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Columbia Financial
CLBK

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: 100 → 103 (+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

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.09M
2
BlackRock
BlackRock
New York
+$910K
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$807K
4
Morgan Stanley
Morgan Stanley
New York
+$679K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$621K

Top Sellers

Rank Fund Capital Flow
1
EP
Edgestream Partners
New Jersey
-$1.66M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$1.27M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$422K
4
State Street
State Street
Massachusetts
-$357K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
101
Farther Finance Advisors
California
$85 +$84 +5 New
EP
102
Edgestream Partners
New Jersey
– -$1.66M -110,818 Closed
Walleye Capital
103
Walleye Capital
New York
– -$174K -11,612 Closed
Verition Fund Management
104
Verition Fund Management
Connecticut
– -$172K -11,490 Closed
HighTower Advisors
105
HighTower Advisors
Illinois
– -$158K -10,546 Closed
MWM
106
Modera Wealth Management
New Jersey
– -$150K -10,012 Closed
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
– -$101K -6,720 Closed
WIA
108
Wetzel Investment Advisors
Indiana
– -$2.84K -165 Closed
Macquarie Group
109
Macquarie Group
Australia
– -$1.2K -80 Closed
CAM
110
Creekmur Asset Management
Illinois
– -$1K -67 Closed
QL
111
Quarry LP
New York
– -$943 -63 Closed
RIL
112
Rothschild Investment LLC
Illinois
– -$150 -10 Closed
C
113
Covestor
United Kingdom
– -$17 -1 -14%
HWM
114
Hemington Wealth Management
Virginia
– +$624 +37 New
1 2 3 4
5

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.