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Columbia Financial

103 hedge funds and large institutions have $222M invested in Columbia Financial in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $193M → $222M (+$28.7M)

3% more funds holding

Funds holding: 100103 (+3)

0.1% more ownership

Funds ownership: 12.3%12.41% (+0.1%)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

37% less call options, than puts

Call options by funds: $300K | Put options by funds: $473K

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
35
Closed
11
Calls
$300K
Puts
$473K
Net Calls
-$173K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.4M +$621K +36,848 +1%
BlackRock
2
BlackRock
New York
$40.1M +$910K +54,008 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31.3M +$1.09M +64,941 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$21.1M -$1.27M -75,558 -6%
State Street
5
State Street
Massachusetts
$15.1M -$357K -21,158 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.4M -$331K -19,644 -3%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.3M -$207K -12,300 -2%
Northern Trust
8
Northern Trust
Illinois
$4.36M -$75.7K -4,492 -2%
Charles Schwab
9
Charles Schwab
California
$3.89M -$83.2K -4,938 -2%
Morgan Stanley
10
Morgan Stanley
New York
$3.54M +$679K +40,284 +24%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.95M -$422K -25,009 -18%
Goldman Sachs
12
Goldman Sachs
New York
$1.87M +$488K +28,943 +36%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.68M +$503K +29,866 +43%
Norges Bank
14
Norges Bank
Norway
$1.65M -$236K -14,006 -13%
N
15
Nuveen
North Carolina
$1.42M
UBS AM
16
UBS AM
Illinois
$1.23M -$114K -6,777 -9%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.12M -$114K -6,776 -9%
Swiss National Bank
18
Swiss National Bank
Switzerland
$1.06M
American Century Companies
19
American Century Companies
Missouri
$884K +$120K +7,096 +16%
Barclays
20
Barclays
United Kingdom
$844K +$475K +28,147 +132%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$817K +$807K +47,846 New
Jane Street
22
Jane Street
New York
$779K +$207K +12,291 +37%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$757K -$76.6K -4,544 -9%
Invesco
24
Invesco
Georgia
$716K -$5.7K -338 -0.8%
AllianceBernstein
25
AllianceBernstein
Tennessee
$689K -$99.5K -5,900 -13%

CLBK Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia Financial (CLBK) for Q3 2024, worth a combined $222M — up 15% from $193M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLBK positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.09M. The largest seller was Edgestream Partners, exiting entirely with an estimated $1.66M sold.

  • 103 institutional investors held Columbia Financial (CLBK) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $222M of Columbia Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 14 funds opened new Columbia Financial positions in Q3 2024 and 11 closed out, a net change of +3 holders.
  • The largest Columbia Financial buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $1.09M added.
  • The largest Columbia Financial seller in Q3 2024 was Edgestream Partners, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2024.