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Clearfield

27 hedge funds and large institutions have $26.8M invested in Clearfield in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,263% more call options, than puts

Call options by funds: $589K | Put options by funds: $8K

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

61% more capital invested

Capital invested by funds: $16.7M → $26.8M (+$10.1M)

23% more funds holding

Funds holding: 2227 (+5)

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
7
Closed
1
Calls
$589K
Puts
$8K
Net Calls
+$581K
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$5.83M -$39.8K -3,201 -0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$5.42M -$438K -35,200 -8%
BIT
3
BlackRock Institutional Trust
California
$3.81M +$76.1K +6,122 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.14M +$883K +71,008 +80%
EI
5
EAM Investors
California
$1.51M -$49.8K -4,005 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.4M +$158K +12,733 +14%
WA
7
WFG Advisors
Texas
$1.12M +$1.04M +83,460 New
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$792K
EWM
9
Evercore Wealth Management
New York
$673K +$63.4K +5,100 +11%
BCM
10
Bridgeway Capital Management
Texas
$651K +$2.49K +200 +0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$581K +$33.1K +2,659 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$429K +$326K +26,222 +457%
BFA
13
BlackRock Fund Advisors
California
$389K +$11.2K +903 +3%
Morgan Stanley
14
Morgan Stanley
New York
$362K +$129K +10,341 +62%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$314K +$290K +23,369 New
AQR Capital Management
16
AQR Capital Management
Connecticut
$309K +$286K +23,014 New
TC
17
TFS Capital
Pennsylvania
$295K +$126K +10,147 +86%
Northern Trust
18
Northern Trust
Illinois
$282K -$26.4K -2,127 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$186K -$70.4K -5,663 -29%
RA
20
Royce & Associates
New York
$101K +$93.4K +7,514 New
US Bancorp
21
US Bancorp
Minnesota
$94K
Group One Trading
22
Group One Trading
Illinois
$54K +$49.8K +4,005 New
U
23
UBS
Switzerland
$46K +$31.2K +2,509 +265%
BA
24
BlackRock Advisors
Delaware
$32K +$2.81K +226 +11%
CTC
25
Central Trust Company
Missouri
$19K -$7.46K -600 -30%

CLFD Hedge Fund Activity: Q3 2013 in Review

27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q3 2013, worth a combined $26.8M — up 61% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CLFD positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was WFG Advisors, opening a new position worth an estimated $1.04M. The largest seller was Renaissance Technologies, cutting an estimated $438K.

  • 27 institutional investors held Clearfield (CLFD) as of Q3 2013, up from 22 in Q2 2013.
  • Funds reported $26.8M of Clearfield stock for Q3 2013, up 61% quarter-over-quarter.
  • 6 funds opened new Clearfield positions in Q3 2013 and 1 closed out, a net change of +5 holders.
  • The largest Clearfield buyer in Q3 2013 was WFG Advisors, an estimated $1.04M added.
  • The largest Clearfield seller in Q3 2013 was Renaissance Technologies, an estimated $438K sold.

Based on aggregated 13F filings for Q3 2013.