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Choiceone Financial
COFS

48 hedge funds and large institutions have $25.9M invested in Choiceone Financial in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

7% more funds holding

Funds holding: 45 → 48 (+3)

0.23% less ownership

Funds ownership: 17.74% → 17.52% (-0.23%)

15% less capital invested

Capital invested by funds: $30.7M → $25.9M (-$4.75M)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$162K
2
Bank of America
Bank of America
North Carolina
+$85.6K
3
State Street
State Street
Massachusetts
+$80.7K
4
BlackRock
BlackRock
New York
+$64K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$48.3K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$228K
2
Citigroup
Citigroup
New York
-$47.7K
3
Morgan Stanley
Morgan Stanley
New York
-$30.9K
4
JP Morgan Chase
JP Morgan Chase
New York
-$28K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$23.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$83.5K +$1.26K +54 +1%
Barclays
27
Barclays
United Kingdom
$74.5K -$979 -42 -1%
MIM
28
MetLife Investment Management
New Jersey
$74.3K – – –
AIG
29
American International Group
New York
$68.5K +$2.89K +124 +4%
Wells Fargo
30
Wells Fargo
California
$33.8K -$21.9K -938 -35%
HNB
31
Huntington National Bank
Ohio
$33.5K – – –
GI
32
Gradient Investments
Minnesota
$32K – – –
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$30.3K -$18.2K -783 -34%
Osaic Holdings
34
Osaic Holdings
Arizona
$28.9K +$5.13K +220 +18%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$23K +$5.89K +253 +28%
TRCT
36
Tower Research Capital (TRC)
New York
$16.1K +$10.9K +466 +132%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$13.5K +$16K +688 New
Legal & General Group
38
Legal & General Group
United Kingdom
$13.2K – – –
AB
39
Amalgamated Bank
New York
$13K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$11.3K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$10.8K – – –
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$7.7K – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$2.3K +$2.73K +117 New
C
44
Covestor
United Kingdom
$1K +$1.4K +60 New
IA
45
IFP Advisors
Florida
$982 – – –
Citigroup
46
Citigroup
New York
$687 -$47.7K -2,046 -98%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$157 +$186 +8 New
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$157 +$186 +8 New
N
49
Nuveen
North Carolina
– -$228K -9,915 Closed
1
2

COFS Hedge Fund Activity: Q3 2023 in Review

48 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q3 2023, worth a combined $25.9M — down 15% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new COFS positions and 1 closed out — a net gain of 4 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $162K. The largest seller was Nuveen, exiting entirely with an estimated $228K sold.

  • 48 institutional investors held Choiceone Financial (COFS) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $25.9M of Choiceone Financial stock for Q3 2023, down 15% quarter-over-quarter.
  • 5 funds opened new Choiceone Financial positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Choiceone Financial buyer in Q3 2023 was Vanguard Group, an estimated $162K added.
  • The largest Choiceone Financial seller in Q3 2023 was Nuveen, an estimated $228K sold.

Based on aggregated 13F filings for Q3 2023.