Columbia Financial
CLBK
101 hedge funds and large institutions have $272M invested in Columbia Financial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 9 closing their positions.
1.14% more ownership
Funds ownership: 12.62% → 13.76% (+1.1%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less funds holding
Funds holding: 102 → 101 (-1)
9% less capital invested
Capital invested by funds: $299M → $272M (-$27.4M)
21% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 39
35% less call options, than puts
Call options by funds: $241K | Put options by funds: $371K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$4.13M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.25M |
| 3 |
BlackRock
New York
|
+$1.22M |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
+$1.21M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$5.43M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$2.02M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.88M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.42M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.19M |
CLBK Hedge Fund Activity: Q1 2023 in Review
101 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2023, worth a combined $272M — down 9.2% from $299M a quarter earlier.
Fund positioning in CLBK was balanced in Q1 2023: 9 funds opened new positions, 9 closed out, 31 added to existing stakes and 39 trimmed.
The largest buyer was State Street, adding an estimated $4.13M. The largest seller was Ancora Advisors, cutting an estimated $5.43M.
- 101 institutional investors held Columbia Financial (CLBK) as of Q1 2023, down from 102 in Q4 2022.
- Funds reported $272M of Columbia Financial stock for Q1 2023, down 9.2% quarter-over-quarter.
- 9 funds opened new Columbia Financial positions in Q1 2023 and 9 closed out, a net change of 0 holders.
- The largest Columbia Financial buyer in Q1 2023 was State Street, an estimated $4.13M added.
- The largest Columbia Financial seller in Q1 2023 was Ancora Advisors, an estimated $5.43M sold.
Based on aggregated 13F filings for Q1 2023.