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Clearfield

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: 136138 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$60.5K +$22.9K +860 +70%
AB
102
Amalgamated Bank
New York
$52K -$106K -3,963 -69%
SOW
103
State of Wyoming
Wyoming
$45.3K -$15.5K -580 -27%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$43.6K +$40K +1,500 New
AIP
105
Ameritas Investment Partners
Nebraska
$37.5K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$35.2K +$14K +526 +77%
PAS
107
Point72 Asia (Singapore)
Singapore
$34.9K +$32K +1,200 New
PFBT
108
Parkside Financial Bank & Trust
Missouri
$32.9K +$17.3K +648 +134%
PS
109
Principal Securities
Iowa
$24.7K +$22.7K +850 New
HC
110
Hoese & Co
Minnesota
$24.1K
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$21.3K
TWM
112
Tradition Wealth Management
Minnesota
$19K +$1.33K +50 +8%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K
HCM
114
Hollencrest Capital Management
California
$14.5K +$10.7K +400 +400%
SIS
115
Sound Income Strategies
Florida
$12.7K +$11.6K +435 New
US Bancorp
116
US Bancorp
Minnesota
$12K +$11K +414 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$12K -$88.1K -3,305 -89%
HNB
118
Huntington National Bank
Ohio
$10.6K +$7.3K +274 +308%
CBT
119
Central Bank & Trust
Kentucky
$5K
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$4.83K +$4.42K +166 New
JFA
121
JNBA Financial Advisors
Minnesota
$4.36K
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$4.05K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$4.04K +$2.32K +87 +167%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$3.9K -$7.49K -281 -68%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$3.81K -$47.9K -1,797 -93%

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.