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Choiceone Financial
COFS

35 hedge funds and large institutions have $25.2M invested in Choiceone Financial in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more funds holding

Funds holding: 32 → 35 (+3)

1.1% more ownership

Funds ownership: 12.19% → 13.29% (+1.1%)

4% less capital invested

Capital invested by funds: $26.3M → $25.2M (-$1.13M)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$631K
2
Millennium Management
Millennium Management
New York
+$472K
3
Jane Street
Jane Street
New York
+$428K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$404K
5
BCM
Bridgeway Capital Management
Texas
+$403K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$757K
2
BCM
BHZ Capital Management
California
-$258K
3
6CM
683 Capital Management
New York
-$205K
4
BlackRock
BlackRock
New York
-$167K
5
Renaissance Technologies
Renaissance Technologies
New York
-$24.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.83M +$404K +14,600 +5%
FL
2
Fourthstone LLC
Missouri
$4.14M -$757K -27,313 -14%
Millennium Management
3
Millennium Management
New York
$1.52M +$472K +17,023 +39%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.47M +$25K +901 +2%
BCM
5
Bridgeway Capital Management
Texas
$1.26M +$403K +14,550 +41%
SWM
6
Shakespeare Wealth Management
Wisconsin
$1.12M – – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$989K +$631K +22,766 +139%
BlackRock
8
BlackRock
New York
$878K -$167K -6,023 -15%
HAS
9
HBW Advisory Services
California
$622K – – –
State Street
10
State Street
Massachusetts
$556K -$5.54K -200 -0.9%
Morgan Stanley
11
Morgan Stanley
New York
$444K +$221K +7,988 +83%
HighTower Advisors
12
HighTower Advisors
Illinois
$439K – – –
IGWM
13
ICA Group Wealth Management
Colorado
$409K – – –
Renaissance Technologies
14
Renaissance Technologies
New York
$396K -$24.9K -900 -5%
Jane Street
15
Jane Street
New York
$390K +$428K +15,462 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$356K +$70.9K +2,560 +22%
Northern Trust
17
Northern Trust
Illinois
$315K +$11.9K +428 +4%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$287K +$115K +4,159 +58%
Stifel Financial
19
Stifel Financial
Missouri
$279K – – –
NAS
20
NWF Advisory Services
California
$257K +$309K +11,170 New
Goldman Sachs
21
Goldman Sachs
New York
$247K +$272K +9,803 New
Citigroup
22
Citigroup
New York
$180K +$118K +4,261 +149%
JP Morgan Chase
23
JP Morgan Chase
New York
$129K +$141K +5,098 +42,483%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$124K +$136K +4,903 New
LSV Asset Management
25
LSV Asset Management
Illinois
$123K +$135K +4,858 New
1
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COFS Hedge Fund Activity: Q1 2023 in Review

35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q1 2023, worth a combined $25.2M — down 4.3% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new COFS positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $631K. The largest seller was Fourthstone LLC, cutting an estimated $757K.

  • 35 institutional investors held Choiceone Financial (COFS) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $25.2M of Choiceone Financial stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 6 funds opened new Choiceone Financial positions in Q1 2023 and 3 closed out, a net change of +3 holders.
  • The largest Choiceone Financial buyer in Q1 2023 was Susquehanna International Group, an estimated $631K added.
  • The largest Choiceone Financial seller in Q1 2023 was Fourthstone LLC, an estimated $757K sold.

Based on aggregated 13F filings for Q1 2023.