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Columbia Financial

95 hedge funds and large institutions have $294M invested in Columbia Financial in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,192% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $92K

1% more funds holding

Funds holding: 9495 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 18.65%18.33% (-0.32%)

2% less capital invested

Capital invested by funds: $302M → $294M (-$7.38M)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
30
Reduced
33
Closed
15
Calls
$3.03M
Puts
$92K
Net Calls
+$2.94M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.1M +$5.3M +379,721 +9%
BlackRock
2
BlackRock
New York
$51.2M -$3.18M -227,564 -6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$21.3M +$6.38K +457 +0%
Renaissance Technologies
4
Renaissance Technologies
New York
$16.7M +$2.57M +184,100 +18%
State Street
5
State Street
Massachusetts
$16.1M -$129K -9,258 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.1M +$6.1K +437 +0.1%
Northern Trust
7
Northern Trust
Illinois
$8.64M -$220K -15,721 -2%
AA
8
Ancora Advisors
Ohio
$8.43M -$75.2K -5,380 -0.9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.87M +$1.6M +114,713 +26%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$6.95M -$417K -29,834 -6%
LBS
11
Lawrence B. Seidman
$6.45M -$1.12M -80,375 -15%
Norges Bank
12
Norges Bank
Norway
$6.27M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.96M -$2.67M -191,342 -35%
Charles Schwab
14
Charles Schwab
California
$4.63M +$211K +15,103 +5%
WG
15
Winton Group
United Kingdom
$4.16M +$1.1M +78,461 +36%
RJA
16
Raymond James & Associates
Florida
$3.6M +$143K +10,270 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.22M -$241K -17,218 -7%
N
18
Nuveen
North Carolina
$3.21M -$461K -32,984 -13%
Wells Fargo
19
Wells Fargo
California
$2.74M +$1.05M +75,037 +62%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.72M -$6.86K -491 -0.3%
Goldman Sachs
21
Goldman Sachs
New York
$2.6M +$1.62M +116,142 +165%
MAM
22
Martingale Asset Management
Massachusetts
$2.17M +$2.17M +155,600 New
First Trust Advisors
23
First Trust Advisors
Illinois
$2.02M +$116K +8,290 +6%
BCM
24
BHZ Capital Management
California
$1.6M -$808K -57,867 -34%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.59M +$46.1K +3,300 +3%

CLBK Hedge Fund Activity: Q2 2020 in Review

95 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2020, worth a combined $294M — down 2.4% from $302M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CLBK positions and 15 closed out — a net gain of 1 holder — while 30 added to existing stakes and 33 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.3M. The largest seller was Michael F. Price, exiting entirely with an estimated $5.24M sold.

  • 95 institutional investors held Columbia Financial (CLBK) as of Q2 2020, up from 94 in Q1 2020.
  • Funds reported $294M of Columbia Financial stock for Q2 2020, down 2.4% quarter-over-quarter.
  • 16 funds opened new Columbia Financial positions in Q2 2020 and 15 closed out, a net change of +1 holder.
  • The largest Columbia Financial buyer in Q2 2020 was Vanguard Group, an estimated $5.3M added.
  • The largest Columbia Financial seller in Q2 2020 was Michael F. Price, an estimated $5.24M sold.

Based on aggregated 13F filings for Q2 2020.