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Choiceone Financial
COFS

41 hedge funds and large institutions have $33.5M invested in Choiceone Financial in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 40 → 41 (+1)

0.37% more ownership

Funds ownership: 17.55% → 17.92% (+0.37%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

20% less capital invested

Capital invested by funds: $42.1M → $33.5M (-$8.59M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$772K
2
FIA
FNY Investment Advisers
New York
+$446K
3
Goldman Sachs
Goldman Sachs
New York
+$385K
4
Bank of America
Bank of America
North Carolina
+$337K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$234K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$464K
2
Wells Fargo
Wells Fargo
California
-$388K
3
State Street
State Street
Massachusetts
-$384K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$226K
5
Northern Trust
Northern Trust
Illinois
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$115K -$12.2K -447 -9%
Morgan Stanley
27
Morgan Stanley
New York
$81K -$148K -5,424 -62%
HI
28
Harbour Investments
Wisconsin
$72K +$82.2K +3,013 New
Wells Fargo
29
Wells Fargo
California
$61K -$388K -14,226 -85%
HNB
30
Huntington National Bank
Ohio
$42K – – –
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$35K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$34K -$2.62K -96 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$19K +$9.5K +348 +78%
Osaic Holdings
34
Osaic Holdings
Arizona
$18K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$15K – – –
Legal & General Group
37
Legal & General Group
United Kingdom
$14K – – –
Citigroup
38
Citigroup
New York
$12K -$25K -917 -65%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5K -$25.3K -927 -82%
AIG
40
American International Group
New York
$103 +$327 +12 +0.3%
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$48 – – –
Millennium Management
42
Millennium Management
New York
– -$464K -15,063 Closed
RJFSA
43
Raymond James Financial Services Advisors
Florida
– -$226K -7,331 Closed
CAAS
44
Capital Asset Advisory Services
Michigan
– -$153K -4,951 Closed
1
2

COFS Hedge Fund Activity: Q1 2021 in Review

41 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q1 2021, worth a combined $33.5M — down 20% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new COFS positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $772K. The largest seller was Millennium Management, exiting entirely with an estimated $464K sold.

  • 41 institutional investors held Choiceone Financial (COFS) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $33.5M of Choiceone Financial stock for Q1 2021, down 20% quarter-over-quarter.
  • 4 funds opened new Choiceone Financial positions in Q1 2021 and 3 closed out, a net change of +1 holder.
  • The largest Choiceone Financial buyer in Q1 2021 was BlackRock, an estimated $772K added.
  • The largest Choiceone Financial seller in Q1 2021 was Millennium Management, an estimated $464K sold.

Based on aggregated 13F filings for Q1 2021.