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Choiceone Financial
COFS

55 hedge funds and large institutions have $44.3M invested in Choiceone Financial in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 53 → 55 (+2)

4% more capital invested

Capital invested by funds: $42.4M → $44.3M (+$1.89M)

0.08% less ownership

Funds ownership: 20.51% → 20.42% (-0.08%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$440K
2
BlackRock
BlackRock
New York
+$258K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$217K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$150K
5
N
Nuveen
North Carolina
+$83.9K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$939K
2
IGWM
ICA Group Wealth Management
Colorado
-$323K
3
JP Morgan Chase
JP Morgan Chase
New York
-$228K
4
UBS Group
UBS Group
Switzerland
-$123K
5
AIG
American International Group
New York
-$94.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$237K +$217K +8,518 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$218K +$8.87K +348 +5%
Bank of America
28
Bank of America
North Carolina
$157K +$36.2K +1,422 +35%
Barclays
29
Barclays
United Kingdom
$140K -$61.9K -2,430 -33%
LSV Asset Management
30
LSV Asset Management
Illinois
$139K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$138K +$408 +16 +0.3%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$122K -$51 -2 -0%
JP Morgan Chase
33
JP Morgan Chase
New York
$121K -$228K -8,954 -68%
MIM
34
MetLife Investment Management
New Jersey
$120K +$9.99K +392 +10%
CF
35
Corebridge Financial
Texas
$108K +$96.5K +3,784 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$99K +$12.9K +506 +17%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$93.2K +$82.9K +3,254 New
Wells Fargo
38
Wells Fargo
California
$88.5K +$15.9K +625 +25%
IGWM
39
ICA Group Wealth Management
Colorado
$84.1K -$323K -12,676 -81%
HNB
40
Huntington National Bank
Ohio
$48.8K – – –
Deutsche Bank
41
Deutsche Bank
Germany
$48.7K -$38.3K -1,502 -47%
TRCT
42
Tower Research Capital (TRC)
New York
$47K +$30.5K +1,195 +268%
GI
43
Gradient Investments
Minnesota
$46.7K – – –
MFS
44
Mattson Financial Services
Michigan
$46.7K +$41.6K +1,630 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$46.2K +$41.1K +1,614 New
Citigroup
46
Citigroup
New York
$45.3K +$6.86K +269 +21%
Osaic Holdings
47
Osaic Holdings
Arizona
$35.8K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$17.1K – – –
AIP
49
Ameritas Investment Partners
Nebraska
$16.5K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$15.8K – – –
1
2
3

COFS Hedge Fund Activity: Q2 2024 in Review

55 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q2 2024, worth a combined $44.3M — up 4.5% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new COFS positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $440K. The largest seller was Cerity Partners, cutting an estimated $939K.

  • 55 institutional investors held Choiceone Financial (COFS) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $44.3M of Choiceone Financial stock for Q2 2024, up 4.5% quarter-over-quarter.
  • 6 funds opened new Choiceone Financial positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Choiceone Financial buyer in Q2 2024 was LPL Financial, an estimated $440K added.
  • The largest Choiceone Financial seller in Q2 2024 was Cerity Partners, an estimated $939K sold.

Based on aggregated 13F filings for Q2 2024.