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Columbia Financial

90 hedge funds and large institutions have $260M invested in Columbia Financial in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $670K | Put options by funds: $129K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $208M → $260M (+$52.3M)

3% more funds holding

Funds holding: 8790 (+3)

0.3% more ownership

Funds ownership: 12.58%12.88% (+0.3%)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
33
Reduced
33
Closed
4
Calls
$670K
Puts
$129K
Net Calls
+$541K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$52.9M +$41.8K +2,440 +0.1%
BlackRock
2
BlackRock
New York
$46.2M +$1.5M +87,611 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.5M +$962K +56,155 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$29.9M +$21.1K +1,230 +0.1%
State Street
5
State Street
Massachusetts
$17.7M -$666K -38,872 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.1M +$299K +17,440 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$13.5M -$324K -18,900 -3%
Morgan Stanley
8
Morgan Stanley
New York
$6.27M +$3.21M +187,554 +136%
Northern Trust
9
Northern Trust
Illinois
$5.32M +$105K +6,132 +2%
Charles Schwab
10
Charles Schwab
California
$4.42M +$47.8K +2,789 +1%
Norges Bank
11
Norges Bank
Norway
$3.67M -$356K -20,784 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.7M -$60.5K -3,530 -2%
Goldman Sachs
13
Goldman Sachs
New York
$2.23M +$181K +10,583 +10%
N
14
Nuveen
North Carolina
$1.71M +$16.2K +943 +1%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.65M +$846K +49,373 +137%
Wells Fargo
16
Wells Fargo
California
$1.31M -$195K -11,374 -14%
UBS AM
17
UBS AM
Illinois
$1.24M +$62.2K +3,630 +6%
Swiss National Bank
18
Swiss National Bank
Switzerland
$1.2M -$142K -8,300 -12%
Barclays
19
Barclays
United Kingdom
$1.14M +$332K +19,385 +49%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$948K -$8.07K -471 -0.9%
AllianceBernstein
21
AllianceBernstein
Tennessee
$934K +$46.3K +2,700 +6%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$898K -$5.14K -300 -0.6%
JP Morgan Chase
23
JP Morgan Chase
New York
$856K +$141K +8,202 +23%
DFG
24
Delta Financial Group
New Jersey
$818K -$257K -15,000 -26%
Invesco
25
Invesco
Georgia
$729K +$16.7K +973 +3%

CLBK Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q4 2023, worth a combined $260M — up 25% from $208M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CLBK positions and 4 closed out — a net gain of 4 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.21M. The largest seller was Citadel Advisors, cutting an estimated $1.13M.

  • 90 institutional investors held Columbia Financial (CLBK) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $260M of Columbia Financial stock for Q4 2023, up 25% quarter-over-quarter.
  • 8 funds opened new Columbia Financial positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest Columbia Financial buyer in Q4 2023 was Morgan Stanley, an estimated $3.21M added.
  • The largest Columbia Financial seller in Q4 2023 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2023.