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Clearfield

131 hedge funds and large institutions have $356M invested in Clearfield in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $2.6M

21% more capital invested

Capital invested by funds: $294M → $356M (+$62.2M)

0.14% more ownership

Funds ownership: 64.69%64.83% (+0.14%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

6% less funds holding

Funds holding: 139131 (-8)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
40
Reduced
40
Closed
29
Calls
$12.2M
Puts
$2.6M
Net Calls
+$9.63M
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.9M +$773K +22,253 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37M -$1.84M -52,921 -5%
Boston Partners
3
Boston Partners
Massachusetts
$29.9M -$1.21M -34,761 -4%
AAM
4
ACK Asset Management
Connecticut
$26.8M +$1.04M +30,000 +5%
RA
5
Royce & Associates
New York
$19.1M +$3.36M +96,671 +24%
NM
6
Newtyn Management
New York
$16.1M +$611K +17,572 +4%
State Street
7
State Street
Massachusetts
$11.5M -$138K -3,981 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.3M +$168K +4,841 +2%
MPI
9
Mairs & Power Inc
Minnesota
$10.9M +$783K +22,530 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.7M +$2.4M +69,026 +33%
Goldman Sachs
11
Goldman Sachs
New York
$9.2M +$5.49M +157,880 +196%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$8.8M +$3.6M +103,648 +83%
SBH
13
Segall Bryant & Hamill
Illinois
$8.56M -$140K -4,023 -2%
DSCM
14
Divisadero Street Capital Management
Florida
$7.8M +$7.03M +202,298 New
PAIM
15
Punch & Associates Investment Management
Minnesota
$7.38M +$5.12M +147,480 +335%
Federated Hermes
16
Federated Hermes
Pennsylvania
$7.37M -$2.57K -74 -0%
Marshall Wace
17
Marshall Wace
United Kingdom
$7.03M -$94.9K -2,732 -1%
DIA
18
Dana Investment Advisors
Wisconsin
$5.53M -$628K -18,084 -11%
Morgan Stanley
19
Morgan Stanley
New York
$4.68M +$1.4M +40,199 +49%
Northern Trust
20
Northern Trust
Illinois
$4.65M -$283K -8,142 -6%
Citadel Advisors
21
Citadel Advisors
Florida
$4.47M -$1.59M -45,682 -28%
Charles Schwab
22
Charles Schwab
California
$3.81M -$62.1K -1,788 -2%
Creative Planning
23
Creative Planning
Kansas
$3.78M +$84.3K +2,426 +3%
CFM
24
Crawford Fund Management
Massachusetts
$3.21M -$969K -27,873 -25%
Millennium Management
25
Millennium Management
New York
$2.55M -$5.13M -147,584 -69%

CLFD Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q2 2024, worth a combined $356M — up 21% from $294M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CLFD and 23 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 40 added.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $7.03M. The largest seller was Franklin Resources, cutting an estimated $10.5M.

  • 131 institutional investors held Clearfield (CLFD) as of Q2 2024, down from 139 in Q1 2024.
  • Funds reported $356M of Clearfield stock for Q2 2024, up 21% quarter-over-quarter.
  • 23 funds opened new Clearfield positions in Q2 2024 and 29 closed out, a net change of -6 holders.
  • The largest Clearfield buyer in Q2 2024 was Divisadero Street Capital Management, an estimated $7.03M added.
  • The largest Clearfield seller in Q2 2024 was Franklin Resources, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.