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Clearfield

131 hedge funds and large institutions have $356M invested in Clearfield in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $2.6M

21% more capital invested

Capital invested by funds: $294M → $356M (+$62.2M)

0.14% more ownership

Funds ownership: 64.69%64.83% (+0.14%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

6% less funds holding

Funds holding: 139131 (-8)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
40
Reduced
40
Closed
29
Calls
$12.2M
Puts
$2.6M
Net Calls
+$9.63M
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$39.1K +$34.7K +1,000 +7,143%
HNB
102
Huntington National Bank
Ohio
$31.2K +$15.2K +438 +118%
QCG
103
Quadrant Capital Group
Ohio
$19.3K -$6.25K -180 -26%
HCM
104
Hollencrest Capital Management
California
$19.3K
PS
105
Principal Securities
Iowa
$19.3K
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$19K +$17.4K +500 New
AB
107
Amalgamated Bank
New York
$17K +$2.08K +60 +15%
US Bancorp
108
US Bancorp
Minnesota
$16.4K
CBT
109
Central Bank & Trust
Kentucky
$6.63K
EWA
110
EverSource Wealth Advisors
Alabama
$6.08K
JFA
111
JNBA Financial Advisors
Minnesota
$5.78K
CA
112
Clearstead Advisors
Ohio
$5.59K +$1.81K +52 +56%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$4.93K
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$4.51K +$347 +10 +9%
MG
115
Mather Group
Illinois
$3.64K +$2.75K +79 +203%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$2.74K +$174 +5 +8%
LC
117
Lindbrook Capital
California
$2.58K +$417 +12 +22%
RFG
118
RFP Financial Group
Georgia
$2.12K
VWM
119
Venturi Wealth Management
Texas
$1.93K
Comerica Bank
120
Comerica Bank
Texas
$1.79K
S
121
SignatureFD
Georgia
$1.66K
FFA
122
Farther Finance Advisors
California
$1.3K
LFG
123
Larson Financial Group
Missouri
$1.08K
GI
124
GAMMA Investing
California
$1.04K
HFS
125
Hantz Financial Services
Michigan
$1K -$820K -23,592 -100%

CLFD Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q2 2024, worth a combined $356M — up 21% from $294M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CLFD and 23 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 40 added.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $7.03M. The largest seller was Franklin Resources, cutting an estimated $10.5M.

  • 131 institutional investors held Clearfield (CLFD) as of Q2 2024, down from 139 in Q1 2024.
  • Funds reported $356M of Clearfield stock for Q2 2024, up 21% quarter-over-quarter.
  • 23 funds opened new Clearfield positions in Q2 2024 and 29 closed out, a net change of -6 holders.
  • The largest Clearfield buyer in Q2 2024 was Divisadero Street Capital Management, an estimated $7.03M added.
  • The largest Clearfield seller in Q2 2024 was Franklin Resources, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.