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Columbia Financial

94 hedge funds and large institutions have $242M invested in Columbia Financial in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 13.76%13.24% (-0.52%)

7% less funds holding

Funds holding: 10194 (-7)

11% less capital invested

Capital invested by funds: $271M → $242M (-$28.8M)

32% less call options, than puts

Call options by funds: $458K | Put options by funds: $678K

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
43
Closed
16
Calls
$458K
Puts
$678K
Net Calls
-$220K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$48.8M -$14.8M -851,626 -23%
BlackRock
2
BlackRock
New York
$42.5M -$5.58M -321,935 -12%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$26.8M +$7.17M +413,889 +36%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.4M +$3.35M +193,089 +15%
State Street
5
State Street
Massachusetts
$18.6M +$164K +9,448 +0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$13.1M -$615K -35,500 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.3M -$789K -45,542 -6%
Northern Trust
8
Northern Trust
Illinois
$4.76M -$393K -22,658 -8%
Norges Bank
9
Norges Bank
Norway
$4.33M +$1.73K +100 +0%
Charles Schwab
10
Charles Schwab
California
$4.08M -$157K -9,056 -4%
Morgan Stanley
11
Morgan Stanley
New York
$3.34M -$1.28M -74,137 -28%
Goldman Sachs
12
Goldman Sachs
New York
$2.54M +$923K +53,275 +57%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.47M -$508K -29,331 -17%
Citadel Advisors
14
Citadel Advisors
Florida
$2.17M +$1.56M +89,765 +253%
N
15
Nuveen
North Carolina
$1.6M -$31K -1,791 -2%
Wells Fargo
16
Wells Fargo
California
$1.45M +$71.1K +4,100 +5%
Jane Street
17
Jane Street
New York
$1.38M +$1.38M +79,569 New
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$1.32M -$617K -35,576 -32%
Swiss National Bank
19
Swiss National Bank
Switzerland
$1.22M -$210K -12,100 -15%
UBS AM
20
UBS AM
Illinois
$1.05M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1M -$313K -18,041 -24%
HF
22
HRT Financial
New York
$991K +$994K +57,335 New
Millennium Management
23
Millennium Management
New York
$985K +$988K +56,988 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$878K -$15K -868 -2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$875K -$138K -7,935 -14%

CLBK Hedge Fund Activity: Q2 2023 in Review

94 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2023, worth a combined $242M — down 11% from $271M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CLBK and 9 opened new positions — a net loss of 7 holders — while 43 trimmed existing stakes and 26 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $7.17M. The largest seller was Vanguard Group, cutting an estimated $14.8M.

  • 94 institutional investors held Columbia Financial (CLBK) as of Q2 2023, down from 101 in Q1 2023.
  • Funds reported $242M of Columbia Financial stock for Q2 2023, down 11% quarter-over-quarter.
  • 9 funds opened new Columbia Financial positions in Q2 2023 and 16 closed out, a net change of -7 holders.
  • The largest Columbia Financial buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $7.17M added.
  • The largest Columbia Financial seller in Q2 2023 was Vanguard Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2023.