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Choiceone Financial
COFS

Overview Fund Activity

52 hedge funds and large institutions have $44.5M invested in Choiceone Financial in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$11.9M
2
Cerity Partners
2
Cerity Partners
New York
$1.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$987K
4
Citadel Advisors
4
Citadel Advisors
Florida
$393K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$250K
2
BCM
2
Bridgeway Capital Management
Texas
$1.48M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$105K
4
State Street
4
State Street
Massachusetts
$2.36M
5
IGWM
5
ICA Group Wealth Management
Colorado
$447K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$11.9M 406,601 +64,069 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M 347,819 +2,352 +0.7%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.22M 144,147 +11,212 +8%
State Street
4
State Street
Massachusetts
$2.36M 80,465 -845 -1%
Northern Trust
5
Northern Trust
Illinois
$1.64M 55,898 -20 -0%
BCM
6
Bridgeway Capital Management
Texas
$1.48M 50,670 -2,322 -4%
Cerity Partners
7
Cerity Partners
New York
$1.35M 46,124 +46,124 New
SWM
8
Shakespeare Wealth Management
Wisconsin
$1.3M 44,436 – –
Morgan Stanley
9
Morgan Stanley
New York
$987K 33,698 +26,342 +358%
HAS
10
HBW Advisory Services
California
$722K 24,629 – –
EF
11
Empowered Funds
Pennsylvania
$650K 22,170 +1,920 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$597K 20,377 +1 +0%
Charles Schwab
13
Charles Schwab
California
$541K 18,457 – –
HighTower Advisors
14
HighTower Advisors
Illinois
$510K 17,402 – –
UBS Group
15
UBS Group
Switzerland
$502K 17,150 +3,504 +26%
Renaissance Technologies
16
Renaissance Technologies
New York
$489K 16,700 -500 -3%
IGWM
17
ICA Group Wealth Management
Colorado
$447K 15,253 -819 -5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$408K 13,909 -206 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$393K 13,419 +13,419 New
Barclays
20
Barclays
United Kingdom
$352K 12,018 +8,224 +217%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$335K 11,394 – –
Stifel Financial
22
Stifel Financial
Missouri
$324K 11,058 – –
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$317K 10,831 +10,831 New
Invesco
24
Invesco
Georgia
$267K 9,111 +9,111 New
Bank of America
25
Bank of America
North Carolina
$250K 8,518 -2,953 -26%
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