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Choiceone Financial
COFS

32 hedge funds and large institutions have $26.3M invested in Choiceone Financial in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

43% more capital invested

Capital invested by funds: $18.4M → $26.3M (+$7.91M)

19% more funds holding

Funds holding: 27 → 32 (+5)

0.9% more ownership

Funds ownership: 11.29% → 12.19% (+0.9%)

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.72M
2
BCM
Bridgeway Capital Management
Texas
+$832K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$385K
4
BCM
BHZ Capital Management
California
+$209K
5
BlackRock
BlackRock
New York
+$179K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$2.49M
2
Millennium Management
Millennium Management
New York
-$450K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$238K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$106K
5
Renaissance Technologies
Renaissance Technologies
New York
-$82.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.57M +$3.35K +143 +0%
FL
2
Fourthstone LLC
Missouri
$5.55M +$2.72M +116,209 +154%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.67M +$11.9K +509 +0.9%
SWM
4
Shakespeare Wealth Management
Wisconsin
$1.29M – – –
Millennium Management
5
Millennium Management
New York
$1.26M -$450K -19,189 -31%
BlackRock
6
BlackRock
New York
$1.18M +$179K +7,646 +23%
BCM
7
Bridgeway Capital Management
Texas
$1.03M +$832K +35,500 New
HAS
8
HBW Advisory Services
California
$714K +$37.7K +1,610 +7%
State Street
9
State Street
Massachusetts
$644K – – –
HighTower Advisors
10
HighTower Advisors
Illinois
$505K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$481K -$82.1K -3,500 -17%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$476K +$385K +16,403 New
IGWM
13
ICA Group Wealth Management
Colorado
$470K +$31.3K +1,337 +9%
Northern Trust
14
Northern Trust
Illinois
$350K -$68.7K -2,931 -20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$335K -$106K -4,526 -28%
Stifel Financial
16
Stifel Financial
Missouri
$321K – – –
Morgan Stanley
17
Morgan Stanley
New York
$279K +$130K +5,528 +135%
BCM
18
BHZ Capital Management
California
$258K +$209K +8,910 New
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$209K +$169K +7,200 New
6CM
20
683 Capital Management
New York
$205K +$165K +7,055 New
UBS Group
21
UBS Group
Switzerland
$147K +$5.98K +255 +5%
GI
22
Gradient Investments
Minnesota
$111K +$89.8K +3,830 New
Citigroup
23
Citigroup
New York
$82.7K +$66.8K +2,851 New
Barclays
24
Barclays
United Kingdom
$70.7K – – –
HNB
25
Huntington National Bank
Ohio
$49.4K – – –
1
2

COFS Hedge Fund Activity: Q4 2022 in Review

32 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q4 2022, worth a combined $26.3M — up 43% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new COFS positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.72M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $2.49M sold.

  • 32 institutional investors held Choiceone Financial (COFS) as of Q4 2022, up from 27 in Q3 2022.
  • Funds reported $26.3M of Choiceone Financial stock for Q4 2022, up 43% quarter-over-quarter.
  • 8 funds opened new Choiceone Financial positions in Q4 2022 and 3 closed out, a net change of +5 holders.
  • The largest Choiceone Financial buyer in Q4 2022 was Fourthstone LLC, an estimated $2.72M added.
  • The largest Choiceone Financial seller in Q4 2022 was Jacobs Asset Management, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2022.