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Clearfield
CLFD

138 hedge funds and large institutions have $298M invested in Clearfield in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $1.88M

1.7% more ownership

Funds ownership: 65.43% → 67.12% (+1.7%)

1% more funds holding

Funds holding: 136 → 138 (+2)

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

4% more capital invested

Capital invested by funds: $286M → $298M (+$11.6M)

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
42
Reduced
40
Closed
33
Calls
$15.2M
Puts
$1.88M
Net Calls
+$13.3M
Net Calls Change
+$3.05M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$12.2M
2
AAM
ACK Asset Management
Connecticut
+$11.9M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$8M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.2M
5
SGCIA
Smith Graham & Co Investment Advisors
Texas
+$4.72M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$25.6M
2
NPIC
Neumeier Poma Investment Counsel
California
-$7.28M
3
State Street
State Street
Massachusetts
-$4.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.34M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$2.37M +$2.17M +81,398 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.99M -$902K -33,839 -33%
Citadel Advisors
28
Citadel Advisors
Florida
$1.92M -$1.53M -57,504 -47%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.67M -$139K -5,200 -8%
NIMC
30
Nierenberg Investment Management Company
Washington
$1.62M +$1.15M +43,300 +353%
CSS
31
Cubist Systematic Strategies
Connecticut
$1.56M +$1.23M +46,116 +601%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$293 -11 -0%
RHJA
33
Rice Hall James & Associates
California
$1.48M +$482K +18,064 +55%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.46M -$928K -34,829 -41%
TWG
35
The Wealth Group
Minnesota
$1.36M +$1.25M +47,000 New
JF
36
Jump Financial
Illinois
$1.29M +$1.18M +44,354 New
HSA
37
Hussman Strategic Advisors
Maryland
$1.22M -$960K -36,000 -46%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$1.21M -$17.2K -645 -2%
ECM
39
ExodusPoint Capital Management
New York
$1.15M +$1.05M +39,485 New
UBS Group
40
UBS Group
Switzerland
$1.01M +$181K +6,775 +24%
N
41
Nuveen
North Carolina
$994K +$6.69K +251 +0.7%
SCM
42
Semanteon Capital Management
Massachusetts
$965K +$884K +33,173 New
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$964K +$258K +9,675 +41%
Barclays
44
Barclays
United Kingdom
$934K +$387K +14,500 +82%
TI
45
Trexquant Investment
Connecticut
$807K +$297K +11,137 +67%
Swiss National Bank
46
Swiss National Bank
Switzerland
$788K -$72K -2,700 -9%
CCPM
47
Cooper Creek Partners Management
New York
$773K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$771K -$19.5K -730 -3%
SI
49
Shaker Investments
Ohio
$738K +$677K +25,385 New
HFS
50
Hantz Financial Services
Michigan
$712K -$32.3K -1,212 -5%
1
2
3 4 5

CLFD Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q4 2023, worth a combined $298M — up 4% from $286M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CLFD positions and 33 closed out — a net gain of 2 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Boston Partners, adding an estimated $12.2M. The largest seller was BlackRock, cutting an estimated $25.6M.

  • 138 institutional investors held Clearfield (CLFD) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $298M of Clearfield stock for Q4 2023, up 4% quarter-over-quarter.
  • 35 funds opened new Clearfield positions in Q4 2023 and 33 closed out, a net change of +2 holders.
  • The largest Clearfield buyer in Q4 2023 was Boston Partners, an estimated $12.2M added.
  • The largest Clearfield seller in Q4 2023 was BlackRock, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2023.