We are live on ! Find out more
COFS icon

Choiceone Financial
COFS

78 hedge funds and large institutions have $117M invested in Choiceone Financial in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $93.2M → $117M (+$23.9M)

10% more funds holding

Funds holding: 71 → 78 (+7)

3.02% more ownership

Funds ownership: 33.66% → 36.68% (+3%)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
42
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$4.16M
2
American Century Companies
American Century Companies
Missouri
+$1.92M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26M
4
BlackRock
BlackRock
New York
+$1.07M
5
SBH
Segall Bryant & Hamill
Illinois
+$885K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$1.97M
2
JAM
Jacobs Asset Management
New York
-$1.28M
3
KCM
Kennedy Capital Management
Missouri
-$1.26M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$811K
5
Marshall Wace
Marshall Wace
United Kingdom
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
26
HBW Advisory Services
California
$883K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$866K +$79.5K +2,321 +11%
Charles Schwab
28
Charles Schwab
California
$845K +$43.3K +1,263 +6%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$800K +$181K +5,290 +31%
LPL Financial
30
LPL Financial
California
$718K +$36.9K +1,077 +6%
Squarepoint
31
Squarepoint
New York
$693K +$107K +3,127 +19%
HighTower Advisors
32
HighTower Advisors
Illinois
$620K – – –
Stifel Financial
33
Stifel Financial
Missouri
$615K +$212K +6,189 +56%
N
34
Nuveen
North Carolina
$569K – – –
Barclays
35
Barclays
United Kingdom
$565K +$85.8K +2,506 +19%
Invesco
36
Invesco
Georgia
$506K +$16.5K +483 +4%
UBS Group
37
UBS Group
Switzerland
$496K +$34.7K +1,012 +8%
Bank of America
38
Bank of America
North Carolina
$395K +$174K +5,076 +85%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$394K +$254K +7,406 +203%
NAS
40
NWF Advisory Services
California
$368K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$352K +$338K +9,864 New
Deutsche Bank
42
Deutsche Bank
Germany
$301K +$150K +4,393 +108%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$291K +$20.9K +611 +8%
TI
44
Trexquant Investment
Connecticut
$268K +$258K +7,519 New
HSBC Holdings
45
HSBC Holdings
United Kingdom
$260K +$246K +7,173 New
Citigroup
46
Citigroup
New York
$246K +$28.2K +823 +14%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$198K +$61.8K +1,804 +48%
Wells Fargo
48
Wells Fargo
California
$174K +$36.5K +1,065 +28%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$174K +$206 +6 +0.1%
LSV Asset Management
50
LSV Asset Management
Illinois
$173K – – –
1
2
3 4

COFS Hedge Fund Activity: Q4 2024 in Review

78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q4 2024, worth a combined $117M — up 26% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COFS positions and 4 closed out — a net gain of 7 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.16M. The largest seller was Maltese Capital Management, cutting an estimated $1.97M.

  • 78 institutional investors held Choiceone Financial (COFS) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $117M of Choiceone Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 11 funds opened new Choiceone Financial positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest Choiceone Financial buyer in Q4 2024 was Fourthstone LLC, an estimated $4.16M added.
  • The largest Choiceone Financial seller in Q4 2024 was Maltese Capital Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2024.