We are live on ! Find out more
COFS icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$162K
2
Bank of America
Bank of America
North Carolina
+$85.6K
3
State Street
State Street
Massachusetts
+$80.7K
4
BlackRock
BlackRock
New York
+$64K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$48.3K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$228K
2
Citigroup
Citigroup
New York
-$47.7K
3
Morgan Stanley
Morgan Stanley
New York
-$30.9K
4
JP Morgan Chase
JP Morgan Chase
New York
-$28K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$23.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.78M +$162K +6,947 +2%
BlackRock
2
BlackRock
New York
$6.73M +$64K +2,747 +0.8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.61M +$48.3K +2,075 +2%
State Street
4
State Street
Massachusetts
$1.6M +$80.7K +3,464 +4%
Northern Trust
5
Northern Trust
Illinois
$1.1M -$15.6K -670 -1%
BCM
6
Bridgeway Capital Management
Texas
$1.04M -$9.79K -420 -0.8%
SWM
7
Shakespeare Wealth Management
Wisconsin
$873K – – –
HAS
8
HBW Advisory Services
California
$484K – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$400K +$2.82K +121 +0.6%
EF
10
Empowered Funds
Pennsylvania
$398K +$36.8K +1,580 +8%
Charles Schwab
11
Charles Schwab
California
$362K – – –
HighTower Advisors
12
HighTower Advisors
Illinois
$342K – – –
Renaissance Technologies
13
Renaissance Technologies
New York
$338K +$6.99K +300 +2%
IGWM
14
ICA Group Wealth Management
Colorado
$316K +$8.01K +344 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$277K -$23.3K -1,000 -7%
UBS Group
16
UBS Group
Switzerland
$268K -$979 -42 -0.3%
Bank of America
17
Bank of America
North Carolina
$225K +$85.6K +3,675 +47%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$224K +$93 +4 +0%
NAS
19
NWF Advisory Services
California
$219K – – –
Stifel Financial
20
Stifel Financial
Missouri
$217K – – –
Morgan Stanley
21
Morgan Stanley
New York
$144K -$30.9K -1,328 -15%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$140K +$8.76K +376 +6%
LSV Asset Management
23
LSV Asset Management
Illinois
$95K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$94K -$2.45K -105 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$89.2K -$28K -1,202 -21%
1
2

COFS Hedge Fund Activity: Q3 2023 in Review

48 of the 6,302 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.