Choiceone Financial
COFS
53 hedge funds and large institutions have $44.3M invested in Choiceone Financial in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
71% more capital invested
Capital invested by funds: $25.9M → $44.3M (+$18.4M)
10% more funds holding
Funds holding: 48 → 53 (+5)
2.52% more ownership
Funds ownership: 17.52% → 20.04% (+2.5%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.49M |
| 2 |
Cerity Partners
New York
|
+$1.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$313K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$262K |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$68.9K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$54.2K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$28.2K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$19.9K |
| 5 |
State Street
Boston,
Massachusetts
|
-$19.7K |
COFS Hedge Fund Activity: Q4 2023 in Review
53 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q4 2023, worth a combined $44.3M — up 71% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new COFS positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, adding an estimated $1.49M. The largest seller was Bank of America, cutting an estimated $68.9K.
- 53 institutional investors held Choiceone Financial (COFS) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $44.3M of Choiceone Financial stock for Q4 2023, up 71% quarter-over-quarter.
- 9 funds opened new Choiceone Financial positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest Choiceone Financial buyer in Q4 2023 was BlackRock, an estimated $1.49M added.
- The largest Choiceone Financial seller in Q4 2023 was Bank of America, an estimated $68.9K sold.
Based on aggregated 13F filings for Q4 2023.