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Choiceone Financial
COFS

53 hedge funds and large institutions have $44.8M 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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

73% more capital invested

Capital invested by funds: $25.9M → $44.8M (+$18.9M)

10% more funds holding

Funds holding: 48 → 53 (+5)

2.75% more ownership

Funds ownership: 17.52% → 20.26% (+2.7%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.49M
2
Cerity Partners
Cerity Partners
New York
+$1.08M
3
Morgan Stanley
Morgan Stanley
New York
+$614K
4
Citadel Advisors
Citadel Advisors
Florida
+$313K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$262K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$68.9K
2
BCM
Bridgeway Capital Management
Texas
-$54.2K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$28.2K
4
NAS
NWF Advisory Services
California
-$19.9K
5
State Street
State Street
Massachusetts
-$19.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$11.9M +$1.49M +64,069 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M +$54.9K +2,352 +0.7%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.22M +$262K +11,212 +8%
State Street
4
State Street
Massachusetts
$2.36M -$19.7K -845 -1%
Northern Trust
5
Northern Trust
Illinois
$1.64M -$467 -20 -0%
BCM
6
Bridgeway Capital Management
Texas
$1.48M -$54.2K -2,322 -4%
Cerity Partners
7
Cerity Partners
New York
$1.35M +$1.08M +46,124 New
SWM
8
Shakespeare Wealth Management
Wisconsin
$1.3M – – –
Morgan Stanley
9
Morgan Stanley
New York
$987K +$614K +26,342 +358%
HAS
10
HBW Advisory Services
California
$722K – – –
EF
11
Empowered Funds
Pennsylvania
$650K +$44.8K +1,920 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$597K +$23 +1 +0%
Charles Schwab
13
Charles Schwab
California
$541K – – –
HighTower Advisors
14
HighTower Advisors
Illinois
$510K – – –
UBS Group
15
UBS Group
Switzerland
$502K +$81.7K +3,504 +26%
Renaissance Technologies
16
Renaissance Technologies
New York
$489K -$11.7K -500 -3%
IGWM
17
ICA Group Wealth Management
Colorado
$447K -$19.1K -819 -5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$408K -$4.8K -206 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$393K +$313K +13,419 New
Barclays
20
Barclays
United Kingdom
$352K +$192K +8,224 +217%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$335K – – –
Stifel Financial
22
Stifel Financial
Missouri
$324K – – –
N
23
Nuveen
North Carolina
$317K +$253K +10,831 New
NAS
24
NWF Advisory Services
California
$302K -$19.9K -854 -8%
Invesco
25
Invesco
Georgia
$267K +$213K +9,111 New
1
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COFS Hedge Fund Activity: Q4 2023 in Review

53 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q4 2023, worth a combined $44.8M — up 73% 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 $44.8M of Choiceone Financial stock for Q4 2023, up 73% 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.