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Clearfield

52 hedge funds and large institutions have $59.3M invested in Clearfield in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $48.5M → $59.3M (+$10.7M)

4% more funds holding

Funds holding: 5052 (+2)

1.18% more ownership

Funds ownership: 29.93%31.11% (+1.2%)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
10
Closed
7
Calls
$188K
Puts
Net Calls
+$188K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.3M +$30.2K +2,333 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.71M +$1.33M +102,646 +17%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.35M +$16.8K +1,300 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.73M +$7.77K +600 +0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.25M -$215K -16,629 -7%
State Street
6
State Street
Massachusetts
$2.71M +$82.7K +6,385 +3%
Northern Trust
7
Northern Trust
Illinois
$2.2M +$68.6K +5,294 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.98M +$69.5K +5,364 +4%
ATFA
9
All Terrain Financial Advisors
Minnesota
$1.5M -$37.6K -2,900 -3%
CCM
10
Cadence Capital Management
Massachusetts
$1.4M +$447K +34,502 +52%
RA
11
Royce & Associates
New York
$1.19M
WVP
12
Worth Venture Partners
New Jersey
$1.01M -$32.9K -2,539 -3%
PAM
13
Panagora Asset Management
Massachusetts
$874K +$95.4K +7,367 +13%
EWM
14
Evercore Wealth Management
New York
$681K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$606K -$2.32K -179 -0.4%
N
16
Nuveen
North Carolina
$596K +$70.8K +5,467 +15%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$536K +$413K +31,876 +488%
Wells Fargo
18
Wells Fargo
California
$409K +$25.4K +1,960 +7%
Charles Schwab
19
Charles Schwab
California
$379K
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$315K +$2.19K +169 +0.8%
Barclays
21
Barclays
United Kingdom
$292K +$224K +17,277 +468%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$272K +$252K +19,455 New
Goldman Sachs
23
Goldman Sachs
New York
$247K +$79.2K +6,113 +53%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$245K
SO
25
STRS Ohio
Ohio
$237K +$18.1K +1,400 +9%

CLFD Hedge Fund Activity: Q2 2020 in Review

52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q2 2020, worth a combined $59.3M — up 22% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CLFD positions and 7 closed out — a net gain of 2 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.33M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $628K sold.

  • 52 institutional investors held Clearfield (CLFD) as of Q2 2020, up from 50 in Q1 2020.
  • Funds reported $59.3M of Clearfield stock for Q2 2020, up 22% quarter-over-quarter.
  • 9 funds opened new Clearfield positions in Q2 2020 and 7 closed out, a net change of +2 holders.
  • The largest Clearfield buyer in Q2 2020 was Vanguard Group, an estimated $1.33M added.
  • The largest Clearfield seller in Q2 2020 was Bridgeway Capital Management, an estimated $628K sold.

Based on aggregated 13F filings for Q2 2020.