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Columbia Financial

108 hedge funds and large institutions have $231M invested in Columbia Financial in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,418% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $51K

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

14% more funds holding

Funds holding: 95108 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 18.33%18.11% (-0.22%)

22% less capital invested

Capital invested by funds: $294M → $231M (-$63.6M)

34% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 41

Holders
108
Holders Change
+13
Holders Change %
+13.68%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
27
Reduced
41
Closed
8
Calls
$2.3M
Puts
$51K
Net Calls
+$2.25M
Net Calls Change
-$684K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$50.8M -$2.76M -233,306 -5%
BlackRock
2
BlackRock
New York
$40.5M -$239K -20,156 -0.5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$17M +$10.1K +852 +0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$14.6M +$1.43M +120,400 +10%
State Street
5
State Street
Massachusetts
$11.9M -$948K -80,090 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$8.88M +$43.4K +3,664 +0.5%
AA
7
Ancora Advisors
Ohio
$7.05M +$359K +30,369 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.78M +$548K +46,343 +8%
Northern Trust
9
Northern Trust
Illinois
$6.42M -$482K -40,743 -7%
LBS
10
Lawrence B. Seidman
$5.13M
Norges Bank
11
Norges Bank
Norway
$4.99M
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4.68M -$905K -76,442 -15%
JAM
13
Jacobs Asset Management
New York
$4.55M +$4.85M +409,807 New
Charles Schwab
14
Charles Schwab
California
$3.58M -$108K -9,110 -3%
N
15
Nuveen
North Carolina
$2.68M +$137K +11,586 +5%
Wells Fargo
16
Wells Fargo
California
$2.5M +$342K +28,887 +15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.42M -$148K -12,516 -5%
WG
18
Winton Group
United Kingdom
$1.92M -$1.48M -124,761 -42%
Marshall Wace
19
Marshall Wace
United Kingdom
$1.92M +$2.04M +172,506 New
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.78M -$415K -35,053 -18%
RJA
21
Raymond James & Associates
Florida
$1.4M -$1.56M -131,809 -51%
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.3M +$36.7K +3,100 +3%
BCM
23
BHZ Capital Management
California
$1.26M -$11.9K -1,002 -0.9%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.24M +$33.1K +2,800 +3%
Goldman Sachs
25
Goldman Sachs
New York
$1.2M -$933K -78,862 -42%

CLBK Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2020, worth a combined $231M — down 22% from $294M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CLBK positions and 8 closed out — a net gain of 13 holders — while 27 added to existing stakes and 41 trimmed.

The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $4.85M. The largest seller was Royal Bank of Canada, cutting an estimated $3.74M.

  • 108 institutional investors held Columbia Financial (CLBK) as of Q3 2020, up from 95 in Q2 2020.
  • Funds reported $231M of Columbia Financial stock for Q3 2020, down 22% quarter-over-quarter.
  • 21 funds opened new Columbia Financial positions in Q3 2020 and 8 closed out, a net change of +13 holders.
  • The largest Columbia Financial buyer in Q3 2020 was Jacobs Asset Management, an estimated $4.85M added.
  • The largest Columbia Financial seller in Q3 2020 was Royal Bank of Canada, an estimated $3.74M sold.

Based on aggregated 13F filings for Q3 2020.