Clearfield
CLFD
58 hedge funds and large institutions have $82.6M invested in Clearfield in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
1,273% more call options, than puts
Call options by funds: $4.13M | Put options by funds: $301K
800% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 3
71% more funds holding
Funds holding: 34 → 58 (+24)
64% more capital invested
Capital invested by funds: $50.4M → $82.6M (+$32.3M)
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.2M |
| 2 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$2.93M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$2.93M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.5M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
-$937K |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$339K |
| 3 |
PG
PEAK6 Group
Chicago,
Illinois
|
-$209K |
| 4 |
RA
Royce & Associates
New York
|
-$152K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
51
Prelude Capital Management
New York
| $35K | +$33.5K | +1,500 | New |
|
|
CTC
52
Central Trust Company
Jefferson City,
Missouri
| $28K | -$4.47K | -200 | -14% |
|
|
TC
53
TradeLink Capital
Chicago,
Illinois
| $16K | +$15.6K | +700 | New |
|
|
FMT
54
First Mercantile Trust
Cordova,
Tennessee
| $10K | +$9.97K | +446 | New |
|
55
Barclays
London,
United Kingdom
| $7K | +$6.7K | +300 | New |
|
56
AllianceBernstein
Nashville,
Tennessee
| $2K | – | – | – |
|
|
OA
57
OFI Advisors
Philadelphia,
Pennsylvania
| $1K | +$760 | +34 | New |
|
58
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2 | – | – | – |
|
|
PG
59
PEAK6 Group
Chicago,
Illinois
| – | -$209K | -9,352 | Closed |
|
|
RA
60
Royce & Associates
New York
| – | -$152K | -7,514 | Closed |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$9.74K | -436 | Closed |
|
CLFD Hedge Fund Activity: Q1 2014 in Review
58 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q1 2014, worth a combined $82.6M — up 64% from $50.4M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CLFD positions and 3 closed out — a net gain of 24 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.2M. The largest seller was WFG Advisors, cutting an estimated $937K.
- 58 institutional investors held Clearfield (CLFD) as of Q1 2014, up from 34 in Q4 2013.
- Funds reported $82.6M of Clearfield stock for Q1 2014, up 64% quarter-over-quarter.
- 27 funds opened new Clearfield positions in Q1 2014 and 3 closed out, a net change of +24 holders.
- The largest Clearfield buyer in Q1 2014 was Morgan Stanley, an estimated $4.2M added.
- The largest Clearfield seller in Q1 2014 was WFG Advisors, an estimated $937K sold.
Based on aggregated 13F filings for Q1 2014.