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Clearfield

138 hedge funds and large institutions have $298M invested in Clearfield in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $1.88M

1.7% more ownership

Funds ownership: 65.43%67.12% (+1.7%)

1% more funds holding

Funds holding: 136138 (+2)

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

5% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 40

4% more capital invested

Capital invested by funds: $286M → $298M (+$11.6M)

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
42
Reduced
40
Closed
33
Calls
$15.2M
Puts
$1.88M
Net Calls
+$13.3M
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$44.3M +$2.37K +89 +0%
BlackRock
2
BlackRock
New York
$30.6M -$25.6M -962,193 -48%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29M -$4.34M -162,639 -14%
Boston Partners
4
Boston Partners
Massachusetts
$23.8M +$12.2M +456,879 +122%
AAM
5
ACK Asset Management
Connecticut
$13M +$11.9M +447,900 New
RA
6
Royce & Associates
New York
$9.54M -$1.75M -65,600 -17%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$8.72M +$8M +300,000 New
State Street
8
State Street
Massachusetts
$8.56M -$4.6M -172,672 -37%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.29M +$433K +16,260 +6%
Morgan Stanley
10
Morgan Stanley
New York
$7.67M +$3.02M +113,466 +75%
DSCM
11
Divisadero Street Capital Management
Florida
$7.05M
MPI
12
Mairs & Power Inc
Minnesota
$6.66M +$313K +11,755 +5%
Federated Hermes
13
Federated Hermes
Pennsylvania
$6.13M +$5.2M +195,082 +1,248%
Goldman Sachs
14
Goldman Sachs
New York
$5.67M +$3.95M +148,023 +315%
SGCIA
15
Smith Graham & Co Investment Advisors
Texas
$5.15M +$4.72M +177,037 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.99M -$803K -30,131 -15%
Marshall Wace
17
Marshall Wace
United Kingdom
$4.94M -$2.39M -89,587 -35%
HAM
18
Harber Asset Management
North Carolina
$4.31M +$3.95M +148,203 New
Millennium Management
19
Millennium Management
New York
$4.24M +$1.1M +41,119 +39%
Northern Trust
20
Northern Trust
Illinois
$3.87M -$309K -11,594 -8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$3.03M -$335K -12,559 -11%
CFM
22
Crawford Fund Management
Massachusetts
$2.92M +$2.63M +98,779 New
Charles Schwab
23
Charles Schwab
California
$2.9M -$131K -4,929 -5%
Jane Street
24
Jane Street
New York
$2.89M +$2.17M +81,308 +452%
Creative Planning
25
Creative Planning
Kansas
$2.77M +$44.8K +1,681 +2%

CLFD Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q4 2023, worth a combined $298M — up 4% from $286M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CLFD positions and 33 closed out — a net gain of 2 holders — while 42 added to existing stakes and 40 trimmed.

The largest buyer was Boston Partners, adding an estimated $12.2M. The largest seller was BlackRock, cutting an estimated $25.6M.

  • 138 institutional investors held Clearfield (CLFD) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $298M of Clearfield stock for Q4 2023, up 4% quarter-over-quarter.
  • 35 funds opened new Clearfield positions in Q4 2023 and 33 closed out, a net change of +2 holders.
  • The largest Clearfield buyer in Q4 2023 was Boston Partners, an estimated $12.2M added.
  • The largest Clearfield seller in Q4 2023 was BlackRock, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2023.