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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
Citigroup
76
Citigroup
New York
$78K -$104K -6,266 -58%
AIP
77
Ameritas Investment Partners
Nebraska
$70K
Canada Life
78
Canada Life
Manitoba, Canada
$64K
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$61K +$53.3K +3,210 +1,035%
Macquarie Group
80
Macquarie Group
Australia
$31K -$13.8K -832 -32%
PA
81
Parallel Advisors
California
$23K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$22K -$101K -6,103 -83%
US Bancorp
83
US Bancorp
Minnesota
$20K
S
84
SignatureFD
Georgia
$18K +$6.21K +374 +55%
QCG
85
Quadrant Capital Group
Ohio
$10K +$9.11K +549 +1,120%
Osaic Holdings
86
Osaic Holdings
Arizona
$4K +$1.39K +84 +53%
BCA
87
Berman Capital Advisors
Georgia
$3K
LC
88
Lindbrook Capital
California
$3K +$2.54K +153 New
Federated Hermes
89
Federated Hermes
Pennsylvania
$1K +$83 +5 New
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$1K +$581 +35 New
AIG
91
American International Group
New York
$479 -$5.82K -351 -1%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$42
BMC
93
Benin Management Corp
Connecticut
-$616K -39,600 Closed
Mariner
94
Mariner
Kansas
-$467K -30,000 Closed
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
-$314K -20,163 Closed
GCP
96
GSA Capital Partners
United Kingdom
-$299K -19,239 Closed
KPWS
97
Kestra Private Wealth Services
Texas
-$292K -18,750 Closed
AWM
98
Altium Wealth Management
New York
-$245K -15,729 Closed
E
99
Ergoteles
New York
-$204K -13,096 Closed
RJT
100
Raymond James Trust
Florida
-$180K -11,582 Closed

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.