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Clearfield

134 hedge funds and large institutions have $349M invested in Clearfield in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $3.69M | Put options by funds: $993K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $356M → $349M (-$6.39M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

1.83% less ownership

Funds ownership: 64.83%63% (-1.8%)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
41
Reduced
42
Closed
17
Calls
$3.69M
Puts
$993K
Net Calls
+$2.69M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.9M +$567K +14,593 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.2M -$176K -4,534 -0.5%
AAM
3
ACK Asset Management
Connecticut
$27.1M
Boston Partners
4
Boston Partners
Massachusetts
$26.5M -$3.62M -93,226 -12%
RA
5
Royce & Associates
New York
$18.1M -$1.24M -31,932 -6%
NM
6
Newtyn Management
New York
$16.3M
State Street
7
State Street
Massachusetts
$11.5M -$133K -3,425 -1%
MPI
8
Mairs & Power Inc
Minnesota
$11.3M +$327K +8,410 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.2M -$217K -5,569 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.7M -$76.7K -1,974 -0.7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$10.7M +$1.77M +45,475 +20%
SBH
12
Segall Bryant & Hamill
Illinois
$9.7M +$1.06M +27,178 +12%
PAIM
13
Punch & Associates Investment Management
Minnesota
$8.51M +$1.05M +27,000 +14%
DSCM
14
Divisadero Street Capital Management
Florida
$8.14M +$262K +6,749 +3%
Federated Hermes
15
Federated Hermes
Pennsylvania
$6.92M -$528K -13,589 -7%
Marshall Wace
16
Marshall Wace
United Kingdom
$6.02M -$1.08M -27,779 -15%
GIPM
17
G2 Investment Partners Management
New York
$5.95M +$3.39M +87,235 +133%
DIA
18
Dana Investment Advisors
Wisconsin
$4.8M -$784K -20,168 -14%
Morgan Stanley
19
Morgan Stanley
New York
$4.62M -$108K -2,783 -2%
Northern Trust
20
Northern Trust
Illinois
$4.49M -$209K -5,371 -4%
Creative Planning
21
Creative Planning
Kansas
$3.84M +$19.9K +511 +0.5%
Charles Schwab
22
Charles Schwab
California
$3.8M -$41.2K -1,059 -1%
Barclays
23
Barclays
United Kingdom
$3.43M +$2.13M +54,670 +164%
Goldman Sachs
24
Goldman Sachs
New York
$3.11M -$6.17M -158,755 -67%
UBS Group
25
UBS Group
Switzerland
$2.61M +$468K +12,030 +22%

CLFD Hedge Fund Activity: Q3 2024 in Review

134 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q3 2024, worth a combined $349M — down 1.8% from $356M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CLFD positions and 17 closed out — a net gain of 3 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was G2 Investment Partners Management, adding an estimated $3.39M. The largest seller was Goldman Sachs, cutting an estimated $6.17M.

  • 134 institutional investors held Clearfield (CLFD) as of Q3 2024, up from 131 in Q2 2024.
  • Funds reported $349M of Clearfield stock for Q3 2024, down 1.8% quarter-over-quarter.
  • 20 funds opened new Clearfield positions in Q3 2024 and 17 closed out, a net change of +3 holders.
  • The largest Clearfield buyer in Q3 2024 was G2 Investment Partners Management, an estimated $3.39M added.
  • The largest Clearfield seller in Q3 2024 was Goldman Sachs, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2024.