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Columbia Financial

107 hedge funds and large institutions have $337M invested in Columbia Financial in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

2% more funds holding

Funds holding: 105107 (+2)

2% less capital invested

Capital invested by funds: $343M → $337M (-$6.01M)

1.17% less ownership

Funds ownership: 14.98%13.81% (-1.2%)

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 56

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
56
Closed
8
Calls
$486K
Puts
Net Calls
+$486K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$81.1M +$1.86M +89,089 +2%
BlackRock
2
BlackRock
New York
$59.7M -$4.62M -221,373 -7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.9M -$1.51M -72,392 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.3M +$2.54M +121,911 +14%
Renaissance Technologies
5
Renaissance Technologies
New York
$20.9M +$530K +25,400 +3%
State Street
6
State Street
Massachusetts
$18.7M -$830K -39,796 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.6M -$631K -30,261 -4%
AA
8
Ancora Advisors
Ohio
$10.9M -$1.11M -53,117 -10%
Northern Trust
9
Northern Trust
Illinois
$7.06M -$862K -41,322 -11%
Morgan Stanley
10
Morgan Stanley
New York
$6.2M +$4.5M +215,689 +314%
Charles Schwab
11
Charles Schwab
California
$5.94M -$177K -8,503 -3%
Norges Bank
12
Norges Bank
Norway
$5.73M -$1.63M -78,316 -23%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$4.19M +$1.13M +54,325 +39%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$3.98M +$204K +9,766 +6%
First Trust Advisors
15
First Trust Advisors
Illinois
$3.83M +$107K +5,130 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.54M -$492K -23,568 -13%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.5M +$222K +10,662 +7%
Invesco
18
Invesco
Georgia
$2.68M +$3.63K +174 +0.1%
N
19
Nuveen
North Carolina
$2.53M -$502K -24,043 -17%
Swiss National Bank
20
Swiss National Bank
Switzerland
$1.92M -$522K -25,000 -22%
Wells Fargo
21
Wells Fargo
California
$1.69M -$491K -23,514 -23%
Citadel Advisors
22
Citadel Advisors
Florida
$1.57M +$1.11M +52,985 +276%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.14M +$178K +8,540 +19%
Millennium Management
24
Millennium Management
New York
$1.07M +$526K +25,205 +106%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.05M -$81K -3,880 -7%

CLBK Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2022, worth a combined $337M — down 1.8% from $343M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLBK positions and 8 closed out — a net gain of 6 holders — while 22 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.5M. The largest seller was BlackRock, cutting an estimated $4.62M.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q2 2022, up from 105 in Q1 2022.
  • Funds reported $337M of Columbia Financial stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 14 funds opened new Columbia Financial positions in Q2 2022 and 8 closed out, a net change of +6 holders.
  • The largest Columbia Financial buyer in Q2 2022 was Morgan Stanley, an estimated $4.5M added.
  • The largest Columbia Financial seller in Q2 2022 was BlackRock, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.