Choiceone Financial
COFS
48 hedge funds and large institutions have $25.9M invested in Choiceone Financial in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
7% more funds holding
Funds holding: 45 → 48 (+3)
0.23% less ownership
Funds ownership: 17.74% → 17.52% (-0.23%)
15% less capital invested
Capital invested by funds: $30.7M → $25.9M (-$4.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$162K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$85.6K |
| 3 |
State Street
Boston,
Massachusetts
|
+$80.7K |
| 4 |
BlackRock
New York
|
+$64K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$48.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$228K |
| 2 |
Citigroup
New York
|
-$47.7K |
| 3 |
Morgan Stanley
New York
|
-$30.9K |
| 4 |
JP Morgan Chase
New York
|
-$28K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$23.3K |
COFS Hedge Fund Activity: Q3 2023 in Review
48 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q3 2023, worth a combined $25.9M — down 15% from $30.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new COFS positions and 1 closed out — a net gain of 4 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Vanguard Group, adding an estimated $162K. The largest seller was Nuveen, exiting entirely with an estimated $228K sold.
- 48 institutional investors held Choiceone Financial (COFS) as of Q3 2023, up from 45 in Q2 2023.
- Funds reported $25.9M of Choiceone Financial stock for Q3 2023, down 15% quarter-over-quarter.
- 5 funds opened new Choiceone Financial positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest Choiceone Financial buyer in Q3 2023 was Vanguard Group, an estimated $162K added.
- The largest Choiceone Financial seller in Q3 2023 was Nuveen, an estimated $228K sold.
Based on aggregated 13F filings for Q3 2023.