS
33
Credit Suisse
Switzerland
$651K +$73K +3,603 +11%
Citadel Advisors
34
Citadel Advisors
Florida
$648K +$541K +26,678 +304%
MA
35
Minerva Advisors
Pennsylvania
$618K
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$596K -$254K -12,513 -28%
Barclays
37
Barclays
United Kingdom
$535K +$408K +20,144 +220%
UBS Group
38
UBS Group
Switzerland
$523K +$242K +11,956 +72%
Bank of America
39
Bank of America
North Carolina
$470K -$50.7K -2,499 -9%
ASN
40
Advisory Services Network
Georgia
$457K -$193K -9,500 -28%
Canada Life
41
Canada Life
Manitoba, Canada
$412K
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$409K -$127K -6,289 -22%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$390K +$29.9K +1,477 +7%
Deutsche Bank
44
Deutsche Bank
Germany
$388K +$129K +6,363 +43%
RC
45
Roundview Capital
New Jersey
$387K
SWM
46
SeaCrest Wealth Management
New York
$385K
NM
47
Newtyn Management
New York
$358K +$397K +19,600 New
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$332K +$369K +18,199 New
HCM
49
Hudson Capital Management
New Jersey
$330K
Rafferty Asset Management
50
Rafferty Asset Management
New York
$324K +$359K +17,706 New

CLBK Hedge Fund Activity: Q1 2023 in Review

101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2023, worth a combined $271M — down 9.3% from $299M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CLBK and 8 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 32 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.31M. The largest seller was Ancora Advisors, cutting an estimated $5.43M.

  • 101 institutional investors held Columbia Financial (CLBK) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $271M of Columbia Financial stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 8 funds opened new Columbia Financial positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Columbia Financial buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $4.31M added.
  • The largest Columbia Financial seller in Q1 2023 was Ancora Advisors, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2023.