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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$742K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$533K |
| 3 |
State Street
Boston,
Massachusetts
|
+$277K |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$267K |
| 5 |
JP Morgan Chase
New York
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$537K |
| 2 |
BlackRock
New York
|
-$462K |
| 3 |
LPL Financial
San Diego,
California
|
-$236K |
| 4 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
-$132K |
| 5 |
Barclays
London,
United Kingdom
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
51
Covestor
London,
United Kingdom
| $1K | -$2.18K | -81 | -78% |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| $301 | +$296 | +11 | New |
|
|
53
LPL Financial
San Diego,
California
| – | -$236K | -8,055 | Closed |
|
54
SG Americas Securities
New York
| – | -$111K | -3,800 | Closed |
|
|
WTG
55
West Tower Group
Richmond,
Virginia
| – | -$2.67K | -91 | Closed |
|
|
FIA
56
FNY Investment Advisers
New York
| – | +$807 | +30 | New |
|
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.