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Columbia Financial

98 hedge funds and large institutions have $310M invested in Columbia Financial in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,200% more call options, than puts

Call options by funds: $279K | Put options by funds: $3K

34% more capital invested

Capital invested by funds: $231M → $310M (+$78.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 18.11%17.69% (-0.43%)

9% less funds holding

Funds holding: 10898 (-10)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
98
Holders Change
-10
Holders Change %
-9.26%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
32
Reduced
39
Closed
16
Calls
$279K
Puts
$3K
Net Calls
+$276K
Net Calls Change
-$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$71.1M -$113K -8,178 -0.2%
BlackRock
2
BlackRock
New York
$56.7M -$73.1K -5,283 -0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22M -$1.55M -111,837 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$18.6M -$1.71M -123,700 -9%
State Street
5
State Street
Massachusetts
$16.8M +$47.6K +3,443 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.6M +$146K +10,549 +1%
AA
7
Ancora Advisors
Ohio
$11.3M +$1.25M +90,139 +14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$10.1M +$557K +40,270 +7%
Northern Trust
9
Northern Trust
Illinois
$8.44M -$499K -36,077 -6%
Norges Bank
10
Norges Bank
Norway
$6.99M
LBS
11
Lawrence B. Seidman
$5.94M -$1.11M -80,475 -17%
Charles Schwab
12
Charles Schwab
California
$4.94M -$68.8K -4,974 -2%
Millennium Management
13
Millennium Management
New York
$4.57M +$3.2M +231,280 +372%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$4.39M -$1.93M -139,672 -33%
N
15
Nuveen
North Carolina
$3.88M +$109K +7,895 +3%
Wells Fargo
16
Wells Fargo
California
$3.87M +$323K +23,370 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.41M +$15.2K +1,097 +0.5%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$3.16M +$586K +42,377 +26%
AG
19
AlphaSimPlex Group
Massachusetts
$1.94M +$537K +38,787 +45%
Skandinaviska Enskilda Banken (SEB)
20
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M +$1.1M +79,500 +189%
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.83M
RJA
22
Raymond James & Associates
Florida
$1.77M -$180K -13,035 -10%
BCM
23
BHZ Capital Management
California
$1.76M
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.7M -$29.1K -2,100 -2%
Morgan Stanley
25
Morgan Stanley
New York
$1.33M +$351K +25,396 +42%

CLBK Hedge Fund Activity: Q4 2020 in Review

98 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q4 2020, worth a combined $310M — up 34% from $231M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CLBK and 7 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 32 added.

The largest buyer was Millennium Management, adding an estimated $3.2M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $4.55M sold.

  • 98 institutional investors held Columbia Financial (CLBK) as of Q4 2020, down from 108 in Q3 2020.
  • Funds reported $310M of Columbia Financial stock for Q4 2020, up 34% quarter-over-quarter.
  • 7 funds opened new Columbia Financial positions in Q4 2020 and 16 closed out, a net change of -9 holders.
  • The largest Columbia Financial buyer in Q4 2020 was Millennium Management, an estimated $3.2M added.
  • The largest Columbia Financial seller in Q4 2020 was Jacobs Asset Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2020.