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Columbia Financial
CLBK

Overview Fund Activity

94 hedge funds and large institutions have $225M invested in Columbia Financial in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 44 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
44
Closed
4
Calls
$225K
Puts
$17K
Net Calls
+$208K
Net Calls Change
-$333K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.44M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$29.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.02M
4
JF
4
Jump Financial
Illinois
$182K
5
MWM
5
Modera Wealth Management
New Jersey
$172K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.53M
2
BlackRock
2
BlackRock
New York
$39.4M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$26M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.29M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
US Bancorp
77
US Bancorp
Minnesota
$8.83K +$3.48K +202 +65%
IA
78
IFP Advisors
Florida
$8.61K +$8.61K +500 New
GI
79
GAMMA Investing
California
$4.68K – – –
EWA
80
EverSource Wealth Advisors
Alabama
$3.97K +$1.25K +75 +46%
MPWT
81
MassMutual Private Wealth & Trust
Connecticut
$3.68K +$3.68K +214 New
WIA
82
Wetzel Investment Advisors
Indiana
$2.67K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$2.32K -$65.5K -3,808 -97%
QCG
84
Quadrant Capital Group
Ohio
$2K – – –
PWMG
85
Private Wealth Management Group
New Jersey
$1.76K +$1.76K +102 New
A
86
AlphaQuest
New York
$1.48K -$208K -12,058 -99%
SAM
87
Smartleaf Asset Management
Massachusetts
$1.46K – – –
JWA
88
JFS Wealth Advisors
Pennsylvania
$1.22K -$86 -5 -7%
LC
89
Lindbrook Capital
California
$1.08K – – –
SIC
90
SJS Investment Consulting
Ohio
$396 -$121 -7 -23%
GRP
91
Global Retirement Partners
California
$293 – – –
DPW
92
DiNuzzo Private Wealth
Pennsylvania
$207 -$17 -1 -8%
AWM
93
Avior Wealth Management
Nebraska
$103 +$103 +6 New
Jane Street
94
Jane Street
New York
– -$481K -24,947 Closed
HF
95
HRT Financial
New York
– -$264K -13,705 Closed
Neuberger Berman Group
96
Neuberger Berman Group
New York
– -$212K -10,985 Closed
GWS
97
Glassman Wealth Services
Virginia
– -$771 -40 Closed
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