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Clearfield
CLFD

50 hedge funds and large institutions have $48.5M invested in Clearfield in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 50 → 50 (0)

0.19% less ownership

Funds ownership: 30.12% → 29.93% (-0.19%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

15% less capital invested

Capital invested by funds: $57.4M → $48.5M (-$8.81M)

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
16
Closed
5
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
-$411K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$289K
2
Prudential Financial
Prudential Financial
New Jersey
+$171K
3
WVP
Worth Venture Partners
New Jersey
+$148K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$137K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$114K

Top Sellers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$325K
2
WCM
Wedge Capital Management
North Carolina
-$271K
3
Morgan Stanley
Morgan Stanley
New York
-$177K
4
B
Bailard
California
-$164K
5
JP Morgan Chase
JP Morgan Chase
New York
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.55M -$121K -10,102 -1%
Renaissance Technologies
2
Renaissance Technologies
New York
$7.07M +$60.9K +5,074 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.03M +$289K +24,076 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.71M +$114K +9,486 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.96M +$104K +8,661 +4%
State Street
6
State Street
Massachusetts
$2.22M +$7.96K +663 +0.4%
Northern Trust
7
Northern Trust
Illinois
$1.8M +$54.5K +4,541 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.61M +$58.9K +4,905 +4%
ATFA
9
All Terrain Financial Advisors
Minnesota
$1.31M – – –
RA
10
Royce & Associates
New York
$1.01M – – –
WVP
11
Worth Venture Partners
New Jersey
$890K +$148K +12,329 +20%
CCM
12
Cadence Capital Management
Massachusetts
$781K -$41.5K -3,457 -5%
PAM
13
Panagora Asset Management
Massachusetts
$654K -$12.9K -1,076 -2%
BCM
14
Bridgeway Capital Management
Texas
$628K – – –
EWM
15
Evercore Wealth Management
New York
$578K – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$517K +$9.05K +754 +2%
N
17
Nuveen
North Carolina
$441K -$4.08K -340 -0.9%
Wells Fargo
18
Wells Fargo
California
$324K +$19.6K +1,633 +6%
Charles Schwab
19
Charles Schwab
California
$322K – – –
UCFA
20
United Capital Financial Advisors
Texas
$296K – – –
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$266K -$325K -27,069 -55%
WCM
22
Wedge Capital Management
North Carolina
$219K -$271K -22,563 -55%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$208K +$2.39K +199 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$206K -$138K -11,508 -40%
SO
25
STRS Ohio
Ohio
$184K – – –
1
2 3

CLFD Hedge Fund Activity: Q1 2020 in Review

50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q1 2020, worth a combined $48.5M — down 15% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CLFD positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $289K. The largest seller was California Public Employees Retirement System, cutting an estimated $325K.

  • 50 institutional investors held Clearfield (CLFD) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $48.5M of Clearfield stock for Q1 2020, down 15% quarter-over-quarter.
  • 6 funds opened new Clearfield positions in Q1 2020 and 5 closed out, a net change of +1 holder.
  • The largest Clearfield buyer in Q1 2020 was Vanguard Group, an estimated $289K added.
  • The largest Clearfield seller in Q1 2020 was California Public Employees Retirement System, an estimated $325K sold.

Based on aggregated 13F filings for Q1 2020.