We are live on ! Find out more
COFS icon

Choiceone Financial
COFS

53 hedge funds and large institutions have $42.4M invested in Choiceone Financial in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0.24% more ownership

Funds ownership: 20.26% → 20.51% (+0.24%)

0% more funds holding

Funds holding: 53 → 53 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5% less capital invested

Capital invested by funds: $44.8M → $42.4M (-$2.43M)

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$742K
2
Invesco
Invesco
Georgia
+$533K
3
State Street
State Street
Massachusetts
+$277K
4
American Century Companies
American Century Companies
Missouri
+$267K
5
JP Morgan Chase
JP Morgan Chase
New York
+$152K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$537K
2
BlackRock
BlackRock
New York
-$462K
3
LPL Financial
LPL Financial
California
-$236K
4
SWM
Shakespeare Wealth Management
Wisconsin
-$132K
5
Barclays
Barclays
United Kingdom
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$10.7M -$462K -17,198 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.59M +$77.2K +2,871 +0.8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.07M +$123K +4,586 +3%
State Street
4
State Street
Massachusetts
$2.48M +$277K +10,283 +13%
Cerity Partners
5
Cerity Partners
New York
$2.02M +$742K +27,576 +60%
Northern Trust
6
Northern Trust
Illinois
$1.57M +$36.9K +1,372 +2%
BCM
7
Bridgeway Capital Management
Texas
$1.43M +$47.1K +1,750 +3%
SWM
8
Shakespeare Wealth Management
Wisconsin
$1.08M -$132K -4,915 -11%
Invesco
9
Invesco
Georgia
$791K +$533K +19,818 +218%
HAS
10
HBW Advisory Services
California
$722K – – –
EF
11
Empowered Funds
Pennsylvania
$654K +$47.1K +1,750 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$555K -$2.21K -82 -0.4%
Charles Schwab
13
Charles Schwab
California
$505K – – –
Renaissance Technologies
14
Renaissance Technologies
New York
$484K +$26.9K +1,000 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$476K – – –
UBS Group
16
UBS Group
Switzerland
$436K -$32.9K -1,224 -7%
IGWM
17
ICA Group Wealth Management
Colorado
$427K +$9.63K +358 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$392K +$24.9K +926 +7%
Morgan Stanley
19
Morgan Stanley
New York
$375K -$537K -19,982 -59%
JP Morgan Chase
20
JP Morgan Chase
New York
$361K +$152K +5,671 +75%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$312K – – –
Stifel Financial
22
Stifel Financial
Missouri
$302K – – –
N
23
Nuveen
North Carolina
$296K – – –
NAS
24
NWF Advisory Services
California
$282K – – –
American Century Companies
25
American Century Companies
Missouri
$272K +$267K +9,927 New
1
2 3

COFS Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q1 2024, worth a combined $42.4M — down 5.4% from $44.8M a quarter earlier.

Fund positioning in COFS was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 14 trimmed.

The largest buyer was Cerity Partners, adding an estimated $742K. The largest seller was Morgan Stanley, cutting an estimated $537K.

  • 53 institutional investors held Choiceone Financial (COFS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $42.4M of Choiceone Financial stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 3 funds opened new Choiceone Financial positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest Choiceone Financial buyer in Q1 2024 was Cerity Partners, an estimated $742K added.
  • The largest Choiceone Financial seller in Q1 2024 was Morgan Stanley, an estimated $537K sold.

Based on aggregated 13F filings for Q1 2024.