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Columbia Financial

101 hedge funds and large institutions have $312M invested in Columbia Financial in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

10% more funds holding

Funds holding: 92101 (+9)

0.97% less ownership

Funds ownership: 17.68%16.71% (-0.97%)

9% less capital invested

Capital invested by funds: $342M → $312M (-$30.2M)

61% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 49

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
49
Closed
6
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$71.3M -$9.91M -562,673 -12%
BlackRock
2
BlackRock
New York
$56.1M -$12.2M -694,923 -18%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$21.1M -$1.72M -97,666 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$17.3M -$655K -37,200 -4%
State Street
5
State Street
Massachusetts
$15.8M -$1.49M -84,836 -8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14M -$891K -50,544 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$12.7M +$1.44M +81,709 +12%
AA
8
Ancora Advisors
Ohio
$12.3M -$203K -11,520 -2%
Northern Trust
9
Northern Trust
Illinois
$7.43M -$1.34M -76,052 -15%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$7.15M +$1.29M +73,465 +21%
Millennium Management
11
Millennium Management
New York
$6.71M +$1.91M +108,142 +38%
Norges Bank
12
Norges Bank
Norway
$6.3M +$1.1M +62,200 +20%
Charles Schwab
13
Charles Schwab
California
$5.28M -$251K -14,219 -4%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$3.78M +$371K +21,043 +11%
Wells Fargo
15
Wells Fargo
California
$3.59M -$775K -44,001 -17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.17M -$677K -38,424 -17%
N
17
Nuveen
North Carolina
$3.14M -$583K -33,100 -15%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.71M -$538K -30,547 -16%
Morgan Stanley
19
Morgan Stanley
New York
$2.42M +$1.59M +90,255 +179%
PPA
20
Parametric Portfolio Associates
Washington
$1.93M -$16.7K -947 -0.8%
BCM
21
BHZ Capital Management
California
$1.9M -$38.8K -2,200 -2%
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.9M -$129K -7,300 -6%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.87M +$1.24M +70,368 +184%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.85M +$400K +22,681 +27%
HF
25
HRT Financial
New York
$1.66M +$1.43M +81,323 +534%

CLBK Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2021, worth a combined $312M — down 8.8% from $342M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CLBK positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 49 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.91M. The largest seller was BlackRock, cutting an estimated $12.2M.

  • 101 institutional investors held Columbia Financial (CLBK) as of Q2 2021, up from 92 in Q1 2021.
  • Funds reported $312M of Columbia Financial stock for Q2 2021, down 8.8% quarter-over-quarter.
  • 15 funds opened new Columbia Financial positions in Q2 2021 and 6 closed out, a net change of +9 holders.
  • The largest Columbia Financial buyer in Q2 2021 was Millennium Management, an estimated $1.91M added.
  • The largest Columbia Financial seller in Q2 2021 was BlackRock, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2021.