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Choiceone Financial
COFS

Overview Fund Activity

44 hedge funds and large institutions have $30.4M 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.

Holders
44
Holders Change
+10
Holders Change %
+29.41%
% of All Funds
0.69%
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

1
BlackRock
1
BlackRock
New York
$7.82M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$3.01M
3
State Street
3
State Street
Massachusetts
$1.79M
4
Northern Trust
4
Northern Trust
Illinois
$1.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.79M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Jane Street
4
Jane Street
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$7.82M 339,785 +304,999 +877%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.79M 338,520 +28,322 +9%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.01M 130,860 +72,490 +124%
State Street
4
State Street
Massachusetts
$1.79M 77,846 +55,823 +253%
Northern Trust
5
Northern Trust
Illinois
$1.3M 56,588 +44,102 +353%
BCM
6
Bridgeway Capital Management
Texas
$1.23M 53,412 +3,362 +7%
SWM
7
Shakespeare Wealth Management
Wisconsin
$1.02M 44,436 – –
HAS
8
HBW Advisory Services
California
$566K 24,629 – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$466K 20,255 +20,255 New
EF
10
Empowered Funds
Pennsylvania
$429K 18,670 +18,670 New
EST
11
EA Series Trust
Pennsylvania
$429K 18,670 +18,670 New
Charles Schwab
12
Charles Schwab
California
$425K 18,457 +18,457 New
HighTower Advisors
13
HighTower Advisors
Illinois
$401K 17,402 – –
Renaissance Technologies
14
Renaissance Technologies
New York
$389K 16,900 +1,200 +8%
IGWM
15
ICA Group Wealth Management
Colorado
$362K 15,728 -468 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$348K 15,115 +1,000 +7%
UBS Group
17
UBS Group
Switzerland
$315K 13,688 +8,874 +184%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$262K 11,390 +11,390 New
Stifel Financial
19
Stifel Financial
Missouri
$254K 11,058 – –
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$228K 9,915 +9,915 New
Morgan Stanley
21
Morgan Stanley
New York
$200K 8,684 -8,913 -51%
Bank of America
22
Bank of America
North Carolina
$179K 7,796 +5,844 +299%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$156K 6,777 +6,777 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$132K 5,742 +632 +12%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$113K 4,903 – –
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