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Columbia Financial
CLBK

Overview Fund Activity

102 hedge funds and large institutions have $220M invested in Columbia Financial in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
28
Reduced
34
Closed
12
Calls
$300K
Puts
$473K
Net Calls
-$173K
Net Calls Change
-$36K

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$31.3M
2
BlackRock
2
BlackRock
New York
$40.1M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$817K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.54M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.4M

Top Sellers

1
EP
1
Edgestream Partners
New Jersey
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$21.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.95M
4
State Street
4
State Street
Massachusetts
$15.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$592K -$1.62K -95 -0.3%
MA
27
Minerva Advisors
Pennsylvania
$577K – – –
Millennium Management
28
Millennium Management
New York
$560K +$185K +10,852 +49%
Canada Life
29
Canada Life
Manitoba, Canada
$558K – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$546K +$165K +9,663 +43%
HF
31
HRT Financial
New York
$525K +$195K +11,464 +59%
ECM
32
ExodusPoint Capital Management
New York
$523K +$168K +9,844 +47%
KWM
33
Kingsview Wealth Management
Oregon
$516K – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$502K -$16.3K -954 -3%
Citigroup
35
Citigroup
New York
$501K +$88K +5,155 +21%
Creative Planning
36
Creative Planning
Kansas
$473K +$175K +10,270 +59%
UBS Group
37
UBS Group
Switzerland
$416K +$65.5K +3,835 +19%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$387K +$34.1K +2,000 +10%
SWM
39
SeaCrest Wealth Management
New York
$353K -$4.9K -287 -1%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$307K – – –
RC
41
Roundview Capital
New Jersey
$302K – – –
WSFS
42
Wilmington Savings Fund Society
Delaware
$300K +$300K +17,577 New
HCM
43
Hudson Capital Management
New Jersey
$294K – – –
Rafferty Asset Management
44
Rafferty Asset Management
New York
$289K -$190K -11,132 -40%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$287K -$7.02K -411 -2%
MIM
46
MetLife Investment Management
New Jersey
$283K – – –
SFA
47
Sequoia Financial Advisors
Ohio
$273K -$683 -40 -0.2%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$270K +$160K +9,374 +146%
CWG
49
Crown Wealth Group
North Carolina
$265K – – –
Deutsche Bank
50
Deutsche Bank
Germany
$257K -$341 -20 -0.1%
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