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Columbia Financial

105 hedge funds and large institutions have $343M invested in Columbia Financial in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 102105 (+3)

1% more capital invested

Capital invested by funds: $338M → $343M (+$4.19M)

0.31% less ownership

Funds ownership: 15.29%14.98% (-0.31%)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
42
Closed
10
Calls
$68K
Puts
Net Calls
+$68K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$78.1M +$225K +10,519 +0.3%
BlackRock
2
BlackRock
New York
$63.7M -$1.54M -72,089 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$26.1M -$145K -6,802 -0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$20.1M -$496K -23,200 -2%
State Street
5
State Street
Massachusetts
$19.3M +$40.2K +1,883 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$18.4M +$511K +23,908 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$17M +$239K +11,210 +1%
AA
8
Ancora Advisors
Ohio
$11.9M -$2.05M -95,790 -15%
Northern Trust
9
Northern Trust
Illinois
$7.85M -$251K -11,769 -3%
Norges Bank
10
Norges Bank
Norway
$7.33M -$828K -38,740 -10%
Charles Schwab
11
Charles Schwab
California
$6.04M +$154K +7,218 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4M +$111K +5,177 +3%
PPA
13
Parametric Portfolio Associates
Washington
$3.82M +$697K +32,613 +23%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$3.71M -$1.56M -72,965 -30%
First Trust Advisors
15
First Trust Advisors
Illinois
$3.67M -$1.17M -54,978 -24%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$3.22M +$1.07M +49,858 +50%
N
17
Nuveen
North Carolina
$3.06M -$322K -15,089 -10%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$2.97M +$992K +46,452 +51%
Invesco
19
Invesco
Georgia
$2.64M +$1.4M +65,377 +114%
Swiss National Bank
20
Swiss National Bank
Switzerland
$2.43M +$156K +7,300 +7%
BCM
21
BHZ Capital Management
California
$2.42M
Wells Fargo
22
Wells Fargo
California
$2.17M +$1.67M +78,390 +346%
Axa
23
Axa
France
$1.56M +$1.55M +72,404 New
Morgan Stanley
24
Morgan Stanley
New York
$1.48M -$399K -18,664 -21%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$96.7K -4,526 -7%

CLBK Hedge Fund Activity: Q1 2022 in Review

105 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2022, worth a combined $343M — up 1.2% from $338M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CLBK positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 42 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.67M. The largest seller was Ancora Advisors, cutting an estimated $2.05M.

  • 105 institutional investors held Columbia Financial (CLBK) as of Q1 2022, up from 102 in Q4 2021.
  • Funds reported $343M of Columbia Financial stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 13 funds opened new Columbia Financial positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest Columbia Financial buyer in Q1 2022 was Wells Fargo, an estimated $1.67M added.
  • The largest Columbia Financial seller in Q1 2022 was Ancora Advisors, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2022.