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Clearfield
CLFD

139 hedge funds and large institutions have $294M invested in Clearfield in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $5.86M

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

1% more funds holding

Funds holding: 138 → 139 (+1)

1% less capital invested

Capital invested by funds: $298M → $294M (-$3.9M)

2.43% less ownership

Funds ownership: 67.12% → 64.69% (-2.4%)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
46
Reduced
44
Closed
24
Calls
$14.7M
Puts
$5.86M
Net Calls
+$8.88M
Net Calls Change
-$4.41M

Top Buyers

Rank Fund Capital Flow
1
NM
Newtyn Management
New York
+$11.5M
2
SBH
Segall Bryant & Hamill
Illinois
+$6.47M
3
AAM
ACK Asset Management
Connecticut
+$6.22M
4
DIA
Dana Investment Advisors
Wisconsin
+$4.63M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$34.7M
2
DSCM
Divisadero Street Capital Management
Florida
-$7.05M
3
Morgan Stanley
Morgan Stanley
New York
-$5.23M
4
Goldman Sachs
Goldman Sachs
New York
-$3.28M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
XT
151
XTX Topco
Cayman Islands
– -$245K -8,434 Closed
MFS
152
Mirabella Financial Services
United Kingdom
– -$225K -7,724 Closed
ACM
153
Aquatic Capital Management
Illinois
– -$198K -6,800 Closed
DA
154
Denali Advisors
California
– -$166K -5,700 Closed
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
– -$124K -4,266 Closed
PHK
156
Point72 Hong Kong
Hong Kong
– -$116K -3,986 Closed
Victory Capital Management
157
Victory Capital Management
Texas
– -$60.5K -2,082 Closed
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
– -$43.6K -1,500 Closed
HC
159
Hoese & Co
Minnesota
– -$24.1K -948 Closed
TWM
160
Tradition Wealth Management
Minnesota
– -$19K -651 Closed
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$14.5K -500 Closed
SIS
162
Sound Income Strategies
Florida
– -$12.7K -435 Closed
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
– -$4.04K -139 Closed
3 4 5 6
7

CLFD Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q1 2024, worth a combined $294M — down 1.3% from $298M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CLFD positions and 24 closed out — a net gain of 2 holders — while 46 added to existing stakes and 44 trimmed.

The largest buyer was Newtyn Management, opening a new position worth an estimated $11.5M. The largest seller was Franklin Resources, cutting an estimated $34.7M.

  • 139 institutional investors held Clearfield (CLFD) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $294M of Clearfield stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 26 funds opened new Clearfield positions in Q1 2024 and 24 closed out, a net change of +2 holders.
  • The largest Clearfield buyer in Q1 2024 was Newtyn Management, an estimated $11.5M added.
  • The largest Clearfield seller in Q1 2024 was Franklin Resources, an estimated $34.7M sold.

Based on aggregated 13F filings for Q1 2024.