We are live on ! Find out more
CLBK icon

Columbia Financial
CLBK

90 hedge funds and large institutions have $260M invested in Columbia Financial in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $670K | Put options by funds: $129K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $208M → $260M (+$52.3M)

3% more funds holding

Funds holding: 87 → 90 (+3)

0.3% more ownership

Funds ownership: 12.58% → 12.88% (+0.3%)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
33
Reduced
33
Closed
4
Calls
$670K
Puts
$129K
Net Calls
+$541K
Net Calls Change
+$138K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.21M
2
BlackRock
BlackRock
New York
+$1.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$962K
4
First Trust Advisors
First Trust Advisors
Illinois
+$846K
5
Barclays
Barclays
United Kingdom
+$332K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
2
State Street
State Street
Massachusetts
-$666K
3
Norges Bank
Norges Bank
Norway
-$356K
4
Renaissance Technologies
Renaissance Technologies
New York
-$324K
5
Millennium Management
Millennium Management
New York
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$683K +$165K +9,638 +37%
Legal & General Group
27
Legal & General Group
United Kingdom
$673K -$1.59K -93 -0.3%
MA
28
Minerva Advisors
Pennsylvania
$652K – – –
CS
29
Credit Suisse
Switzerland
$651K -$13.5K -790 -2%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$636K -$27.7K -1,615 -5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$630K +$133K +7,767 +31%
Canada Life
32
Canada Life
Manitoba, Canada
$625K +$101K +5,890 +22%
American Century Companies
33
American Century Companies
Missouri
$591K +$136K +7,926 +35%
Millennium Management
34
Millennium Management
New York
$552K -$287K -16,726 -37%
Citigroup
35
Citigroup
New York
$537K +$87.8K +5,122 +23%
Jane Street
36
Jane Street
New York
$481K -$10.5K -613 -2%
ASN
37
Advisory Services Network
Georgia
$434K – – –
Rafferty Asset Management
38
Rafferty Asset Management
New York
$420K +$6.63K +387 +2%
RC
39
Roundview Capital
New Jersey
$408K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$401K -$1.11K -65 -0.3%
SWM
41
SeaCrest Wealth Management
New York
$398K – – –
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$349K -$428 -25 -0.1%
HCM
43
Hudson Capital Management
New Jersey
$348K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330K -$12.2K -712 -4%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$315K – – –
SFA
46
Sequoia Financial Advisors
Ohio
$308K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$302K +$908 +53 +0.3%
CWG
48
Crown Wealth Group
North Carolina
$299K – – –
KAS
49
Kestra Advisory Services
Texas
$289K +$257K +15,000 New
MIM
50
MetLife Investment Management
New Jersey
$288K -$36.9K -2,153 -13%
1
2
3 4

CLBK Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q4 2023, worth a combined $260M — up 25% from $208M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CLBK positions and 4 closed out — a net gain of 4 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.21M. The largest seller was Citadel Advisors, cutting an estimated $1.13M.

  • 90 institutional investors held Columbia Financial (CLBK) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $260M of Columbia Financial stock for Q4 2023, up 25% quarter-over-quarter.
  • 8 funds opened new Columbia Financial positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest Columbia Financial buyer in Q4 2023 was Morgan Stanley, an estimated $3.21M added.
  • The largest Columbia Financial seller in Q4 2023 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2023.