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Columbia Financial
CLBK

107 hedge funds and large institutions have $337M invested in Columbia Financial in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

2% more funds holding

Funds holding: 105 → 107 (+2)

2% less capital invested

Capital invested by funds: $343M → $337M (-$6.01M)

1.17% less ownership

Funds ownership: 14.98% → 13.81% (-1.2%)

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 56

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
22
Reduced
56
Closed
8
Calls
$486K
Puts
–
Net Calls
+$486K
Net Calls Change
+$418K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.54M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.86M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.14M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.62M
2
Norges Bank
Norges Bank
Norway
-$1.63M
3
BCM
BHZ Capital Management
California
-$1.57M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.51M
5
AA
Ancora Advisors
Ohio
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
DI
102
Disciplined Investments
Oklahoma
$1K +$63 +3 +14%
SC
103
Schubert & Co
Texas
$1K +$772 +37 +148%
SFG
104
Steward Financial Group
Texas
$1K +$1.08K +52 New
CIAS
105
CFS Investment Advisory Services
New Jersey
– -$3K -56,700 Closed
BFM
106
Boothbay Fund Management
New York
– -$898K -41,754 Closed
HIM
107
Hillsdale Investment Management
Ontario, Canada
– -$815K -37,900 Closed
OQS
108
Occudo Quantitative Strategies
Florida
– -$258K -11,979 Closed
WHG
109
Westwood Holdings Group
Texas
– -$224K -10,418 Closed
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
– -$212K -9,851 Closed
CRC
111
Curi RMB Capital
Illinois
– -$204K -9,489 Closed
CI
112
Cordant Inc
Oregon
– -$1K -44 Closed
C
113
Covestor
United Kingdom
– -$104 -5 -24%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
– +$146 +7 New
AF
115
Allworth Financial
California
– +$188 +9 New
1 2 3 4
5

CLBK Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2022, worth a combined $337M — down 1.8% from $343M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLBK positions and 8 closed out — a net gain of 6 holders — while 22 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.5M. The largest seller was BlackRock, cutting an estimated $4.62M.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q2 2022, up from 105 in Q1 2022.
  • Funds reported $337M of Columbia Financial stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 14 funds opened new Columbia Financial positions in Q2 2022 and 8 closed out, a net change of +6 holders.
  • The largest Columbia Financial buyer in Q2 2022 was Morgan Stanley, an estimated $4.5M added.
  • The largest Columbia Financial seller in Q2 2022 was BlackRock, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.