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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$440K |
| 2 |
BlackRock
New York
|
+$258K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$217K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$150K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$83.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$939K |
| 2 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$323K |
| 3 |
JP Morgan Chase
New York
|
-$228K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$123K |
| 5 |
AIG
American International Group
New York
|
-$94.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| $14.6K | -$4.89K | -192 | -27% |
|
52
Fidelity Investments
Boston,
Massachusetts
| $14.4K | +$25 | +1 | +0.2% |
|
|
AB
53
Amalgamated Bank
New York
| $7K | – | – | – |
|
54
Qube Research & Technologies (QRT)
London,
United Kingdom
| $6.07K | +$5.12K | +201 | +1,827% |
|
|
C
55
Covestor
London,
United Kingdom
| $1K | +$561 | +22 | +96% |
|
|
AIG
56
American International Group
New York
| – | -$94.2K | -3,443 | Closed |
|
|
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$10.7K | -392 | Closed |
|
|
GI
58
GAMMA Investing
Foster City,
California
| – | -$1.34K | -49 | Closed |
|
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.