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Columbia Financial

98 hedge funds and large institutions have $313M invested in Columbia Financial in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $312M → $313M (+$593K)

0.88% less ownership

Funds ownership: 16.71%15.84% (-0.88%)

3% less funds holding

Funds holding: 10198 (-3)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less call options, than puts

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

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
33
Reduced
41
Closed
7
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.6M -$10.6M -592,944 -14%
BlackRock
2
BlackRock
New York
$57.1M -$3.08M -172,358 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.6M -$25.3K -1,416 -0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$19.2M +$648K +36,200 +4%
State Street
5
State Street
Massachusetts
$16.2M -$681K -38,041 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$15.1M +$96K +5,366 +0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$15.1M +$1.34M +74,641 +10%
AA
8
Ancora Advisors
Ohio
$13.4M +$196K +10,950 +2%
Northern Trust
9
Northern Trust
Illinois
$6.92M -$1.03M -57,454 -13%
Norges Bank
10
Norges Bank
Norway
$6.64M -$119K -6,646 -2%
Millennium Management
11
Millennium Management
New York
$5.19M -$1.95M -109,260 -28%
Charles Schwab
12
Charles Schwab
California
$5.01M -$639K -35,725 -12%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$4.54M +$470K +26,275 +12%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.99M -$3.57M -199,667 -48%
Wells Fargo
15
Wells Fargo
California
$3.65M -$204K -11,408 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.48M +$69.1K +3,864 +2%
N
17
Nuveen
North Carolina
$2.97M -$289K -16,147 -9%
Morgan Stanley
18
Morgan Stanley
New York
$2.37M -$231K -12,920 -9%
Goldman Sachs
19
Goldman Sachs
New York
$2.13M +$828K +46,281 +67%
PPA
20
Parametric Portfolio Associates
Washington
$2.09M +$14.5K +812 +0.7%
BCM
21
BHZ Capital Management
California
$2.08M +$35.5K +1,985 +2%
Marshall Wace
22
Marshall Wace
United Kingdom
$2.07M +$1.1M +61,730 +123%
Swiss National Bank
23
Swiss National Bank
Switzerland
$2M -$37.6K -2,100 -2%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.85M -$150K -8,397 -8%
ECM
25
ExodusPoint Capital Management
New York
$1.64M +$64.6K +3,609 +4%

CLBK Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2021, worth a combined $313M — up 0.19% from $312M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CLBK and 5 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.34M. The largest seller was Vanguard Group, cutting an estimated $10.6M.

  • 98 institutional investors held Columbia Financial (CLBK) as of Q3 2021, down from 101 in Q2 2021.
  • Funds reported $313M of Columbia Financial stock for Q3 2021, up 0.19% quarter-over-quarter.
  • 5 funds opened new Columbia Financial positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Columbia Financial buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $1.34M added.
  • The largest Columbia Financial seller in Q3 2021 was Vanguard Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.