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Choiceone Financial

71 hedge funds and large institutions have $93.2M invested in Choiceone Financial in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

343% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 7

111% more capital invested

Capital invested by funds: $44.3M → $93.2M (+$48.9M)

29% more funds holding

Funds holding: 5571 (+16)

13.24% more ownership

Funds ownership: 20.42%33.66% (+13%)

Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
31
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$648K -$21.8K -759 -3%
Goldman Sachs
27
Goldman Sachs
New York
$643K +$598K +20,792 New
LPL Financial
28
LPL Financial
California
$590K +$51.8K +1,802 +10%
HighTower Advisors
29
HighTower Advisors
Illinois
$538K
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$530K +$166K +5,766 +51%
Squarepoint
31
Squarepoint
New York
$505K +$469K +16,330 New
N
32
Nuveen
North Carolina
$494K +$53K +1,844 +13%
American Century Companies
33
American Century Companies
Missouri
$430K +$118K +4,089 +42%
Invesco
34
Invesco
Georgia
$424K -$465K -16,181 -54%
Barclays
35
Barclays
United Kingdom
$413K +$243K +8,463 +173%
UBS Group
36
UBS Group
Switzerland
$399K +$51.8K +1,804 +16%
Stifel Financial
37
Stifel Financial
Missouri
$342K
JP Morgan Chase
38
JP Morgan Chase
New York
$337K +$191K +6,652 +157%
NAS
39
NWF Advisory Services
California
$319K
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$233K -$1.15K -40 -0.5%
Marshall Wace
41
Marshall Wace
United Kingdom
$208K +$193K +6,717 New
Citigroup
42
Citigroup
New York
$188K +$129K +4,490 +284%
Bank of America
43
Bank of America
North Carolina
$185K +$14.9K +519 +9%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$151K +$1.75K +61 +1%
LSV Asset Management
45
LSV Asset Management
Illinois
$150K
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$141K +$37.6K +1,310 +40%
CF
47
Corebridge Financial
Texas
$138K +$19.3K +672 +18%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$132K
MIM
49
MetLife Investment Management
New Jersey
$129K
Deutsche Bank
50
Deutsche Bank
Germany
$126K +$68K +2,365 +139%

COFS Hedge Fund Activity: Q3 2024 in Review

71 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q3 2024, worth a combined $93.2M — up 111% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new COFS positions and 4 closed out — a net gain of 17 holders — while 31 added to existing stakes and 7 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $10.2M. The largest seller was Invesco, cutting an estimated $465K.

  • 71 institutional investors held Choiceone Financial (COFS) as of Q3 2024, up from 55 in Q2 2024.
  • Funds reported $93.2M of Choiceone Financial stock for Q3 2024, up 111% quarter-over-quarter.
  • 21 funds opened new Choiceone Financial positions in Q3 2024 and 4 closed out, a net change of +17 holders.
  • The largest Choiceone Financial buyer in Q3 2024 was Fourthstone LLC, an estimated $10.2M added.
  • The largest Choiceone Financial seller in Q3 2024 was Invesco, an estimated $465K sold.

Based on aggregated 13F filings for Q3 2024.