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Columbia Financial
CLBK

94 hedge funds and large institutions have $225M invested in Columbia Financial in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 44 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $225K | Put options by funds: $17K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

4% more funds holding

Funds holding: 90 → 94 (+4)

0.4% less ownership

Funds ownership: 12.88% → 12.47% (-0.4%)

14% less capital invested

Capital invested by funds: $260M → $225M (-$35.2M)

59% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 44

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
44
Closed
4
Calls
$225K
Puts
$17K
Net Calls
+$208K
Net Calls Change
-$333K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.31M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$629K
3
JP Morgan Chase
JP Morgan Chase
New York
+$257K
4
JF
Jump Financial
Illinois
+$185K
5
MWM
Modera Wealth Management
New Jersey
+$175K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.12M
2
BlackRock
BlackRock
New York
-$1.89M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$750K
4
Goldman Sachs
Goldman Sachs
New York
-$711K
5
Jane Street
Jane Street
New York
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$681K +$72.4K +4,143 +12%
American Century Companies
27
American Century Companies
Missouri
$680K +$155K +8,863 +29%
Barclays
28
Barclays
United Kingdom
$665K -$356K -20,400 -35%
CS
29
Credit Suisse
Switzerland
$637K +$57K +3,264 +10%
Legal & General Group
30
Legal & General Group
United Kingdom
$601K – – –
MA
31
Minerva Advisors
Pennsylvania
$582K – – –
Canada Life
32
Canada Life
Manitoba, Canada
$561K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$538K -$30.4K -1,737 -5%
ASN
34
Advisory Services Network
Georgia
$379K -$8.74K -500 -2%
SWM
35
SeaCrest Wealth Management
New York
$361K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$356K -$1.33K -76 -0.4%
Citigroup
37
Citigroup
New York
$346K -$136K -7,787 -28%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K +$29.5K +1,688 +10%
Rafferty Asset Management
39
Rafferty Asset Management
New York
$321K -$55.2K -3,159 -14%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$311K -$17 -1 -0%
Millennium Management
41
Millennium Management
New York
$310K -$186K -10,625 -37%
RC
42
Roundview Capital
New Jersey
$304K -$61.2K -3,500 -17%
HCM
43
Hudson Capital Management
New Jersey
$297K -$13.6K -780 -4%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$296K – – –
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$281K +$144K +8,216 +101%
SFA
46
Sequoia Financial Advisors
Ohio
$275K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$270K – – –
CWG
48
Crown Wealth Group
North Carolina
$267K – – –
KAS
49
Kestra Advisory Services
Texas
$258K – – –
MIM
50
MetLife Investment Management
New Jersey
$257K – – –
1
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CLBK Hedge Fund Activity: Q1 2024 in Review

94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2024, worth a combined $225M — down 14% from $260M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CLBK positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31M. The largest seller was Morgan Stanley, cutting an estimated $3.12M.

  • 94 institutional investors held Columbia Financial (CLBK) as of Q1 2024, up from 90 in Q4 2023.
  • Funds reported $225M of Columbia Financial stock for Q1 2024, down 14% quarter-over-quarter.
  • 8 funds opened new Columbia Financial positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Columbia Financial buyer in Q1 2024 was Bank of America, an estimated $1.31M added.
  • The largest Columbia Financial seller in Q1 2024 was Morgan Stanley, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2024.