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Columbia Financial
CLBK

112 hedge funds and large institutions have $211M invested in Columbia Financial in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

9% more funds holding

Funds holding: 103 → 112 (+9)

0.31% more ownership

Funds ownership: 12.41% → 12.72% (+0.31%)

5% less capital invested

Capital invested by funds: $222M → $211M (-$11.1M)

55% less call options, than puts

Call options by funds: $391K | Put options by funds: $861K

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
29
Closed
7
Calls
$391K
Puts
$861K
Net Calls
-$470K
Net Calls Change
-$297K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.15M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.06M
3
BlackRock
BlackRock
New York
+$1M
4
Citadel Advisors
Citadel Advisors
Florida
+$979K
5
Goldman Sachs
Goldman Sachs
New York
+$896K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.1M
2
Jane Street
Jane Street
New York
-$586K
3
Millennium Management
Millennium Management
New York
-$560K
4
ECM
ExodusPoint Capital Management
New York
-$523K
5
KWM
Kingsview Wealth Management
Oregon
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$598K +$232K +13,437 +55%
AllianceBernstein
27
AllianceBernstein
Tennessee
$588K -$55K -3,190 -8%
DFG
28
Delta Financial Group
New Jersey
$578K +$630K +36,556 New
Legal & General Group
29
Legal & General Group
United Kingdom
$549K – – –
MA
30
Minerva Advisors
Pennsylvania
$534K – – –
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$524K -$254K -14,727 -31%
Canada Life
32
Canada Life
Manitoba, Canada
$516K – – –
Citigroup
33
Citigroup
New York
$512K +$53K +3,078 +10%
Creative Planning
34
Creative Planning
Kansas
$493K +$60.2K +3,495 +13%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$474K +$517K +29,979 New
Marshall Wace
36
Marshall Wace
United Kingdom
$460K +$250K +14,514 +100%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$459K -$6.65K -386 -1%
RF
38
Roxbury Financial
New Jersey
$383K +$362K +21,000 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$359K – – –
Wells Fargo
40
Wells Fargo
California
$353K +$147K +8,542 +62%
HF
41
HRT Financial
New York
$327K -$174K -10,088 -33%
SWM
42
SeaCrest Wealth Management
New York
$327K – – –
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$284K – – –
RC
44
Roundview Capital
New Jersey
$280K – – –
Verition Fund Management
45
Verition Fund Management
Connecticut
$279K +$304K +17,624 New
WSFS
46
Wilmington Savings Fund Society
Delaware
$278K – – –
HCM
47
Hudson Capital Management
New Jersey
$273K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K -$3.46K -201 -1%
MIM
49
MetLife Investment Management
New Jersey
$262K – – –
SFA
50
Sequoia Financial Advisors
Ohio
$255K +$1.98K +115 +0.7%
1
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CLBK Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q4 2024, worth a combined $211M — down 5% from $222M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLBK positions and 7 closed out — a net gain of 10 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.15M. The largest seller was Vanguard Group, cutting an estimated $1.1M.

  • 112 institutional investors held Columbia Financial (CLBK) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $211M of Columbia Financial stock for Q4 2024, down 5% quarter-over-quarter.
  • 17 funds opened new Columbia Financial positions in Q4 2024 and 7 closed out, a net change of +10 holders.
  • The largest Columbia Financial buyer in Q4 2024 was Dimensional Fund Advisors, an estimated $1.15M added.
  • The largest Columbia Financial seller in Q4 2024 was Vanguard Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2024.