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Columbia Financial

72 hedge funds and large institutions have $229M invested in Columbia Financial in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more capital invested

Capital invested by funds: $228M → $229M (+$437K)

0% more funds holding

Funds holding: 7272 (0)

0.08% less ownership

Funds ownership: 11.91%11.83% (-0.08%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

78% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $12.2M

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
26
Reduced
11
Closed
13
Calls
$2.65M
Puts
$12.2M
Net Calls
-$9.51M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.2M +$2.43M +145,272 +4%
BlackRock
2
BlackRock
New York
$58.6M +$1.25M +74,895 +2%
State Street
3
State Street
Massachusetts
$13.9M +$600K +35,925 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$9.91M +$690K +41,287 +7%
Northern Trust
5
Northern Trust
Illinois
$9.76M +$745K +44,604 +8%
MFP
6
Michael F. Price
$8.35M
AA
7
Ancora Advisors
Ohio
$7.78M +$1.03M +61,872 +15%
LBS
8
Lawrence B. Seidman
$6.37M
HAI
9
Hennessy Advisors Inc
California
$5.93M +$83.5K +5,000 +1%
Charles Schwab
10
Charles Schwab
California
$4.38M +$269K +16,113 +7%
Morgan Stanley
11
Morgan Stanley
New York
$3.37M -$236K -14,148 -7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.05M +$67.4K +4,034 +2%
Deutsche Bank
13
Deutsche Bank
Germany
$2.12M +$548K +32,820 +35%
RJA
14
Raymond James & Associates
Florida
$1.98M +$1.1M +65,742 +125%
TCIM
15
TIAA CREF Investment Management
New York
$1.67M -$146K -8,735 -8%
MCM
16
Moore Capital Management
New York
$1.67M
TA
17
Teachers Advisors
New York
$1.6M +$69.7K +4,171 +5%
BFM
18
Boothbay Fund Management
New York
$1.34M
SA
19
Strategic Advisors
New York
$1.31M +$186K +11,150 +17%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$1.27M -$451 -27 -0%
SWM
21
SeaCrest Wealth Management
New York
$1.1M
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.07M
Prudential Financial
23
Prudential Financial
New Jersey
$992K +$4.68K +280 +0.5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$968K -$53.4K -3,200 -5%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$922K

CLBK Hedge Fund Activity: Q3 2018 in Review

72 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2018, worth a combined $229M — up 0.19% from $228M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLBK positions and 13 closed out — a net gain of 1 holder — while 26 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.43M. The largest seller was FJ Capital Management, exiting entirely with an estimated $9.67M sold.

  • 72 institutional investors held Columbia Financial (CLBK) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $229M of Columbia Financial stock for Q3 2018, up 0.19% quarter-over-quarter.
  • 14 funds opened new Columbia Financial positions in Q3 2018 and 13 closed out, a net change of +1 holder.
  • The largest Columbia Financial buyer in Q3 2018 was Vanguard Group, an estimated $2.43M added.
  • The largest Columbia Financial seller in Q3 2018 was FJ Capital Management, an estimated $9.67M sold.

Based on aggregated 13F filings for Q3 2018.