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Choiceone Financial
COFS

45 hedge funds and large institutions have $30.7M invested in Choiceone Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

29% more funds holding

Funds holding: 35 → 45 (+10)

22% more capital invested

Capital invested by funds: $25.2M → $30.7M (+$5.49M)

4.45% more ownership

Funds ownership: 13.29% → 17.74% (+4.5%)

Holders
45
Holders Change
+10
Holders Change %
+28.57%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
14
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.06M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.68M
3
State Street
State Street
Massachusetts
+$1.29M
4
Northern Trust
Northern Trust
Illinois
+$1.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$656K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$4.14M
2
Millennium Management
Millennium Management
New York
-$1.52M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$989K
4
Jane Street
Jane Street
New York
-$390K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$7.82M +$7.06M +304,999 +877%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.79M +$656K +28,322 +9%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.01M +$1.68M +72,490 +124%
State Street
4
State Street
Massachusetts
$1.79M +$1.29M +55,823 +253%
Northern Trust
5
Northern Trust
Illinois
$1.3M +$1.02M +44,102 +353%
BCM
6
Bridgeway Capital Management
Texas
$1.23M +$77.9K +3,362 +7%
SWM
7
Shakespeare Wealth Management
Wisconsin
$1.02M – – –
HAS
8
HBW Advisory Services
California
$566K – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$466K +$469K +20,255 New
EST
10
EA Series Trust
Pennsylvania
$429K +$432K +18,670 New
EF
11
Empowered Funds
Pennsylvania
$429K +$432K +18,670 New
Charles Schwab
12
Charles Schwab
California
$425K +$428K +18,457 New
HighTower Advisors
13
HighTower Advisors
Illinois
$401K – – –
Renaissance Technologies
14
Renaissance Technologies
New York
$389K +$27.8K +1,200 +8%
IGWM
15
ICA Group Wealth Management
Colorado
$362K -$10.8K -468 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$348K +$23.2K +1,000 +7%
UBS Group
17
UBS Group
Switzerland
$315K +$206K +8,874 +184%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$262K +$264K +11,390 New
NAS
19
NWF Advisory Services
California
$257K – – –
Stifel Financial
20
Stifel Financial
Missouri
$254K – – –
N
21
Nuveen
North Carolina
$228K +$230K +9,915 New
Morgan Stanley
22
Morgan Stanley
New York
$200K -$206K -8,913 -51%
Bank of America
23
Bank of America
North Carolina
$179K +$135K +5,844 +299%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$156K +$157K +6,777 New
JP Morgan Chase
25
JP Morgan Chase
New York
$132K +$14.6K +632 +12%
1
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COFS Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q2 2023, worth a combined $30.7M — up 22% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new COFS positions and 7 closed out — a net gain of 10 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $7.06M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $4.14M sold.

  • 45 institutional investors held Choiceone Financial (COFS) as of Q2 2023, up from 35 in Q1 2023.
  • Funds reported $30.7M of Choiceone Financial stock for Q2 2023, up 22% quarter-over-quarter.
  • 17 funds opened new Choiceone Financial positions in Q2 2023 and 7 closed out, a net change of +10 holders.
  • The largest Choiceone Financial buyer in Q2 2023 was BlackRock, an estimated $7.06M added.
  • The largest Choiceone Financial seller in Q2 2023 was Fourthstone LLC, an estimated $4.14M sold.

Based on aggregated 13F filings for Q2 2023.