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Columbia Financial

101 hedge funds and large institutions have $271M invested in Columbia Financial in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 13.59%13.76% (+0.17%)

2% less funds holding

Funds holding: 103101 (-2)

9% less capital invested

Capital invested by funds: $299M → $271M (-$27.8M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

35% less call options, than puts

Call options by funds: $241K | Put options by funds: $371K

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
39
Closed
9
Calls
$241K
Puts
$371K
Net Calls
-$130K
Net Calls Change
-$768K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MetLife Investment Management
New Jersey
$313K
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$298K
AIG
53
American International Group
New York
$296K +$2.03K +100 +0.6%
SFA
54
Sequoia Financial Advisors
Ohio
$292K -$872 -43 -0.3%
Mariner
55
Mariner
Kansas
$287K -$35K -1,727 -10%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275K +$973 +48 +0.3%
CWG
57
Crown Wealth Group
North Carolina
$274K
MC
58
Moors & Cabot
Massachusetts
$274K +$101K +5,000 +50%
BFIM
59
Beese Fulmer Investment Management
Ohio
$272K
VOYA Investment Management
60
VOYA Investment Management
Georgia
$268K -$5.35K -264 -2%
Victory Capital Management
61
Victory Capital Management
Texas
$264K -$370K -18,235 -56%
American Century Companies
62
American Century Companies
Missouri
$253K +$66.1K +3,259 +30%
AQR Capital Management
63
AQR Capital Management
Connecticut
$240K -$202K -9,985 -43%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$230K
ASRS
65
Arizona State Retirement System
Arizona
$203K +$4.03K +199 +2%
LPL Financial
66
LPL Financial
California
$202K -$62.8K -3,100 -22%
MWM
67
Modera Wealth Management
New Jersey
$183K
Zurich Cantonal Bank
68
Zurich Cantonal Bank
Switzerland
$162K
AA
69
Ancora Advisors
Ohio
$148K -$5.43M -268,123 -97%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$131K +$100K +4,936 +223%
Osaic Holdings
71
Osaic Holdings
Arizona
$89.3K +$21.8K +1,074 +28%
DA
72
Denali Advisors
California
$82.3K -$22.3K -1,100 -20%
AB
73
Amalgamated Bank
New York
$75K -$16.8K -827 -17%
DFCM
74
Dark Forest Capital Management
Puerto Rico
$64.8K +$71.8K +3,544 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$60K -$76.3K -3,763 -53%

CLBK Hedge Fund Activity: Q1 2023 in Review

101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2023, worth a combined $271M — down 9.3% from $299M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CLBK and 8 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 32 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.31M. The largest seller was Ancora Advisors, cutting an estimated $5.43M.

  • 101 institutional investors held Columbia Financial (CLBK) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $271M of Columbia Financial stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 8 funds opened new Columbia Financial positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest Columbia Financial buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $4.31M added.
  • The largest Columbia Financial seller in Q1 2023 was Ancora Advisors, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2023.