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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
Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.62%
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
Shares
Change %
Citigroup
76
Citigroup
New York
$49.6K +$13.1K +718 +36%
AIP
77
Ameritas Investment Partners
Nebraska
$47.4K
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$37.1K
S
79
SignatureFD
Georgia
$28.1K -$841 -46 -3%
PA
80
Parallel Advisors
California
$25.3K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$22.1K +$5.76K +315 +35%
TRCT
82
Tower Research Capital (TRC)
New York
$19K -$79.9K -4,347 -81%
US Bancorp
83
US Bancorp
Minnesota
$18.5K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$18K
QCG
85
Quadrant Capital Group
Ohio
$13.3K -$2.8K -153 -17%
HS
86
Horan Securities
United States
$12.9K
LC
87
Lindbrook Capital
California
$7.75K +$4.42K +242 +133%
EI
88
Ellevest Inc
New York
$2.49K +$2.49K +136 New
QT
89
Quantbot Technologies
New York
$2.08K +$2.08K +114 New
AF
90
Allworth Financial
California
$988 +$988 +54 New
MCM
91
Manchester Capital Management
Vermont
$896 -$1.57K -86 -64%
JWA
92
JFS Wealth Advisors
Pennsylvania
$750 -$567 -31 -43%
GWS
93
Glassman Wealth Services
Virginia
$731 +$731 +40 New
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$640
SC
95
Schubert & Co
Texas
$494 -$512 -28 -51%
DI
96
Disciplined Investments
Oklahoma
$384 +$18 +1 +5%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$378
SIC
98
SJS Investment Consulting
Ohio
$202 -$184 -10 -48%
TWA
99
TCI Wealth Advisors
Arizona
$92 -$37 -2 -29%
AWS
100
Atria Wealth Solutions
New York
-$2.02M -93,347 Closed