We are live on ! Find out more
CLBK icon

Columbia Financial

100 hedge funds and large institutions have $193M invested in Columbia Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

6% more funds holding

Funds holding: 94100 (+6)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.17% less ownership

Funds ownership: 12.47%12.3% (-0.17%)

14% less capital invested

Capital invested by funds: $225M → $193M (-$32.2M)

51% less call options, than puts

Call options by funds: $132K | Put options by funds: $269K

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
30
Reduced
30
Closed
16
Calls
$132K
Puts
$269K
Net Calls
-$137K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
76
Amalgamated Bank
New York
$17K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$17K +$2.19K +141 +14%
S
78
SignatureFD
Georgia
$8.14K -$10.8K -695 -56%
IA
79
IFP Advisors
Florida
$7.49K
EWA
80
EverSource Wealth Advisors
Alabama
$6.43K +$1.83K +118 +49%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$5.87K +$6.08K +392 New
Osaic Holdings
82
Osaic Holdings
Arizona
$4.24K -$54.2K -3,493 -93%
GI
83
GAMMA Investing
California
$3.83K -$248 -16 -6%
QCG
84
Quadrant Capital Group
Ohio
$3.34K +$1.66K +107 +92%
WIA
85
Wetzel Investment Advisors
Indiana
$2.84K
US Bancorp
86
US Bancorp
Minnesota
$2.54K -$5.32K -343 -67%
SAM
87
Smartleaf Asset Management
Massachusetts
$1.75K +$527 +34 +40%
Comerica Bank
88
Comerica Bank
Texas
$1.71K +$1.77K +114 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$1.23K +$1.27K +82 New
Macquarie Group
90
Macquarie Group
Australia
$1.2K +$1.24K +80 New
CAM
91
Creekmur Asset Management
Illinois
$1K +$1.04K +67 New
QL
92
Quarry LP
New York
$943 +$977 +63 New
JWA
93
JFS Wealth Advisors
Pennsylvania
$854 -$217 -14 -20%
LC
94
Lindbrook Capital
California
$404 -$558 -36 -57%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$344 +$357 +23 New
SIC
96
SJS Investment Consulting
Ohio
$255 -$93 -6 -26%
DPW
97
DiNuzzo Private Wealth
Pennsylvania
$210 +$31 +2 +17%
RIL
98
Rothschild Investment LLC
Illinois
$150 +$155 +10 New
NA
99
NewEdge Advisors
Louisiana
$135 +$140 +9 New
DFG
100
Delta Financial Group
New Jersey
-$730K -42,409 Closed

CLBK Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2024, worth a combined $193M — down 14% from $225M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CLBK positions and 16 closed out — a net gain of 7 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Edgestream Partners, opening a new position worth an estimated $1.72M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $3.1M.

  • 100 institutional investors held Columbia Financial (CLBK) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $193M of Columbia Financial stock for Q2 2024, down 14% quarter-over-quarter.
  • 23 funds opened new Columbia Financial positions in Q2 2024 and 16 closed out, a net change of +7 holders.
  • The largest Columbia Financial buyer in Q2 2024 was Edgestream Partners, an estimated $1.72M added.
  • The largest Columbia Financial seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.