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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
Wells Fargo
51
Wells Fargo
California
$118K +$21.1K +736 +24%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$117K +$8.45K +294 +8%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$113K +$105K +3,647 New
HNB
54
Huntington National Bank
Ohio
$56.5K +$3.56K +124 +7%
MFS
55
Mattson Financial Services
Michigan
$46.7K
Osaic Holdings
56
Osaic Holdings
Arizona
$38.7K
TRCT
57
Tower Research Capital (TRC)
New York
$29.1K -$20.1K -699 -43%
Legal & General Group
58
Legal & General Group
United Kingdom
$23K +$4.2K +146 +24%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$19.2K +$3.22K +112 +22%
AIP
60
Ameritas Investment Partners
Nebraska
$17.8K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$17K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$15.9K +$345 +12 +2%
BWP
63
Baldwin Wealth Partners
Massachusetts
$13.1K +$12.2K +423 New
CFB
64
Cullen/Frost Bankers
Texas
$10.8K +$10K +349 New
AB
65
Amalgamated Bank
New York
$7K
CA
66
Continuum Advisory
Idaho
$5.59K +$4.51K +157 New
AWM
67
Avior Wealth Management
Nebraska
$4.14K +$3.85K +134 New
HCA
68
Harbor Capital Advisors
Illinois
$2K +$1.41K +49 New
C
69
Covestor
United Kingdom
$1K -$374 -13 -29%
SCM
70
Sterling Capital Management
North Carolina
$680 +$632 +22 New
CPA
71
Capital Performance Advisors
California
$402 +$374 +13 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
-$281K -9,798 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
-$237K -8,518 Closed
GI
74
Gradient Investments
Minnesota
-$46.7K -1,630 Closed
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
-$6.07K -212 Closed

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.