Columbia Financial
CLBK
101 hedge funds and large institutions have $271M invested in Columbia Financial in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.
0.17% more ownership
Funds ownership: 13.59% → 13.76% (+0.17%)
2% less funds holding
Funds holding: 103 → 101 (-2)
9% less capital invested
Capital invested by funds: $299M → $271M (-$27.8M)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
18% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 39
35% less call options, than puts
Call options by funds: $241K | Put options by funds: $371K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.31M |
| 2 |
State Street
Boston,
Massachusetts
|
+$4.13M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.25M |
| 4 |
BlackRock
New York
|
+$1.22M |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$5.43M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$2.02M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.88M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.42M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.19M | -54,661 | Closed |
|
102
Axa
Paris,
France
| – | -$782K | -36,153 | Closed |
|
103
Millennium Management
New York
| – | -$560K | -25,889 | Closed |
|
|
OAM
104
Oppenheimer Asset Management
New York
| – | -$220K | -10,189 | Closed |
|
|
KPWS
105
Kestra Private Wealth Services
Austin,
Texas
| – | -$203K | -9,375 | Closed |
|
106
SG Americas Securities
New York
| – | -$195K | -9,019 | Closed |
|
|
BCM
107
Bourgeon Capital Management
Darien,
Connecticut
| – | -$930 | -43 | Closed |
|
|
AF
108
Advisornet Financial
Minnetonka,
Minnesota
| – | -$476 | -22 | Closed |
|
|
C
109
Covestor
London,
United Kingdom
| – | -$41 | -2 | -8% |
|
CLBK Hedge Fund Activity: Q1 2023 in Review
101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2023, worth a combined $271M — down 9.3% from $299M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CLBK and 8 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 32 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $4.31M. The largest seller was Ancora Advisors, cutting an estimated $5.43M.
- 101 institutional investors held Columbia Financial (CLBK) as of Q1 2023, down from 103 in Q4 2022.
- Funds reported $271M of Columbia Financial stock for Q1 2023, down 9.3% quarter-over-quarter.
- 8 funds opened new Columbia Financial positions in Q1 2023 and 9 closed out, a net change of -1 holder.
- The largest Columbia Financial buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $4.31M added.
- The largest Columbia Financial seller in Q1 2023 was Ancora Advisors, an estimated $5.43M sold.
Based on aggregated 13F filings for Q1 2023.