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Columbia Financial

94 hedge funds and large institutions have $272M invested in Columbia Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

15% more funds holding

Funds holding: 8294 (+12)

14% more capital invested

Capital invested by funds: $239M → $272M (+$32.9M)

2.24% more ownership

Funds ownership: 13.07%15.32% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
39
Reduced
16
Closed
9
Calls
$4.21M
Puts
Net Calls
+$4.21M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$62M -$722K -47,003 -1%
BlackRock
2
BlackRock
New York
$57.1M +$2.38M +154,665 +4%
State Street
3
State Street
Massachusetts
$15M +$1.61M +104,715 +12%
AA
4
Ancora Advisors
Ohio
$12.9M +$3.39M +220,718 +60%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$10.9M +$772K +50,205 +7%
Northern Trust
6
Northern Trust
Illinois
$9.24M +$202K +13,143 +2%
LBS
7
Lawrence B. Seidman
$8.2M
MFP
8
Michael F. Price
$7.55M
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$6.39M +$6.51M +423,340 New
Norges Bank
10
Norges Bank
Norway
$5.8M +$1.03M +66,979 +21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.55M +$4.62M +300,830 +97,042%
Charles Schwab
12
Charles Schwab
California
$4.51M +$163K +10,629 +4%
RJA
13
Raymond James & Associates
Florida
$4.11M +$2.31M +150,074 +123%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.46M +$3.05M +198,215 +626%
N
15
Nuveen
North Carolina
$3.19M +$3.25M +211,179 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.18M +$14.1K +916 +0.4%
PAM
17
Panagora Asset Management
Massachusetts
$2.87M +$551K +35,830 +23%
BCM
18
BHZ Capital Management
California
$2.82M +$2.07M +134,750 +259%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$2.79M +$1.54M +100,327 +119%
HAI
20
Hennessy Advisors Inc
California
$2.72M -$538K -35,000 -16%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$2.11M -$67.5K -4,392 -3%
Renaissance Technologies
22
Renaissance Technologies
New York
$2M +$2.04M +132,764 New
Morgan Stanley
23
Morgan Stanley
New York
$1.84M -$159K -10,347 -8%
Goldman Sachs
24
Goldman Sachs
New York
$1.81M +$1.65M +107,610 +868%
Deutsche Bank
25
Deutsche Bank
Germany
$1.75M +$620K +40,335 +53%

CLBK Hedge Fund Activity: Q2 2019 in Review

94 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2019, worth a combined $272M — up 14% from $239M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CLBK positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 16 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $6.51M. The largest seller was SeaCrest Wealth Management, cutting an estimated $1.33M.

  • 94 institutional investors held Columbia Financial (CLBK) as of Q2 2019, up from 82 in Q1 2019.
  • Funds reported $272M of Columbia Financial stock for Q2 2019, up 14% quarter-over-quarter.
  • 23 funds opened new Columbia Financial positions in Q2 2019 and 9 closed out, a net change of +14 holders.
  • The largest Columbia Financial buyer in Q2 2019 was T. Rowe Price Associates, an estimated $6.51M added.
  • The largest Columbia Financial seller in Q2 2019 was SeaCrest Wealth Management, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2019.