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Columbia Financial
CLBK

90 hedge funds and large institutions have $260M invested in Columbia Financial in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $670K | Put options by funds: $129K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $208M → $260M (+$52.3M)

3% more funds holding

Funds holding: 87 → 90 (+3)

0.3% more ownership

Funds ownership: 12.58% → 12.88% (+0.3%)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
33
Reduced
33
Closed
4
Calls
$670K
Puts
$129K
Net Calls
+$541K
Net Calls Change
+$138K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.21M
2
BlackRock
BlackRock
New York
+$1.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$962K
4
First Trust Advisors
First Trust Advisors
Illinois
+$846K
5
Barclays
Barclays
United Kingdom
+$332K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
2
State Street
State Street
Massachusetts
-$666K
3
Norges Bank
Norges Bank
Norway
-$356K
4
Renaissance Technologies
Renaissance Technologies
New York
-$324K
5
Millennium Management
Millennium Management
New York
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
US Bancorp
77
US Bancorp
Minnesota
$6K -$1.15K -67 -18%
GI
78
GAMMA Investing
California
$4.89K +$4.66K +272 New
EWA
79
EverSource Wealth Advisors
Alabama
$3.16K +$2.81K +164 New
WIA
80
Wetzel Investment Advisors
Indiana
$3K +$2.83K +165 New
QCG
81
Quadrant Capital Group
Ohio
$2.24K +$1.15K +67 +137%
SAM
82
Smartleaf Asset Management
Massachusetts
$1.69K +$1.47K +86 New
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$1.5K -$120K -7,025 -99%
JWA
84
JFS Wealth Advisors
Pennsylvania
$1.47K +$822 +48 +171%
LC
85
Lindbrook Capital
California
$1.22K +$1.08K +63 New
GWS
86
Glassman Wealth Services
Virginia
$771 – – –
SIC
87
SJS Investment Consulting
Ohio
$579 +$171 +10 +50%
GRP
88
Global Retirement Partners
California
$313 – – –
DPW
89
DiNuzzo Private Wealth
Pennsylvania
$251 +$223 +13 New
Squarepoint
90
Squarepoint
New York
– -$193K -12,305 Closed
AA
91
Ancora Advisors
Ohio
– -$85.5K -5,440 Closed
QT
92
Quantbot Technologies
New York
– -$19.2K -1,225 Closed
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
– -$393 -25 Closed
C
94
Covestor
United Kingdom
– -$137 -8 -50%
1 2 3
4

CLBK Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q4 2023, worth a combined $260M — up 25% from $208M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CLBK positions and 4 closed out — a net gain of 4 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.21M. The largest seller was Citadel Advisors, cutting an estimated $1.13M.

  • 90 institutional investors held Columbia Financial (CLBK) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $260M of Columbia Financial stock for Q4 2023, up 25% quarter-over-quarter.
  • 8 funds opened new Columbia Financial positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest Columbia Financial buyer in Q4 2023 was Morgan Stanley, an estimated $3.21M added.
  • The largest Columbia Financial seller in Q4 2023 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2023.