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Clearfield
CLFD

139 hedge funds and large institutions have $294M invested in Clearfield in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $5.86M

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

1% more funds holding

Funds holding: 138 → 139 (+1)

1% less capital invested

Capital invested by funds: $298M → $294M (-$3.9M)

2.43% less ownership

Funds ownership: 67.12% → 64.69% (-2.4%)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
46
Reduced
44
Closed
24
Calls
$14.7M
Puts
$5.86M
Net Calls
+$8.88M
Net Calls Change
-$4.41M

Top Buyers

Rank Fund Capital Flow
1
NM
Newtyn Management
New York
+$11.5M
2
SBH
Segall Bryant & Hamill
Illinois
+$6.47M
3
AAM
ACK Asset Management
Connecticut
+$6.22M
4
DIA
Dana Investment Advisors
Wisconsin
+$4.63M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$34.7M
2
DSCM
Divisadero Street Capital Management
Florida
-$7.05M
3
Morgan Stanley
Morgan Stanley
New York
-$5.23M
4
Goldman Sachs
Goldman Sachs
New York
-$3.28M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.51M -$5.23M -182,641 -69%
Goldman Sachs
27
Goldman Sachs
New York
$2.49M -$3.28M -114,312 -59%
LCM
28
Lakewood Capital Management
New York
$2.16M +$2.01M +70,000 New
UBS Group
29
UBS Group
Switzerland
$1.92M +$792K +27,655 +80%
NIMC
30
Nierenberg Investment Management Company
Washington
$1.77M +$56K +1,955 +4%
TWG
31
The Wealth Group
Minnesota
$1.74M – – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.69M -$398K -13,876 -20%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.65M -$659 -23 -0%
RHJA
34
Rice Hall James & Associates
California
$1.57M -$1.6K -56 -0.1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.51M -$240K -8,374 -15%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.5M -$42.3K -1,475 -3%
PAIM
37
Punch & Associates Investment Management
Minnesota
$1.36M +$1.26M +44,000 New
Jane Street
38
Jane Street
New York
$1.34M -$1.6M -55,701 -56%
Barclays
39
Barclays
United Kingdom
$1.25M +$238K +8,318 +26%
2C
40
272 Capital
Texas
$1.2M +$1.12M +38,996 New
ECM
41
ExodusPoint Capital Management
New York
$1.13M -$78.5K -2,740 -7%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.11M +$487K +17,009 +90%
N
43
Nuveen
North Carolina
$1.05M – – –
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$1.05M +$22.3K +777 +2%
SCM
45
Semanteon Capital Management
Massachusetts
$1.02M -$229 -8 -0%
Bank of America
46
Bank of America
North Carolina
$893K +$569K +19,847 +218%
Ameriprise
47
Ameriprise
Minnesota
$840K +$781K +27,246 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$836K – – –
CCPM
49
Cooper Creek Partners Management
New York
$819K -$143 -5 -0%
SI
50
Shaker Investments
Ohio
$785K +$2.01K +70 +0.3%
1
2
3 4 5

CLFD Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q1 2024, worth a combined $294M — down 1.3% from $298M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CLFD positions and 24 closed out — a net gain of 2 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Newtyn Management, opening a new position worth an estimated $11.5M. The largest seller was Franklin Resources, cutting an estimated $34.7M.

  • 139 institutional investors held Clearfield (CLFD) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $294M of Clearfield stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 26 funds opened new Clearfield positions in Q1 2024 and 24 closed out, a net change of +2 holders.
  • The largest Clearfield buyer in Q1 2024 was Newtyn Management, an estimated $11.5M added.
  • The largest Clearfield seller in Q1 2024 was Franklin Resources, an estimated $34.7M sold.

Based on aggregated 13F filings for Q1 2024.