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Clearfield
CLFD

41 hedge funds and large institutions have $54.5M invested in Clearfield in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $50.3M → $54.5M (+$4.16M)

1.67% more ownership

Funds ownership: 27.06% → 28.74% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

9% less funds holding

Funds holding: 45 → 41 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
14
Closed
7
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
-$437K

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$1.83M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.12M
3
BCM
Bridgeway Capital Management
Texas
+$523K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$476K
5
Morgan Stanley
Morgan Stanley
New York
+$256K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$937K
2
TAM
THB Asset Management
Connecticut
-$672K
3
Two Sigma Investments
Two Sigma Investments
New York
-$309K
4
Deutsche Bank
Deutsche Bank
Germany
-$251K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$81.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$10.8M +$63.6K +5,111 +0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$7.05M -$68.5K -5,500 -1%
TAM
3
THB Asset Management
Connecticut
$6.21M -$672K -53,945 -11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.9M +$476K +38,196 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.27M -$937K -75,274 -16%
WCM Investment Management
6
WCM Investment Management
California
$2.72M +$1.83M +146,744 +275%
State Street
7
State Street
Massachusetts
$2.26M -$11.2K -900 -0.5%
Northern Trust
8
Northern Trust
Illinois
$2.06M -$13.9K -1,119 -0.7%
RA
9
Royce & Associates
New York
$1.59M – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.58M +$1.12M +89,961 +340%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.29M +$5.43K +436 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$1M +$256K +20,572 +39%
BCM
13
Bridgeway Capital Management
Texas
$925K +$523K +42,000 +162%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$802K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$683K -$8.22K -660 -1%
WVP
16
Worth Venture Partners
New Jersey
$617K +$232K +18,624 +70%
TCIM
17
TIAA CREF Investment Management
New York
$466K – – –
Two Sigma Advisers
18
Two Sigma Advisers
New York
$386K -$3.73K -300 -1%
UBS Group
19
UBS Group
Switzerland
$288K -$69K -5,545 -21%
SEI Investments
20
SEI Investments
Pennsylvania
$272K +$249K +20,000 New
TA
21
Teachers Advisors
New York
$256K – – –
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$255K -$23.3K -1,874 -9%
Charles Schwab
23
Charles Schwab
California
$228K – – –
CCM
24
Concourse Capital Management
Georgia
$226K +$207K +16,635 New
OAM
25
Oxford Asset Management
United Kingdom
$213K -$26.9K -2,159 -12%
1
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CLFD Hedge Fund Activity: Q3 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q3 2017, worth a combined $54.5M — up 8.3% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CLFD and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 14 added.

The largest buyer was WCM Investment Management, adding an estimated $1.83M. The largest seller was Vanguard Group, cutting an estimated $937K.

  • 41 institutional investors held Clearfield (CLFD) as of Q3 2017, down from 45 in Q2 2017.
  • Funds reported $54.5M of Clearfield stock for Q3 2017, up 8.3% quarter-over-quarter.
  • 4 funds opened new Clearfield positions in Q3 2017 and 7 closed out, a net change of -3 holders.
  • The largest Clearfield buyer in Q3 2017 was WCM Investment Management, an estimated $1.83M added.
  • The largest Clearfield seller in Q3 2017 was Vanguard Group, an estimated $937K sold.

Based on aggregated 13F filings for Q3 2017.