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Columbia Financial

92 hedge funds and large institutions have $342M invested in Columbia Financial in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $310M → $342M (+$32.8M)

0% less ownership

Funds ownership: 17.69%17.68% (-0%)

6% less funds holding

Funds holding: 9892 (-6)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

91% less call options, than puts

Call options by funds: $375K | Put options by funds: $3.95M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
29
Reduced
34
Closed
13
Calls
$375K
Puts
$3.95M
Net Calls
-$3.58M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$82.2M +$2.16M +130,151 +3%
BlackRock
2
BlackRock
New York
$69.1M +$5.09M +306,790 +8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$23.1M -$1.59M -95,629 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$18.2M -$2.51M -151,100 -13%
State Street
5
State Street
Massachusetts
$17.5M -$1.32M -79,800 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$15.1M +$866K +52,214 +6%
AA
7
Ancora Advisors
Ohio
$12.7M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$11.5M +$114K +6,891 +1%
Northern Trust
9
Northern Trust
Illinois
$8.87M -$584K -35,227 -6%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$5.97M +$4.9M +295,103 +632%
Charles Schwab
11
Charles Schwab
California
$5.61M +$52.6K +3,172 +1%
Norges Bank
12
Norges Bank
Norway
$5.31M -$2.42M -145,653 -32%
Millennium Management
13
Millennium Management
New York
$4.93M -$193K -11,631 -4%
Wells Fargo
14
Wells Fargo
California
$4.42M +$65.1K +3,921 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.89M +$57.9K +3,491 +2%
N
16
Nuveen
North Carolina
$3.76M -$568K -34,246 -14%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$3.47M -$79.1K -4,765 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$3.28M +$2.38M +143,378 +323%
Skandinaviska Enskilda Banken (SEB)
19
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.12M
RJA
20
Raymond James & Associates
Florida
$2.12M +$125K +7,528 +7%
Swiss National Bank
21
Swiss National Bank
Switzerland
$2.05M
AG
22
AlphaSimPlex Group
Massachusetts
$2.01M -$160K -9,646 -8%
PPA
23
Parametric Portfolio Associates
Washington
$1.98M +$604K +36,407 +47%
BCM
24
BHZ Capital Management
California
$1.97M -$11.2K -675 -0.6%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.75M -$150K -9,064 -8%

CLBK Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2021, worth a combined $342M — up 11% from $310M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CLBK and 9 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 29 added.

The largest buyer was BlackRock, adding an estimated $5.09M. The largest seller was Acadian Asset Management, cutting an estimated $3.16M.

  • 92 institutional investors held Columbia Financial (CLBK) as of Q1 2021, down from 98 in Q4 2020.
  • Funds reported $342M of Columbia Financial stock for Q1 2021, up 11% quarter-over-quarter.
  • 9 funds opened new Columbia Financial positions in Q1 2021 and 13 closed out, a net change of -4 holders.
  • The largest Columbia Financial buyer in Q1 2021 was BlackRock, an estimated $5.09M added.
  • The largest Columbia Financial seller in Q1 2021 was Acadian Asset Management, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2021.