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Clearfield

134 hedge funds and large institutions have $349M invested in Clearfield in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $3.69M | Put options by funds: $993K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $356M → $349M (-$6.39M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

1.83% less ownership

Funds ownership: 64.83%63% (-1.8%)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
41
Reduced
42
Closed
17
Calls
$3.69M
Puts
$993K
Net Calls
+$2.69M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
101
Foster Dykema Cabot & Partners
Massachusetts
$28.7K +$28.7K +737 New
QCG
102
Quadrant Capital Group
Ohio
$21.4K +$1.94K +50 +10%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$19.5K -$66.1K -1,700 -77%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$19.5K
PS
105
Principal Securities
Iowa
$19.5K
AB
106
Amalgamated Bank
New York
$18K
US Bancorp
107
US Bancorp
Minnesota
$17.6K +$972 +25 +6%
TRCT
108
Tower Research Capital (TRC)
New York
$10.4K -$65.6K -1,688 -86%
BF
109
BOK Financial
Oklahoma
$9.09K +$9.72K +250 New
JFA
110
JNBA Financial Advisors
Minnesota
$5.84K
CA
111
Clearstead Advisors
Ohio
$5.65K
EWA
112
EverSource Wealth Advisors
Alabama
$5.45K
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$5.45K +$894 +23 +20%
MG
114
Mather Group
Illinois
$4.6K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$2.57K -$194 -5 -7%
LC
116
Lindbrook Capital
California
$2.14K -$467 -12 -18%
HCA
117
Harbor Capital Advisors
Illinois
$2K +$2.37K +61 New
VWM
118
Venturi Wealth Management
Texas
$1.95K
Comerica Bank
119
Comerica Bank
Texas
$1.8K
SCM
120
Sterling Capital Management
North Carolina
$1.71K +$1.71K +44 New
S
121
SignatureFD
Georgia
$1.68K
FFA
122
Farther Finance Advisors
California
$1.4K
GI
123
GAMMA Investing
California
$1.21K +$156 +4 +15%
LFG
124
Larson Financial Group
Missouri
$1.09K
FCM
125
Fourpath Capital Management
Oklahoma
$1.05K +$1.05K +27 New

CLFD Hedge Fund Activity: Q3 2024 in Review

134 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q3 2024, worth a combined $349M — down 1.8% from $356M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CLFD positions and 17 closed out — a net gain of 3 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was G2 Investment Partners Management, adding an estimated $3.39M. The largest seller was Goldman Sachs, cutting an estimated $6.17M.

  • 134 institutional investors held Clearfield (CLFD) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $349M of Clearfield stock for Q3 2024, down 1.8% quarter-over-quarter.
  • 20 funds opened new Clearfield positions in Q3 2024 and 17 closed out, a net change of +3 holders.
  • The largest Clearfield buyer in Q3 2024 was G2 Investment Partners Management, an estimated $3.39M added.
  • The largest Clearfield seller in Q3 2024 was Goldman Sachs, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2024.