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Columbia Financial

105 hedge funds and large institutions have $343M invested in Columbia Financial in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 102105 (+3)

1% more capital invested

Capital invested by funds: $338M → $343M (+$4.19M)

0.31% less ownership

Funds ownership: 15.29%14.98% (-0.31%)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
42
Closed
10
Calls
$68K
Puts
Net Calls
+$68K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Altium Wealth Management
New York
$442K
CWG
52
Crown Wealth Group
North Carolina
$430K
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$422K -$108K -5,069 -21%
AIG
54
American International Group
New York
$420K -$29.4K -1,375 -7%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$416K +$10.2K +477 +3%
Citadel Advisors
56
Citadel Advisors
Florida
$412K -$468K -21,890 -53%
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$399K +$172K +8,049 +77%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$386K
AG
59
Algert Global
California
$381K +$378K +17,716 New
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$357K -$62.2K -2,910 -15%
HCM
61
Hudson Capital Management
New Jersey
$344K
LPL Financial
62
LPL Financial
California
$341K
BFIM
63
Beese Fulmer Investment Management
Ohio
$339K +$85.4K +4,000 +34%
OAM
64
Oppenheimer Asset Management
New York
$325K +$4.55K +213 +1%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$281K
ASRS
66
Arizona State Retirement System
Arizona
$278K -$128 -6 -0%
OQS
67
Occudo Quantitative Strategies
Florida
$258K +$10.1K +473 +4%
RJA
68
Raymond James & Associates
Florida
$254K +$5.08K +238 +2%
WHG
69
Westwood Holdings Group
Texas
$224K +$223K +10,418 New
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$216K -$21 -1 -0%
MWM
71
Modera Wealth Management
New Jersey
$215K -$38.2K -1,788 -15%
Teacher Retirement System of Texas
72
Teacher Retirement System of Texas
Texas
$212K +$210K +9,851 New
AQR Capital Management
73
AQR Capital Management
Connecticut
$211K -$84.1K -3,939 -29%
CRC
74
Curi RMB Capital
Illinois
$204K +$203K +9,489 New
KPWS
75
Kestra Private Wealth Services
Texas
$202K +$200K +9,375 New

CLBK Hedge Fund Activity: Q1 2022 in Review

105 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2022, worth a combined $343M — up 1.2% from $338M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CLBK positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 42 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.67M. The largest seller was Ancora Advisors, cutting an estimated $2.05M.

  • 105 institutional investors held Columbia Financial (CLBK) as of Q1 2022, up from 102 in Q4 2021.
  • Funds reported $343M of Columbia Financial stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 13 funds opened new Columbia Financial positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest Columbia Financial buyer in Q1 2022 was Wells Fargo, an estimated $1.67M added.
  • The largest Columbia Financial seller in Q1 2022 was Ancora Advisors, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2022.