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Choiceone Financial
COFS

53 hedge funds and large institutions have $44.8M invested in Choiceone Financial in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

73% more capital invested

Capital invested by funds: $25.9M → $44.8M (+$18.9M)

10% more funds holding

Funds holding: 48 → 53 (+5)

2.75% more ownership

Funds ownership: 17.52% → 20.26% (+2.7%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.49M
2
Cerity Partners
Cerity Partners
New York
+$1.08M
3
Morgan Stanley
Morgan Stanley
New York
+$614K
4
Citadel Advisors
Citadel Advisors
Florida
+$313K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$262K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$68.9K
2
BCM
Bridgeway Capital Management
Texas
-$54.2K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$28.2K
4
NAS
NWF Advisory Services
California
-$19.9K
5
State Street
State Street
Massachusetts
-$19.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$250K -$68.9K -2,953 -26%
LPL Financial
27
LPL Financial
California
$236K +$188K +8,055 New
JP Morgan Chase
28
JP Morgan Chase
New York
$220K +$69.5K +2,978 +66%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$202K -$6.09K -261 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$145K +$87.7K +3,761 +321%
LSV Asset Management
31
LSV Asset Management
Illinois
$142K – – –
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$125K +$163 +7 +0.2%
SG Americas Securities
33
SG Americas Securities
New York
$111K +$88.6K +3,800 New
MIM
34
MetLife Investment Management
New Jersey
$111K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$105K -$28.2K -1,211 -25%
AIG
36
American International Group
New York
$102K -$327 -14 -0.4%
Deutsche Bank
37
Deutsche Bank
Germany
$90.9K +$72.4K +3,102 New
Wells Fargo
38
Wells Fargo
California
$62.9K +$9.91K +425 +25%
HNB
39
Huntington National Bank
Ohio
$49.9K – – –
GI
40
Gradient Investments
Minnesota
$47.8K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$36.7K -$5.13K -220 -15%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$33.7K -$9.12K -391 -25%
Citigroup
43
Citigroup
New York
$29.2K +$22.4K +961 +2,746%
TRCT
44
Tower Research Capital (TRC)
New York
$23.6K -$257 -11 -1%
AB
45
Amalgamated Bank
New York
$18K -$1.63K -70 -10%
Legal & General Group
46
Legal & General Group
United Kingdom
$17.5K -$1.73K -74 -11%
AIP
47
Ameritas Investment Partners
Nebraska
$16.9K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$16.1K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$14.5K +$11.3K +486 +6,075%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$11.5K – – –
1
2
3

COFS Hedge Fund Activity: Q4 2023 in Review

53 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q4 2023, worth a combined $44.8M — up 73% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new COFS positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $1.49M. The largest seller was Bank of America, cutting an estimated $68.9K.

  • 53 institutional investors held Choiceone Financial (COFS) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $44.8M of Choiceone Financial stock for Q4 2023, up 73% quarter-over-quarter.
  • 9 funds opened new Choiceone Financial positions in Q4 2023 and 4 closed out, a net change of +5 holders.
  • The largest Choiceone Financial buyer in Q4 2023 was BlackRock, an estimated $1.49M added.
  • The largest Choiceone Financial seller in Q4 2023 was Bank of America, an estimated $68.9K sold.

Based on aggregated 13F filings for Q4 2023.