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Columbia Financial

107 hedge funds and large institutions have $315M invested in Columbia Financial in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 107107 (0)

0.26% less ownership

Funds ownership: 13.81%13.55% (-0.26%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

6% less capital invested

Capital invested by funds: $337M → $315M (-$21.3M)

Holders
107
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
36
Reduced
39
Closed
11
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
-$268K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$76.8M -$1.83M -84,541 -2%
BlackRock
2
BlackRock
New York
$54.8M -$3.13M -144,726 -5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$24.1M +$24.6M +1,138,214 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22M +$1.32M +61,010 +6%
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M -$1.93M -89,500 -9%
State Street
6
State Street
Massachusetts
$17.8M -$354K -16,373 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.8M -$1.29M -59,648 -8%
AA
8
Ancora Advisors
Ohio
$7.47M -$3.12M -144,561 -29%
Northern Trust
9
Northern Trust
Illinois
$6.43M -$418K -19,343 -6%
Morgan Stanley
10
Morgan Stanley
New York
$5.68M -$334K -15,464 -5%
Norges Bank
11
Norges Bank
Norway
$5.55M
Charles Schwab
12
Charles Schwab
California
$5.14M -$620K -28,707 -11%
First Trust Advisors
13
First Trust Advisors
Illinois
$3.86M +$150K +6,953 +4%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$3.59M -$268K -12,403 -7%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$3.56M -$517K -23,947 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.54M +$109K +5,038 +3%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.33M -$65.2K -3,021 -2%
Invesco
18
Invesco
Georgia
$2.59M -$9.48K -439 -0.4%
N
19
Nuveen
North Carolina
$2.37M -$89.4K -4,140 -4%
Swiss National Bank
20
Swiss National Bank
Switzerland
$1.97M +$106K +4,900 +6%
Wells Fargo
21
Wells Fargo
California
$1.63M -$8.72K -404 -0.5%
Goldman Sachs
22
Goldman Sachs
New York
$1.28M +$469K +21,725 +56%
Millennium Management
23
Millennium Management
New York
$1.28M +$246K +11,413 +23%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.07M +$60.7K +2,812 +6%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.06M -$52K -2,408 -5%

CLBK Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2022, worth a combined $315M — down 6.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CLBK positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.32M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $24.9M sold.

  • 107 institutional investors held Columbia Financial (CLBK) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $315M of Columbia Financial stock for Q3 2022, down 6.3% quarter-over-quarter.
  • 12 funds opened new Columbia Financial positions in Q3 2022 and 11 closed out, a net change of +1 holder.
  • The largest Columbia Financial buyer in Q3 2022 was Dimensional Fund Advisors, an estimated $1.32M added.
  • The largest Columbia Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2022.