We are live on ! Find out more
CLBK icon

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
Citigroup
76
Citigroup
New York
$49.6K +$14.6K +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 -$932 -46 -3%
PA
80
Parallel Advisors
California
$25.3K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$22.1K +$6.38K +315 +35%
TRCT
82
Tower Research Capital (TRC)
New York
$19K -$88.1K -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 -$3.1K -153 -17%
HS
86
Horan Securities
United States
$12.9K
LC
87
Lindbrook Capital
California
$7.75K +$4.91K +242 +133%
EI
88
Ellevest Inc
New York
$2.49K +$2.76K +136 New
QT
89
Quantbot Technologies
New York
$2.08K +$2.31K +114 New
AF
90
Allworth Financial
California
$988 +$1.09K +54 New
MCM
91
Manchester Capital Management
Vermont
$896 -$1.74K -86 -64%
JWA
92
JFS Wealth Advisors
Pennsylvania
$750 -$628 -31 -43%
GWS
93
Glassman Wealth Services
Virginia
$731 +$811 +40 New
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$640
SC
95
Schubert & Co
Texas
$494 -$568 -28 -51%
DI
96
Disciplined Investments
Oklahoma
$384 +$20 +1 +5%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$378
SIC
98
SJS Investment Consulting
Ohio
$202 -$203 -10 -48%
TWA
99
TCI Wealth Advisors
Arizona
$92 -$41 -2 -29%
AWS
100
Atria Wealth Solutions
New York
-$2.02M -93,347 Closed

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.