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Columbia Financial
CLBK

107 hedge funds and large institutions have $315M invested in Columbia Financial in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 107 → 107 (0)

0.26% less ownership

Funds ownership: 13.81% → 13.55% (-0.26%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

6% less capital invested

Capital invested by funds: $337M → $315M (-$21.3M)

Holders
107
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
39
Closed
11
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
-$268K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.32M
2
AWS
Atria Wealth Solutions
New York
+$999K
3
HF
HRT Financial
New York
+$495K
4
Goldman Sachs
Goldman Sachs
New York
+$469K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$283K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.9M
2
BlackRock
BlackRock
New York
-$3.13M
3
AA
Ancora Advisors
Ohio
-$3.12M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.93M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.19K -$583 -27 -0%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
BCM
103
Bourgeon Capital Management
Connecticut
$1K +$928 +43 New
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
– -$24.9M -1,141,700 Closed
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
– -$228K -10,456 Closed
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
– -$212K -9,700 Closed
KPWS
107
Kestra Private Wealth Services
Texas
– -$204K -9,375 Closed
SOW
108
State of Wyoming
Wyoming
– -$41K -1,883 Closed
CA
109
CoreCap Advisors
Michigan
– -$33K -1,503 Closed
DFCM
110
Dark Forest Capital Management
Puerto Rico
– -$24K -1,095 Closed
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
– -$13K -612 Closed
SFG
112
Steward Financial Group
Texas
– -$1K -52 Closed
DI
113
Disciplined Investments
Oklahoma
– -$22 -1 -4%
C
114
Covestor
United Kingdom
– +$86 +4 +25%
TWA
115
TCI Wealth Advisors
Arizona
– +$151 +7 New
SIC
116
SJS Investment Consulting
Ohio
– +$389 +18 New
1 2 3 4
5

CLBK Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2022, worth a combined $315M — down 6.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CLBK positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.32M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $24.9M sold.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $315M of Columbia Financial stock for Q3 2022, down 6.3% quarter-over-quarter.
  • 12 funds opened new Columbia Financial positions in Q3 2022 and 11 closed out, a net change of +1 holder.
  • The largest Columbia Financial buyer in Q3 2022 was Dimensional Fund Advisors, an estimated $1.32M added.
  • The largest Columbia Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2022.