Clearfield
CLFD
135 hedge funds and large institutions have $410M invested in Clearfield in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 53 reducing their positions, and 14 closing their positions.
367% more call options, than puts
Call options by funds: $23.8M | Put options by funds: $5.09M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
2.99% more ownership
Funds ownership: 45.07% → 48.06% (+3%)
2% more funds holding
Funds holding: 133 → 135 (+2)
1% more capital invested
Capital invested by funds: $404M → $410M (+$5.58M)
30% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$18.5M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$10.5M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$6.04M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$3.97M |
| 5 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$5.64M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$3.55M |
| 3 |
Aviva
London,
United Kingdom
|
-$2.37M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.31M |
| 5 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
-$2.01M |
CLFD Hedge Fund Activity: Q2 2022 in Review
135 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q2 2022, worth a combined $410M — up 1.4% from $404M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CLFD positions and 14 closed out — a net gain of 5 holders — while 37 added to existing stakes and 53 trimmed.
The largest buyer was Summit Partners Public Asset Management, adding an estimated $18.5M. The largest seller was Hillsdale Investment Management, cutting an estimated $5.64M.
- 135 institutional investors held Clearfield (CLFD) as of Q2 2022, up from 133 in Q1 2022.
- Funds reported $410M of Clearfield stock for Q2 2022, up 1.4% quarter-over-quarter.
- 19 funds opened new Clearfield positions in Q2 2022 and 14 closed out, a net change of +5 holders.
- The largest Clearfield buyer in Q2 2022 was Summit Partners Public Asset Management, an estimated $18.5M added.
- The largest Clearfield seller in Q2 2022 was Hillsdale Investment Management, an estimated $5.64M sold.
Based on aggregated 13F filings for Q2 2022.