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Clearfield

69 hedge funds and large institutions have $123M invested in Clearfield in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

38% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $1.57M

32% more capital invested

Capital invested by funds: $93.4M → $123M (+$29.5M)

17% more funds holding

Funds holding: 5969 (+10)

2.56% more ownership

Funds ownership: 33.89%36.46% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
22
Closed
4
Calls
$2.17M
Puts
$1.57M
Net Calls
+$593K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$684K +$297K +12,680 +85%
AQR Capital Management
27
AQR Capital Management
Connecticut
$676K +$640K +27,331 New
Morgan Stanley
28
Morgan Stanley
New York
$656K +$303K +12,965 +95%
SO
29
STRS Ohio
Ohio
$650K +$218K +9,300 +55%
Charles Schwab
30
Charles Schwab
California
$648K +$913 +39 +0.1%
EWM
31
Evercore Wealth Management
New York
$603K -$571K -24,400 -50%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$561K -$11.7K -500 -2%
OAM
33
Oberweis Asset Management
Illinois
$534K
Simplex Trading
34
Simplex Trading
Illinois
$426K -$102K -4,375 -20%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$416K -$17.2K -735 -4%
Goldman Sachs
36
Goldman Sachs
New York
$414K +$2.79K +119 +0.7%
ATFA
37
All Terrain Financial Advisors
Minnesota
$413K -$138K -5,900 -26%
LPL Financial
38
LPL Financial
California
$382K -$84.6K -3,616 -19%
Barclays
39
Barclays
United Kingdom
$381K -$106K -4,529 -23%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$347K +$19.2K +820 +6%
QC
41
Quadrature Capital
United Kingdom
$337K +$319K +13,643 New
BA
42
Bard Associates
Illinois
$285K -$3.51K -150 -1%
Squarepoint
43
Squarepoint
New York
$272K +$257K +10,996 New
EGM
44
Engineers Gate Manager
New York
$269K +$255K +10,888 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$255K
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$245K +$232K +9,900 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$231K -$121K -5,179 -36%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$228K +$108K +4,628 +100%
Citigroup
49
Citigroup
New York
$225K +$200K +8,556 +1,593%
Deutsche Bank
50
Deutsche Bank
Germany
$207K +$54.8K +2,343 +39%

CLFD Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q4 2020, worth a combined $123M — up 32% from $93.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLFD positions and 4 closed out — a net gain of 10 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $8.28M. The largest seller was Vanguard Group, cutting an estimated $7.52M.

  • 69 institutional investors held Clearfield (CLFD) as of Q4 2020, up from 59 in Q3 2020.
  • Funds reported $123M of Clearfield stock for Q4 2020, up 32% quarter-over-quarter.
  • 14 funds opened new Clearfield positions in Q4 2020 and 4 closed out, a net change of +10 holders.
  • The largest Clearfield buyer in Q4 2020 was G2 Investment Partners Management, an estimated $8.28M added.
  • The largest Clearfield seller in Q4 2020 was Vanguard Group, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2020.