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Columbia Financial

100 hedge funds and large institutions have $193M invested in Columbia Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

6% more funds holding

Funds holding: 94100 (+6)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.17% less ownership

Funds ownership: 12.47%12.3% (-0.17%)

14% less capital invested

Capital invested by funds: $225M → $193M (-$32.2M)

51% less call options, than puts

Call options by funds: $132K | Put options by funds: $269K

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
30
Reduced
30
Closed
16
Calls
$132K
Puts
$269K
Net Calls
-$137K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Minerva Advisors
Pennsylvania
$506K
Jane Street
27
Jane Street
New York
$499K +$517K +33,339 New
Canada Life
28
Canada Life
Manitoba, Canada
$488K
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$455K -$13.7K -884 -3%
KWM
30
Kingsview Wealth Management
Oregon
$452K +$469K +30,221 New
Rafferty Asset Management
31
Rafferty Asset Management
New York
$420K +$146K +9,438 +51%
Citigroup
32
Citigroup
New York
$362K +$63.5K +4,096 +20%
Citadel Advisors
33
Citadel Advisors
Florida
$357K +$276K +17,784 +294%
JP Morgan Chase
34
JP Morgan Chase
New York
$334K -$570K -36,798 -62%
Millennium Management
35
Millennium Management
New York
$329K +$61.1K +3,944 +22%
Barclays
36
Barclays
United Kingdom
$319K -$269K -17,326 -45%
SWM
37
SeaCrest Wealth Management
New York
$314K
ECM
38
ExodusPoint Capital Management
New York
$311K +$322K +20,786 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$310K
UBS Group
40
UBS Group
Switzerland
$308K -$295K -19,041 -48%
HF
41
HRT Financial
New York
$289K +$300K +19,338 New
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$268K -$2.15K -139 -0.8%
RC
43
Roundview Capital
New Jersey
$265K
Creative Planning
44
Creative Planning
Kansas
$261K +$270K +17,445 New
HCM
45
Hudson Capital Management
New Jersey
$258K
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258K -$24.5K -1,579 -8%
MIM
47
MetLife Investment Management
New Jersey
$248K +$25.4K +1,636 +11%
SFA
48
Sequoia Financial Advisors
Ohio
$240K +$1.38K +89 +0.6%
CWG
49
Crown Wealth Group
North Carolina
$232K
Deutsche Bank
50
Deutsche Bank
Germany
$225K -$9.74K -628 -4%

CLBK Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2024, worth a combined $193M — down 14% from $225M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CLBK positions and 16 closed out — a net gain of 7 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Edgestream Partners, opening a new position worth an estimated $1.72M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $3.1M.

  • 100 institutional investors held Columbia Financial (CLBK) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $193M of Columbia Financial stock for Q2 2024, down 14% quarter-over-quarter.
  • 23 funds opened new Columbia Financial positions in Q2 2024 and 16 closed out, a net change of +7 holders.
  • The largest Columbia Financial buyer in Q2 2024 was Edgestream Partners, an estimated $1.72M added.
  • The largest Columbia Financial seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.