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Clearfield
CLFD

58 hedge funds and large institutions have $82.6M invested in Clearfield in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,273% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $301K

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

71% more funds holding

Funds holding: 34 → 58 (+24)

64% more capital invested

Capital invested by funds: $50.4M → $82.6M (+$32.3M)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

Holders
58
Holders Change
+24
Holders Change %
+70.59%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
14
Reduced
10
Closed
3
Calls
$4.13M
Puts
$301K
Net Calls
+$3.83M
Net Calls Change
+$2.18M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.2M
2
MCM
McKinley Capital Management
Alaska
+$2.93M
3
BIM
Bogle Investment Management
Massachusetts
+$2.93M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
WA
WFG Advisors
Texas
-$937K
2
BIT
BlackRock Institutional Trust
California
-$339K
3
PG
PEAK6 Group
Illinois
-$209K
4
RA
Royce & Associates
New York
-$152K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.4M +$329K +14,724 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$10M +$1.1M +49,365 +13%
NCGI
3
Next Century Growth Investors
Minnesota
$8.31M -$116K -5,211 -1%
BIT
4
BlackRock Institutional Trust
California
$6.35M -$339K -15,164 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.56M +$1.5M +67,062 +39%
Morgan Stanley
6
Morgan Stanley
New York
$4.75M +$4.2M +187,773 +1,045%
EI
7
EAM Investors
California
$3.43M +$821K +36,761 +33%
BCM
8
Bridgeway Capital Management
Texas
$3.06M +$22.3K +1,000 +0.8%
MCM
9
McKinley Capital Management
Alaska
$3.03M +$2.93M +131,150 New
BIM
10
Bogle Investment Management
Massachusetts
$3.02M +$2.93M +131,050 New
Two Sigma Investments
11
Two Sigma Investments
New York
$1.58M +$1.28M +57,145 +510%
Allianz Asset Management
12
Allianz Asset Management
Germany
$1.44M +$1.39M +62,290 New
JP Morgan Chase
13
JP Morgan Chase
New York
$1.39M +$106K +4,726 +8%
WA
14
WFG Advisors
Texas
$1.32M -$937K -41,950 -42%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.31M +$135K +6,048 +12%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.28M – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.24M +$212K +9,487 +21%
TC
18
TFS Capital
Pennsylvania
$1.16M +$1.12M +50,283 New
EWM
19
Evercore Wealth Management
New York
$1.16M – – –
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.02M +$985K +44,100 New
WCM
21
Wedge Capital Management
North Carolina
$988K +$956K +42,800 New
BFA
22
BlackRock Fund Advisors
California
$795K +$93.6K +4,191 +14%
AQR Capital Management
23
AQR Capital Management
Connecticut
$760K +$11.2K +500 +2%
CS
24
Credit Suisse
Switzerland
$736K +$712K +31,884 New
U
25
UBS
Switzerland
$704K +$639K +28,611 +1,542%
1
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CLFD Hedge Fund Activity: Q1 2014 in Review

58 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q1 2014, worth a combined $82.6M — up 64% from $50.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CLFD positions and 3 closed out — a net gain of 24 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.2M. The largest seller was WFG Advisors, cutting an estimated $937K.

  • 58 institutional investors held Clearfield (CLFD) as of Q1 2014, up from 34 in Q4 2013.
  • Funds reported $82.6M of Clearfield stock for Q1 2014, up 64% quarter-over-quarter.
  • 27 funds opened new Clearfield positions in Q1 2014 and 3 closed out, a net change of +24 holders.
  • The largest Clearfield buyer in Q1 2014 was Morgan Stanley, an estimated $4.2M added.
  • The largest Clearfield seller in Q1 2014 was WFG Advisors, an estimated $937K sold.

Based on aggregated 13F filings for Q1 2014.