Columbia Financial
CLBK
94 hedge funds and large institutions have $225M invested in Columbia Financial in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 44 reducing their positions, and 4 closing their positions.
1,224% more call options, than puts
Call options by funds: $225K | Put options by funds: $17K
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
4% more funds holding
Funds holding: 90 → 94 (+4)
0.4% less ownership
Funds ownership: 12.88% → 12.47% (-0.4%)
14% less capital invested
Capital invested by funds: $260M → $225M (-$35.2M)
59% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$629K |
| 3 |
JP Morgan Chase
New York
|
+$257K |
| 4 |
JF
Jump Financial
Chicago,
Illinois
|
+$185K |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.12M |
| 2 |
BlackRock
New York
|
-$1.89M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$750K |
| 4 |
Goldman Sachs
New York
|
-$711K |
| 5 |
Jane Street
New York
|
-$481K |
CLBK Hedge Fund Activity: Q1 2024 in Review
94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q1 2024, worth a combined $225M — down 14% from $260M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CLBK positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 44 trimmed.
The largest buyer was Bank of America, adding an estimated $1.31M. The largest seller was Morgan Stanley, cutting an estimated $3.12M.
- 94 institutional investors held Columbia Financial (CLBK) as of Q1 2024, up from 90 in Q4 2023.
- Funds reported $225M of Columbia Financial stock for Q1 2024, down 14% quarter-over-quarter.
- 8 funds opened new Columbia Financial positions in Q1 2024 and 4 closed out, a net change of +4 holders.
- The largest Columbia Financial buyer in Q1 2024 was Bank of America, an estimated $1.31M added.
- The largest Columbia Financial seller in Q1 2024 was Morgan Stanley, an estimated $3.12M sold.
Based on aggregated 13F filings for Q1 2024.