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Columbia Financial

92 hedge funds and large institutions have $342M invested in Columbia Financial in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $310M → $342M (+$32.8M)

0% less ownership

Funds ownership: 17.69%17.68% (-0%)

6% less funds holding

Funds holding: 9892 (-6)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

91% less call options, than puts

Call options by funds: $375K | Put options by funds: $3.95M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
29
Reduced
34
Closed
13
Calls
$375K
Puts
$3.95M
Net Calls
-$3.58M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
51
Roundview Capital
New Jersey
$459K
Legal & General Group
52
Legal & General Group
United Kingdom
$444K +$382 +23 +0.1%
MAM
53
Martingale Asset Management
Massachusetts
$427K -$4.94K -298 -1%
SWM
54
SeaCrest Wealth Management
New York
$403K -$6.64K -400 -2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$397K
VOYA Investment Management
56
VOYA Investment Management
Georgia
$376K -$20.3K -1,225 -5%
MIM
57
MetLife Investment Management
New Jersey
$306K
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$290K +$103K +6,207 +60%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$285K -$6.17K -372 -2%
LPL Financial
60
LPL Financial
California
$277K
HF
61
HRT Financial
New York
$266K +$253K +15,224 New
ASRS
62
Arizona State Retirement System
Arizona
$258K -$4.28K -258 -2%
GT
63
Greenleaf Trust
Michigan
$248K +$235K +14,173 New
AQR Capital Management
64
AQR Capital Management
Connecticut
$240K
RJFSA
65
Raymond James Financial Services Advisors
Florida
$229K
OAM
66
Oppenheimer Asset Management
New York
$227K +$10.1K +611 +5%
ProShare Advisors
67
ProShare Advisors
Maryland
$220K +$33K +1,987 +19%
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$188K +$179K +10,763 New
Jane Street
69
Jane Street
New York
$179K +$170K +10,266 New
MWM
70
Modera Wealth Management
New Jersey
$175K
SG Americas Securities
71
SG Americas Securities
New York
$172K -$19.1K -1,154 -11%
TRCT
72
Tower Research Capital (TRC)
New York
$109K +$42.1K +2,540 +68%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$102K
UBS Group
74
UBS Group
Switzerland
$94K +$21.9K +1,320 +33%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$83K +$6.39K +385 +9%

CLBK Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2021, worth a combined $342M — up 11% from $310M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CLBK and 9 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 29 added.

The largest buyer was BlackRock, adding an estimated $5.09M. The largest seller was Acadian Asset Management, cutting an estimated $3.16M.

  • 92 institutional investors held Columbia Financial (CLBK) as of Q1 2021, down from 98 in Q4 2020.
  • Funds reported $342M of Columbia Financial stock for Q1 2021, up 11% quarter-over-quarter.
  • 9 funds opened new Columbia Financial positions in Q1 2021 and 13 closed out, a net change of -4 holders.
  • The largest Columbia Financial buyer in Q1 2021 was BlackRock, an estimated $5.09M added.
  • The largest Columbia Financial seller in Q1 2021 was Acadian Asset Management, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2021.