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Columbia Financial

107 hedge funds and large institutions have $337M invested in Columbia Financial in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

2% more funds holding

Funds holding: 105107 (+2)

2% less capital invested

Capital invested by funds: $343M → $337M (-$6.01M)

1.17% less ownership

Funds ownership: 14.98%13.81% (-1.2%)

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 56

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
56
Closed
8
Calls
$486K
Puts
Net Calls
+$486K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$152K -$49.2K -2,357 -25%
AB
77
Amalgamated Bank
New York
$108K -$8.22K -394 -7%
Citigroup
78
Citigroup
New York
$89K +$5.67K +272 +7%
Osaic Holdings
79
Osaic Holdings
Arizona
$71K -$17.5K -840 -21%
AIP
80
Ameritas Investment Partners
Nebraska
$56K -$11.5K -553 -18%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$44.2K -$10.6K -510 -20%
S
82
SignatureFD
Georgia
$42K -$8.91K -427 -18%
SOW
83
State of Wyoming
Wyoming
$41K -$56.4K -2,703 -59%
Canada Life
84
Canada Life
Manitoba, Canada
$39K -$18.4K -881 -33%
Barclays
85
Barclays
United Kingdom
$38K -$102K -4,868 -74%
PA
86
Parallel Advisors
California
$34K -$1.59K -76 -5%
CA
87
CoreCap Advisors
Michigan
$33K +$31.4K +1,503 New
TRCT
88
Tower Research Capital (TRC)
New York
$28K +$15K +717 +122%
DFCM
89
Dark Forest Capital Management
Puerto Rico
$24K +$22.8K +1,095 New
US Bancorp
90
US Bancorp
Minnesota
$22K -$4.63K -222 -18%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$22K +$20.9K +1,000 New
QCG
92
Quadrant Capital Group
Ohio
$19K -$13.8K -662 -43%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$17K -$15.3K -732 -49%
HS
94
Horan Securities
United States
$15K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$13K
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$11K -$46.7K -2,238 -81%
LC
97
Lindbrook Capital
California
$3K -$605 -29 -16%
MCM
98
Manchester Capital Management
Vermont
$2K -$939 -45 -32%
JWA
99
JFS Wealth Advisors
Pennsylvania
$2K +$730 +35 +56%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.2K +$1.14M +54,688 New

CLBK Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2022, worth a combined $337M — down 1.8% from $343M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLBK positions and 8 closed out — a net gain of 6 holders — while 22 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.5M. The largest seller was BlackRock, cutting an estimated $4.62M.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q2 2022, up from 105 in Q1 2022.
  • Funds reported $337M of Columbia Financial stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 14 funds opened new Columbia Financial positions in Q2 2022 and 8 closed out, a net change of +6 holders.
  • The largest Columbia Financial buyer in Q2 2022 was Morgan Stanley, an estimated $4.5M added.
  • The largest Columbia Financial seller in Q2 2022 was BlackRock, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.