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Choiceone Financial

26 hedge funds and large institutions have $20.7M invested in Choiceone Financial in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 10.79%11.02% (+0.23%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4% less capital invested

Capital invested by funds: $21.6M → $20.7M (-$924K)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.4M -$45.2K -1,753 -0.6%
JAM
2
Jacobs Asset Management
New York
$2.74M
Millennium Management
3
Millennium Management
New York
$1.65M -$8.87K -344 -0.5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.41M -$4.02K -156 -0.3%
CCM
5
Cutler Capital Management
Massachusetts
$1.15M
SWM
6
Shakespeare Wealth Management
Wisconsin
$1.1M -$68.5K -2,657 -6%
Renaissance Technologies
7
Renaissance Technologies
New York
$764K +$32.5K +1,261 +4%
BlackRock
8
BlackRock
New York
$757K -$35.1K -1,360 -4%
HAS
9
HBW Advisory Services
California
$577K
State Street
10
State Street
Massachusetts
$557K +$59.9K +2,323 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$436K
Northern Trust
12
Northern Trust
Illinois
$403K -$19.3K -747 -4%
IGWM
13
ICA Group Wealth Management
Colorado
$290K +$343K +13,316 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$281K +$17.3K +670 +6%
Stifel Financial
15
Stifel Financial
Missouri
$277K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$265K +$2.91K +113 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$244K +$251K +9,730 New
UBS Group
18
UBS Group
Switzerland
$121K
Morgan Stanley
19
Morgan Stanley
New York
$116K +$21.8K +846 +22%
Barclays
20
Barclays
United Kingdom
$67K
HNB
21
Huntington National Bank
Ohio
$43K -$11.4K -441 -21%
Bank of America
22
Bank of America
North Carolina
$35K -$4.87K -189 -12%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$19K
Osaic Holdings
24
Osaic Holdings
Arizona
$6K
Wells Fargo
25
Wells Fargo
California
$1K

COFS Hedge Fund Activity: Q1 2022 in Review

26 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q1 2022, worth a combined $20.7M — down 4.3% from $21.6M a quarter earlier.

Fund positioning in COFS was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $251K. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $217K sold.

  • 26 institutional investors held Choiceone Financial (COFS) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $20.7M of Choiceone Financial stock for Q1 2022, down 4.3% quarter-over-quarter.
  • 2 funds opened new Choiceone Financial positions in Q1 2022 and 2 closed out, a net change of 0 holders.
  • The largest Choiceone Financial buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $251K added.
  • The largest Choiceone Financial seller in Q1 2022 was Two Sigma Advisers, an estimated $217K sold.

Based on aggregated 13F filings for Q1 2022.