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Columbia Financial

102 hedge funds and large institutions have $338M invested in Columbia Financial in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

8% more capital invested

Capital invested by funds: $313M → $338M (+$25.6M)

4% more funds holding

Funds holding: 98102 (+4)

0.55% less ownership

Funds ownership: 15.84%15.29% (-0.55%)

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.5M +$1.46M +75,130 +2%
BlackRock
2
BlackRock
New York
$63.2M -$1.04M -53,750 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$25.5M -$15.3K -789 -0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$19.9M -$1.64M -84,700 -8%
State Street
5
State Street
Massachusetts
$18.7M +$345K +17,783 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.4M +$354K +18,225 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.2M -$767K -39,523 -5%
AA
8
Ancora Advisors
Ohio
$13.5M -$1.5M -77,459 -11%
Norges Bank
9
Norges Bank
Norway
$7.92M +$398K +20,526 +6%
Northern Trust
10
Northern Trust
Illinois
$7.86M +$53.5K +2,760 +0.7%
Charles Schwab
11
Charles Schwab
California
$5.71M +$52K +2,683 +1%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$5.12M
First Trust Advisors
13
First Trust Advisors
Illinois
$4.71M +$3.48M +179,521 +389%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.77M -$144K -7,421 -4%
N
15
Nuveen
North Carolina
$3.13M -$208K -10,709 -6%
PPA
16
Parametric Portfolio Associates
Washington
$3.02M +$618K +31,847 +28%
BCM
17
BHZ Capital Management
California
$2.35M
Swiss National Bank
18
Swiss National Bank
Switzerland
$2.21M -$42.7K -2,200 -2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.08M -$5K -258 -0.3%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$1.91M +$1.78M +91,505 New
Morgan Stanley
21
Morgan Stanley
New York
$1.82M -$786K -40,528 -32%
Millennium Management
22
Millennium Management
New York
$1.77M -$3.8M -195,795 -70%
BFM
23
Boothbay Fund Management
New York
$1.75M -$15.5K -799 -0.9%
Principal Financial Group
24
Principal Financial Group
Iowa
$1.37M +$1.28M +65,754 New
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$1.29M +$4.42K +228 +0.4%

CLBK Hedge Fund Activity: Q4 2021 in Review

102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q4 2021, worth a combined $338M — up 8.2% from $313M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CLBK positions and 10 closed out — a net gain of 5 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $3.48M. The largest seller was Millennium Management, cutting an estimated $3.8M.

  • 102 institutional investors held Columbia Financial (CLBK) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $338M of Columbia Financial stock for Q4 2021, up 8.2% quarter-over-quarter.
  • 15 funds opened new Columbia Financial positions in Q4 2021 and 10 closed out, a net change of +5 holders.
  • The largest Columbia Financial buyer in Q4 2021 was First Trust Advisors, an estimated $3.48M added.
  • The largest Columbia Financial seller in Q4 2021 was Millennium Management, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2021.