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Clearfield

34 hedge funds and large institutions have $50.4M invested in Clearfield in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $376K

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

88% more capital invested

Capital invested by funds: $26.8M → $50.4M (+$23.5M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

26% more funds holding

Funds holding: 2734 (+7)

Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
7
Closed
2
Calls
$2.03M
Puts
$376K
Net Calls
+$1.65M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$8.78M
Renaissance Technologies
2
Renaissance Technologies
New York
$7.81M -$290K -17,365 -4%
NCGI
3
Next Century Growth Investors
Minnesota
$7.39M +$6.09M +365,181 New
BIT
4
BlackRock Institutional Trust
California
$5.87M +$112K +6,727 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.51M +$235K +14,080 +9%
BCM
6
Bridgeway Capital Management
Texas
$2.66M +$1.38M +83,000 +171%
EI
7
EAM Investors
California
$2.26M -$12K -717 -0.6%
WA
8
WFG Advisors
Texas
$2.01M +$262K +15,725 +19%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$1.17M
JP Morgan Chase
10
JP Morgan Chase
New York
$1.13M -$804K -48,191 -46%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.02M +$121K +7,261 +17%
EWM
12
Evercore Wealth Management
New York
$1.01M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$895K +$348K +20,854 +89%
AQR Capital Management
14
AQR Capital Management
Connecticut
$656K +$157K +9,400 +41%
BFA
15
BlackRock Fund Advisors
California
$612K +$21.2K +1,270 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$575K -$59.3K -3,554 -11%
Northern Trust
17
Northern Trust
Illinois
$490K +$53.3K +3,196 +15%
Morgan Stanley
18
Morgan Stanley
New York
$364K -$149K -8,946 -33%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$340K +$48K +2,880 +21%
GCP
20
GSA Capital Partners
United Kingdom
$322K +$265K +15,900 New
TDC
21
Thompson Davis & Co
Virginia
$243K +$200K +12,000 New
Two Sigma Investments
22
Two Sigma Investments
New York
$227K +$187K +11,200 New
Invesco
23
Invesco
Georgia
$195K +$161K +9,648 New
PG
24
PEAK6 Group
Illinois
$189K +$156K +9,352 New
US Bancorp
25
US Bancorp
Minnesota
$184K +$34.5K +2,070 +30%

CLFD Hedge Fund Activity: Q4 2013 in Review

34 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q4 2013, worth a combined $50.4M — up 88% from $26.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CLFD positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $6.09M. The largest seller was JP Morgan Chase, cutting an estimated $804K.

  • 34 institutional investors held Clearfield (CLFD) as of Q4 2013, up from 27 in Q3 2013.
  • Funds reported $50.4M of Clearfield stock for Q4 2013, up 88% quarter-over-quarter.
  • 9 funds opened new Clearfield positions in Q4 2013 and 2 closed out, a net change of +7 holders.
  • The largest Clearfield buyer in Q4 2013 was Next Century Growth Investors, an estimated $6.09M added.
  • The largest Clearfield seller in Q4 2013 was JP Morgan Chase, an estimated $804K sold.

Based on aggregated 13F filings for Q4 2013.