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Columbia Financial

107 hedge funds and large institutions have $315M invested in Columbia Financial in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 107107 (0)

0.26% less ownership

Funds ownership: 13.81%13.55% (-0.26%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

6% less capital invested

Capital invested by funds: $337M → $315M (-$21.3M)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
36
Reduced
39
Closed
11
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$181K
UBS Group
77
UBS Group
Switzerland
$113K -$34.5K -1,596 -23%
AB
78
Amalgamated Bank
New York
$105K +$151 +7 +0.1%
TRCT
79
Tower Research Capital (TRC)
New York
$83K +$56.3K +2,609 +200%
Osaic Holdings
80
Osaic Holdings
Arizona
$68K
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$64K +$65.2K +3,020 New
Barclays
82
Barclays
United Kingdom
$60K +$23K +1,067 +61%
AIP
83
Ameritas Investment Partners
Nebraska
$54K
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$50K -$269K -12,464 -84%
Citigroup
85
Citigroup
New York
$46K -$41.5K -1,923 -47%
S
86
SignatureFD
Georgia
$43K +$2.38K +110 +6%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$42.9K
PA
88
Parallel Advisors
California
$32K
ACM
89
Aquatic Capital Management
Illinois
$30K +$30.2K +1,400 New
US Bancorp
90
US Bancorp
Minnesota
$26K +$5.38K +249 +25%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$25K +$8.31K +385 +50%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$21K
QCG
93
Quadrant Capital Group
Ohio
$19K +$65 +3 +0.3%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$17K +$5.18K +240 +47%
HS
95
Horan Securities
United States
$15K
Simplex Trading
96
Simplex Trading
Illinois
$14K +$15.1K +700 New
LC
97
Lindbrook Capital
California
$4K +$583 +27 +18%
MCM
98
Manchester Capital Management
Vermont
$3K +$1.21K +56 +58%
JWA
99
JFS Wealth Advisors
Pennsylvania
$2K -$216 -10 -10%
SC
100
Schubert & Co
Texas
$2K +$432 +20 +32%

CLBK Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2022, worth a combined $315M — down 6.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CLBK positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.32M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $24.9M sold.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $315M of Columbia Financial stock for Q3 2022, down 6.3% quarter-over-quarter.
  • 12 funds opened new Columbia Financial positions in Q3 2022 and 11 closed out, a net change of +1 holder.
  • The largest Columbia Financial buyer in Q3 2022 was Dimensional Fund Advisors, an estimated $1.32M added.
  • The largest Columbia Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2022.