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Choiceone Financial
COFS

53 hedge funds and large institutions have $42.4M invested in Choiceone Financial in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0.24% more ownership

Funds ownership: 20.26% → 20.51% (+0.24%)

0% more funds holding

Funds holding: 53 → 53 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5% less capital invested

Capital invested by funds: $44.8M → $42.4M (-$2.43M)

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$742K
2
Invesco
Invesco
Georgia
+$533K
3
State Street
State Street
Massachusetts
+$277K
4
American Century Companies
American Century Companies
Missouri
+$267K
5
JP Morgan Chase
JP Morgan Chase
New York
+$152K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$537K
2
BlackRock
BlackRock
New York
-$462K
3
LPL Financial
LPL Financial
California
-$236K
4
SWM
Shakespeare Wealth Management
Wisconsin
-$132K
5
Barclays
Barclays
United Kingdom
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$268K -$111K -4,111 -30%
Barclays
27
Barclays
United Kingdom
$200K -$126K -4,704 -39%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$198K +$9.52K +354 +5%
LSV Asset Management
29
LSV Asset Management
Illinois
$133K – – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$131K +$32.6K +1,211 +34%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$117K – – –
Bank of America
32
Bank of America
North Carolina
$111K -$120K -4,460 -52%
MIM
33
MetLife Investment Management
New Jersey
$103K – – –
AIG
34
American International Group
New York
$94.2K -$780 -29 -0.8%
Deutsche Bank
35
Deutsche Bank
Germany
$87.5K +$2.66K +99 +3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$81K -$53.2K -1,978 -40%
Wells Fargo
37
Wells Fargo
California
$67.4K +$8.52K +317 +15%
HNB
38
Huntington National Bank
Ohio
$46.6K – – –
GI
39
Gradient Investments
Minnesota
$44.6K – – –
Citigroup
40
Citigroup
New York
$35.9K +$8.5K +316 +32%
Osaic Holdings
41
Osaic Holdings
Arizona
$34.2K – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$19.2K -$12K -448 -39%
Legal & General Group
43
Legal & General Group
United Kingdom
$16.3K – – –
AIP
44
Ameritas Investment Partners
Nebraska
$15.8K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$15.1K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$13.7K +$215 +8 +2%
TRCT
47
Tower Research Capital (TRC)
New York
$12.2K -$9.71K -361 -45%
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$10.7K – – –
AB
49
Amalgamated Bank
New York
$6K -$10.1K -374 -61%
GI
50
GAMMA Investing
California
$1.34K – – –
1
2
3

COFS Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q1 2024, worth a combined $42.4M — down 5.4% from $44.8M a quarter earlier.

Fund positioning in COFS was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 14 trimmed.

The largest buyer was Cerity Partners, adding an estimated $742K. The largest seller was Morgan Stanley, cutting an estimated $537K.

  • 53 institutional investors held Choiceone Financial (COFS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $42.4M of Choiceone Financial stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 3 funds opened new Choiceone Financial positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest Choiceone Financial buyer in Q1 2024 was Cerity Partners, an estimated $742K added.
  • The largest Choiceone Financial seller in Q1 2024 was Morgan Stanley, an estimated $537K sold.

Based on aggregated 13F filings for Q1 2024.