Clearfield
CLFD
50 hedge funds and large institutions have $42.8M invested in Clearfield in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $37M → $42.8M (+$5.71M)
11% more funds holding
Funds holding: 45 → 50 (+5)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
89% less call options, than puts
Call options by funds: $161K | Put options by funds: $1.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$799K |
| 2 |
State Street
Boston,
Massachusetts
|
+$236K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$186K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$148K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.01M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$663K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$463K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$410K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Wellington Management Group
Boston,
Massachusetts
| – | -$410K | -33,311 | Closed |
|
|
PPA
52
Parametric Portfolio Associates
Seattle,
Washington
| – | -$208K | -16,936 | Closed |
|
|
GT
53
Glenmede Trust
Philadelphia,
Pennsylvania
| – | +$13 | +1 | New |
|
CLFD Hedge Fund Activity: Q1 2015 in Review
50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q1 2015, worth a combined $42.8M — up 15% from $37M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CLFD positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Royce & Associates, opening a new position worth an estimated $799K. The largest seller was Morgan Stanley, cutting an estimated $1.01M.
- 50 institutional investors held Clearfield (CLFD) as of Q1 2015, up from 45 in Q4 2014.
- Funds reported $42.8M of Clearfield stock for Q1 2015, up 15% quarter-over-quarter.
- 8 funds opened new Clearfield positions in Q1 2015 and 3 closed out, a net change of +5 holders.
- The largest Clearfield buyer in Q1 2015 was Royce & Associates, an estimated $799K added.
- The largest Clearfield seller in Q1 2015 was Morgan Stanley, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2015.