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Choiceone Financial
COFS

Overview Fund Activity

37 hedge funds and large institutions have $28M invested in Choiceone Financial in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+21
Holders Change %
+131.25%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
5
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$9.69M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$6.36M
3
State Street
State Street
Massachusetts
+$2.18M
4
SWM
Shakespeare Wealth Management
Wisconsin
+$1.39M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.34M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$827K
2
CCM
Cutler Capital Management
Massachusetts
-$514K
3
ECM
ExodusPoint Capital Management
New York
-$316K
4
RJA
Raymond James & Associates
Florida
-$233K
5
Macquarie Group
Macquarie Group
Australia
-$16K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$9.69M +$9.69M +327,786 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.36M +$6.36M +215,051 New
State Street
3
State Street
Massachusetts
$2.18M +$2.18M +73,900 New
SWM
4
Shakespeare Wealth Management
Wisconsin
$1.39M +$1.39M +47,076 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.34M +$1.34M +45,167 New
CCM
6
Cutler Capital Management
Massachusetts
$887K -$514K -17,399 -37%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$550K +$550K +18,594 New
HighTower Advisors
8
HighTower Advisors
Illinois
$515K – – –
LPL Financial
9
LPL Financial
California
$494K – – –
Charles Schwab
10
Charles Schwab
California
$436K +$436K +14,717 New
Northern Trust
11
Northern Trust
Illinois
$398K +$398K +13,466 New
Wells Fargo
12
Wells Fargo
California
$381K +$378K +12,792 +12,183%
Bank of America
13
Bank of America
North Carolina
$378K +$89K +3,007 +31%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$335K +$335K +11,318 New
Stifel Financial
15
Stifel Financial
Missouri
$327K – – –
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$304K +$304K +10,287 New
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$252K +$252K +8,518 New
UBS Group
18
UBS Group
Switzerland
$227K +$58.6K +1,986 +35%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$186K +$186K +6,300 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$173K +$173K +5,860 New
Barclays
21
Barclays
United Kingdom
$149K +$149K +5,042 New
Morgan Stanley
22
Morgan Stanley
New York
$141K +$37K +1,257 +36%
AIG
23
American International Group
New York
$123K +$123K +4,173 New
MIM
24
MetLife Investment Management
New Jersey
$119K +$119K +4,026 New
SG Americas Securities
25
SG Americas Securities
New York
$115K +$115K +3,881 New
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