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Columbia Financial
CLBK

103 hedge funds and large institutions have $299M invested in Columbia Financial in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

591% more call options, than puts

Call options by funds: $746K | Put options by funds: $108K

0.04% more ownership

Funds ownership: 13.55% → 13.59% (+0.04%)

4% less funds holding

Funds holding: 107 → 103 (-4)

5% less capital invested

Capital invested by funds: $315M → $299M (-$16.3M)

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
40
Closed
12
Calls
$746K
Puts
$108K
Net Calls
+$638K
Net Calls Change
+$420K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.71M
2
AWS
Atria Wealth Solutions
New York
+$1.01M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$516K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$506K
5
State Street
State Street
Massachusetts
+$422K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$1.66M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.42M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$904K
4
Millennium Management
Millennium Management
New York
-$741K
5
AG
Algert Global
California
-$715K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
101
Disciplined Investments
Oklahoma
$432 -$64 -3 -13%
TWA
102
TCI Wealth Advisors
Arizona
$151 – – –
AG
103
Algert Global
California
– -$715K -33,835 Closed
SGI
104
Summit Global Investments
Utah
– -$682K -32,300 Closed
HF
105
HRT Financial
New York
– -$484K -22,910 Closed
Jane Street
106
Jane Street
New York
– -$384K -18,154 Closed
Principal Financial Group
107
Principal Financial Group
Iowa
– -$264K -12,487 Closed
RJA
108
Raymond James & Associates
Florida
– -$239K -11,312 Closed
E
109
Ergoteles
New York
– -$235K -11,115 Closed
GTCM
110
Gyon Technologies Capital Management
New Jersey
– -$223K -10,569 Closed
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
– -$201K -9,493 Closed
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
– -$64K -3,020 Closed
ACM
113
Aquatic Capital Management
Illinois
– -$30K -1,400 Closed
Simplex Trading
114
Simplex Trading
Illinois
– -$14K -700 Closed
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
– +$494 +23 New
1 2 3 4
5

CLBK Hedge Fund Activity: Q4 2022 in Review

103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q4 2022, worth a combined $299M — down 5.2% from $315M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CLBK and 8 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 32 added.

The largest buyer was BlackRock, adding an estimated $2.71M. The largest seller was Ancora Advisors, cutting an estimated $1.66M.

  • 103 institutional investors held Columbia Financial (CLBK) as of Q4 2022, down from 107 in Q3 2022.
  • Funds reported $299M of Columbia Financial stock for Q4 2022, down 5.2% quarter-over-quarter.
  • 8 funds opened new Columbia Financial positions in Q4 2022 and 12 closed out, a net change of -4 holders.
  • The largest Columbia Financial buyer in Q4 2022 was BlackRock, an estimated $2.71M added.
  • The largest Columbia Financial seller in Q4 2022 was Ancora Advisors, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2022.