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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$4.16M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.92M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.26M |
| 4 |
BlackRock
New York
|
+$1.07M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
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
St Louis,
Missouri
|
-$1.26M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$811K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
76
Harbor Capital Advisors
Chicago,
Illinois
| $2K | -$34 | -1 | -2% |
|
|
BBHC
77
Brown Brothers Harriman & Co
New York
| $1.68K | +$1.61K | +47 | New |
|
|
GI
78
GAMMA Investing
Foster City,
California
| $285 | +$274 | +8 | New |
|
|
79
AllianceBernstein
Nashville,
Tennessee
| – | -$811K | -26,250 | Closed |
|
|
80
Marshall Wace
London,
United Kingdom
| – | -$208K | -6,717 | Closed |
|
|
BWP
81
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$13.1K | -423 | Closed |
|
|
CPA
82
Capital Performance Advisors
Walnut Creek,
California
| – | -$402 | -13 | Closed |
|
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.