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Columbia Financial

103 hedge funds and large institutions have $222M invested in Columbia Financial in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $193M → $222M (+$28.7M)

3% more funds holding

Funds holding: 100103 (+3)

0.1% more ownership

Funds ownership: 12.3%12.41% (+0.1%)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

37% less call options, than puts

Call options by funds: $300K | Put options by funds: $473K

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
35
Closed
11
Calls
$300K
Puts
$473K
Net Calls
-$173K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$26K +$6.41K +380 +33%
TRCT
77
Tower Research Capital (TRC)
New York
$24.9K -$35.1K -2,084 -59%
AB
78
Amalgamated Bank
New York
$20K
IA
79
IFP Advisors
Florida
$8.54K
LFG
80
Larson Financial Group
Missouri
$8.52K +$8.41K +499 New
S
81
SignatureFD
Georgia
$7.13K -$2.12K -126 -23%
EWA
82
EverSource Wealth Advisors
Alabama
$6.09K
US Bancorp
83
US Bancorp
Minnesota
$5.29K +$2.36K +140 +82%
QCG
84
Quadrant Capital Group
Ohio
$3.81K
Russell Investments Group
85
Russell Investments Group
United Kingdom
$2.36K -$4.28K -254 -65%
Comerica Bank
86
Comerica Bank
Texas
$1.95K
LC
87
Lindbrook Capital
California
$1.93K +$1.45K +86 +319%
Osaic Holdings
88
Osaic Holdings
Arizona
$1.88K -$2.92K -173 -61%
SCM
89
Sterling Capital Management
North Carolina
$1.57K +$1.55K +92 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$1.4K
JWA
91
JFS Wealth Advisors
Pennsylvania
$1.01K +$34 +2 +4%
GI
92
GAMMA Investing
California
$854 -$3.47K -206 -80%
SAM
93
Smartleaf Asset Management
Massachusetts
$680 -$1.35K -80 -67%
A
94
AlphaQuest
New York
$478 -$90.2K -5,348 -99%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$393
SIC
96
SJS Investment Consulting
Ohio
$291
AF
97
Allworth Financial
California
$274 +$270 +16 New
DPW
98
DiNuzzo Private Wealth
Pennsylvania
$239
NA
99
NewEdge Advisors
Louisiana
$154
CA
100
Claris Advisors
Missouri
$119 +$118 +7 New

CLBK Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2024, worth a combined $222M — up 15% from $193M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLBK positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.09M. The largest seller was Edgestream Partners, exiting entirely with an estimated $1.66M sold.

  • 103 institutional investors held Columbia Financial (CLBK) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $222M of Columbia Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 14 funds opened new Columbia Financial positions in Q3 2024 and 11 closed out, a net change of +3 holders.
  • The largest Columbia Financial buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $1.09M added.
  • The largest Columbia Financial seller in Q3 2024 was Edgestream Partners, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2024.