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Columbia Financial

98 hedge funds and large institutions have $313M invested in Columbia Financial in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $312M → $313M (+$593K)

0.88% less ownership

Funds ownership: 16.71%15.84% (-0.88%)

3% less funds holding

Funds holding: 10198 (-3)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
33
Reduced
41
Closed
7
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
51
Roundview Capital
New Jersey
$486K
SWM
52
SeaCrest Wealth Management
New York
$434K +$7.16K +400 +2%
Deutsche Bank
53
Deutsche Bank
Germany
$429K -$99.2K -5,544 -19%
SG Americas Securities
54
SG Americas Securities
New York
$422K +$408K +22,784 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$398K -$21.5K -1,200 -5%
AIG
56
American International Group
New York
$398K -$17.5K -977 -4%
SGI
57
Summit Global Investments
Utah
$370K +$44.7K +2,500 +14%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$368K
AG
59
AlphaSimPlex Group
Massachusetts
$367K -$637K -35,596 -64%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$362K -$68.2K -3,814 -16%
Robeco Institutional Asset Management
61
Robeco Institutional Asset Management
Netherlands
$332K
Verition Fund Management
62
Verition Fund Management
Connecticut
$330K +$319K +17,842 New
HCM
63
Hudson Capital Management
New Jersey
$315K
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$302K +$9.84K +550 +3%
LPL Financial
65
LPL Financial
California
$293K
OQS
66
Occudo Quantitative Strategies
Florida
$281K -$66.6K -3,723 -20%
RJA
67
Raymond James & Associates
Florida
$266K -$2.33K -130 -0.9%
MIM
68
MetLife Investment Management
New Jersey
$256K +$55.7K +3,115 +29%
AQR Capital Management
69
AQR Capital Management
Connecticut
$254K
ASRS
70
Arizona State Retirement System
Arizona
$246K -$4.6K -257 -2%
OAM
71
Oppenheimer Asset Management
New York
$245K +$10.7K +596 +5%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$242K
BFIM
73
Beese Fulmer Investment Management
Ohio
$218K
Jane Street
74
Jane Street
New York
$191K -$202K -11,291 -52%
MWM
75
Modera Wealth Management
New Jersey
$185K

CLBK Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2021, worth a combined $313M — up 0.19% from $312M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CLBK and 5 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.34M. The largest seller was Vanguard Group, cutting an estimated $10.6M.

  • 98 institutional investors held Columbia Financial (CLBK) as of Q3 2021, down from 101 in Q2 2021.
  • Funds reported $313M of Columbia Financial stock for Q3 2021, up 0.19% quarter-over-quarter.
  • 5 funds opened new Columbia Financial positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Columbia Financial buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $1.34M added.
  • The largest Columbia Financial seller in Q3 2021 was Vanguard Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.