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Columbia Financial

100 hedge funds and large institutions have $193M invested in Columbia Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

6% more funds holding

Funds holding: 94100 (+6)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.17% less ownership

Funds ownership: 12.47%12.3% (-0.17%)

14% less capital invested

Capital invested by funds: $225M → $193M (-$32.2M)

51% less call options, than puts

Call options by funds: $132K | Put options by funds: $269K

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
30
Reduced
30
Closed
16
Calls
$132K
Puts
$269K
Net Calls
-$137K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$40.1M -$975K -62,863 -2%
BlackRock
2
BlackRock
New York
$34.4M +$140K +9,034 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.4M +$726K +46,813 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$19.6M -$3.1M -200,274 -13%
State Street
5
State Street
Massachusetts
$13.6M -$54K -3,485 -0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.2M +$197K +12,733 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.1M -$247K -15,900 -2%
Northern Trust
8
Northern Trust
Illinois
$3.89M -$129K -8,336 -3%
Charles Schwab
9
Charles Schwab
California
$3.48M +$10.1K +654 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$2.5M +$314K +20,268 +14%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.08M +$132K +8,521 +7%
Norges Bank
12
Norges Bank
Norway
$1.66M -$910K -58,701 -35%
EP
13
Edgestream Partners
New Jersey
$1.66M +$1.72M +110,818 New
N
14
Nuveen
North Carolina
$1.25M
Goldman Sachs
15
Goldman Sachs
New York
$1.21M +$82.8K +5,343 +7%
UBS AM
16
UBS AM
Illinois
$1.18M +$231K +14,894 +23%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.08M +$400K +25,828 +55%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.03M -$179K -11,566 -14%
Swiss National Bank
19
Swiss National Bank
Switzerland
$932K
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$732K -$13.4K -865 -2%
AllianceBernstein
21
AllianceBernstein
Tennessee
$692K +$29.5K +1,900 +4%
American Century Companies
22
American Century Companies
Missouri
$669K +$79.8K +5,150 +13%
Invesco
23
Invesco
Georgia
$633K -$15.4K -995 -2%
Bank of America
24
Bank of America
North Carolina
$615K -$659K -42,532 -51%
Legal & General Group
25
Legal & General Group
United Kingdom
$521K -$1.8K -116 -0.3%

CLBK Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q2 2024, worth a combined $193M — down 14% from $225M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CLBK positions and 16 closed out — a net gain of 7 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was Edgestream Partners, opening a new position worth an estimated $1.72M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $3.1M.

  • 100 institutional investors held Columbia Financial (CLBK) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $193M of Columbia Financial stock for Q2 2024, down 14% quarter-over-quarter.
  • 23 funds opened new Columbia Financial positions in Q2 2024 and 16 closed out, a net change of +7 holders.
  • The largest Columbia Financial buyer in Q2 2024 was Edgestream Partners, an estimated $1.72M added.
  • The largest Columbia Financial seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.