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Choiceone Financial

45 hedge funds and large institutions have $30.7M invested in Choiceone Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

29% more funds holding

Funds holding: 3545 (+10)

22% more capital invested

Capital invested by funds: $25.2M → $30.7M (+$5.49M)

4.45% more ownership

Funds ownership: 13.29%17.74% (+4.5%)

Holders
45
Holders Change
+10
Holders Change %
+28.57%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
14
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$113K
LSV Asset Management
27
LSV Asset Management
Illinois
$112K
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$96.6K +$97.3K +4,200 New
Barclays
29
Barclays
United Kingdom
$88.2K +$32.4K +1,398 +57%
MIM
30
MetLife Investment Management
New Jersey
$87K +$87.6K +3,784 New
AIG
31
American International Group
New York
$77.3K +$77.9K +3,362 New
Wells Fargo
32
Wells Fargo
California
$61.2K +$60.5K +2,613 +5,444%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$53.5K +$53.8K +2,324 New
Citigroup
34
Citigroup
New York
$47.9K -$117K -5,031 -71%
HNB
35
Huntington National Bank
Ohio
$39.2K
GI
36
Gradient Investments
Minnesota
$37.5K -$51K -2,200 -57%
Osaic Holdings
37
Osaic Holdings
Arizona
$28.8K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$21K +$21.3K +920 New
AB
39
Amalgamated Bank
New York
$16K +$15.8K +680 New
Legal & General Group
40
Legal & General Group
United Kingdom
$15.4K +$15.5K +671 New
AIP
41
Ameritas Investment Partners
Nebraska
$13.3K +$13.4K +577 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$12.7K
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
$9.02K +$9.08K +392 New
TRCT
44
Tower Research Capital (TRC)
New York
$8.1K +$3.1K +134 +61%
IA
45
IFP Advisors
Florida
$1.15K +$1.16K +50 New
FL
46
Fourthstone LLC
Missouri
-$4.14M -164,146 Closed
Millennium Management
47
Millennium Management
New York
-$1.52M -60,339 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$989K -39,169 Closed
Jane Street
49
Jane Street
New York
-$390K -15,462 Closed
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
-$287K -11,359 Closed

COFS Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q2 2023, worth a combined $30.7M — up 22% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new COFS positions and 7 closed out — a net gain of 10 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $7.06M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $4.14M sold.

  • 45 institutional investors held Choiceone Financial (COFS) as of Q2 2023, up from 35 in Q1 2023.
  • Funds reported $30.7M of Choiceone Financial stock for Q2 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Choiceone Financial positions in Q2 2023 and 7 closed out, a net change of +10 holders.
  • The largest Choiceone Financial buyer in Q2 2023 was BlackRock, an estimated $7.06M added.
  • The largest Choiceone Financial seller in Q2 2023 was Fourthstone LLC, an estimated $4.14M sold.

Based on aggregated 13F filings for Q2 2023.