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Choiceone Financial
COFS

Overview Fund Activity

47 hedge funds and large institutions have $25.7M 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.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.75%
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

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.78M
2
Bank of America
2
Bank of America
North Carolina
$225K
3
State Street
3
State Street
Massachusetts
$1.6M
4
BlackRock
4
BlackRock
New York
$6.73M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.61M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$687
3
Morgan Stanley
3
Morgan Stanley
New York
$144K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$89.2K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$277K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.78M 345,467 +6,947 +2%
BlackRock
2
BlackRock
New York
$6.73M 342,532 +2,747 +0.8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.61M 132,935 +2,075 +2%
State Street
4
State Street
Massachusetts
$1.6M 81,310 +3,464 +4%
Northern Trust
5
Northern Trust
Illinois
$1.1M 55,918 -670 -1%
BCM
6
Bridgeway Capital Management
Texas
$1.04M 52,992 -420 -0.8%
SWM
7
Shakespeare Wealth Management
Wisconsin
$873K 44,436 – –
HAS
8
HBW Advisory Services
California
$484K 24,629 – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$400K 20,376 +121 +0.6%
EF
10
Empowered Funds
Pennsylvania
$398K 20,250 +1,580 +8%
Charles Schwab
11
Charles Schwab
California
$362K 18,457 – –
HighTower Advisors
12
HighTower Advisors
Illinois
$342K 17,402 – –
Renaissance Technologies
13
Renaissance Technologies
New York
$338K 17,200 +300 +2%
IGWM
14
ICA Group Wealth Management
Colorado
$316K 16,072 +344 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$277K 14,115 -1,000 -7%
UBS Group
16
UBS Group
Switzerland
$268K 13,646 -42 -0.3%
Bank of America
17
Bank of America
North Carolina
$225K 11,471 +3,675 +47%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$224K 11,394 +4 +0%
Stifel Financial
19
Stifel Financial
Missouri
$217K 11,058 – –
Morgan Stanley
20
Morgan Stanley
New York
$144K 7,356 -1,328 -15%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$140K 7,153 +376 +6%
LSV Asset Management
22
LSV Asset Management
Illinois
$95K 4,858 – –
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$94K 4,798 -105 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$89.2K 4,540 -1,202 -21%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$84K 4,254 +54 +1%
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