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Clearfield

50 hedge funds and large institutions have $57.4M invested in Clearfield in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

21% more capital invested

Capital invested by funds: $47.3M → $57.4M (+$10M)

6% more funds holding

Funds holding: 4750 (+3)

0.92% more ownership

Funds ownership: 29.2%30.12% (+0.92%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
14
Closed
2
Calls
$672K
Puts
Net Calls
+$672K
Net Calls Change
+$863K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.4M +$27.7K +2,145 +0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$8.25M +$358K +27,700 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.93M -$887K -68,647 -11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.58M -$31.5K -2,438 -0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.36M +$379K +29,351 +14%
State Street
6
State Street
Massachusetts
$2.61M +$208K +16,094 +9%
Northern Trust
7
Northern Trust
Illinois
$2.06M -$12.9K -1,000 -0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.83M +$6.17K +477 +0.4%
ATFA
9
All Terrain Financial Advisors
Minnesota
$1.54M
RA
10
Royce & Associates
New York
$1.19M
CCM
11
Cadence Capital Management
Massachusetts
$967K -$92.1K -7,126 -9%
WVP
12
Worth Venture Partners
New Jersey
$875K +$140K +10,801 +21%
PAM
13
Panagora Asset Management
Massachusetts
$785K +$162K +12,502 +29%
BCM
14
Bridgeway Capital Management
Texas
$739K
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$690K -$167K -12,900 -21%
EWM
16
Evercore Wealth Management
New York
$680K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$597K -$66.7K -5,164 -11%
WCM
18
Wedge Capital Management
North Carolina
$572K +$530K +41,018 New
N
19
Nuveen
North Carolina
$524K
JP Morgan Chase
20
JP Morgan Chase
New York
$403K +$130K +10,029 +53%
Charles Schwab
21
Charles Schwab
California
$378K
Wells Fargo
22
Wells Fargo
California
$358K +$86.9K +6,723 +35%
UCFA
23
United Capital Financial Advisors
Texas
$349K
Morgan Stanley
24
Morgan Stanley
New York
$255K +$136K +10,510 +135%
UBS Group
25
UBS Group
Switzerland
$251K +$55.6K +4,304 +31%

CLFD Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q4 2019, worth a combined $57.4M — up 21% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CLFD positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Wedge Capital Management, opening a new position worth an estimated $530K. The largest seller was Vanguard Group, cutting an estimated $887K.

  • 50 institutional investors held Clearfield (CLFD) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $57.4M of Clearfield stock for Q4 2019, up 21% quarter-over-quarter.
  • 5 funds opened new Clearfield positions in Q4 2019 and 2 closed out, a net change of +3 holders.
  • The largest Clearfield buyer in Q4 2019 was Wedge Capital Management, an estimated $530K added.
  • The largest Clearfield seller in Q4 2019 was Vanguard Group, an estimated $887K sold.

Based on aggregated 13F filings for Q4 2019.