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Choiceone Financial
COFS

Overview Fund Activity

52 hedge funds and large institutions have $42.1M 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.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
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

1
Cerity Partners
1
Cerity Partners
New York
$2.02M
2
Invesco
2
Invesco
Georgia
$791K
3
State Street
3
State Street
Massachusetts
$2.48M
4
American Century Companies
4
American Century Companies
Missouri
$272K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$361K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$375K
2
BlackRock
2
BlackRock
New York
$10.7M
3
LPL Financial
3
LPL Financial
California
$0
4
SWM
4
Shakespeare Wealth Management
Wisconsin
$1.08M
5
Barclays
5
Barclays
United Kingdom
$200K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$10.7M 389,403 -17,198 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.59M 350,690 +2,871 +0.8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.07M 148,733 +4,586 +3%
State Street
4
State Street
Massachusetts
$2.48M 90,748 +10,283 +13%
Cerity Partners
5
Cerity Partners
New York
$2.02M 73,700 +27,576 +60%
Northern Trust
6
Northern Trust
Illinois
$1.57M 57,270 +1,372 +2%
BCM
7
Bridgeway Capital Management
Texas
$1.43M 52,420 +1,750 +3%
SWM
8
Shakespeare Wealth Management
Wisconsin
$1.08M 39,521 -4,915 -11%
Invesco
9
Invesco
Georgia
$791K 28,929 +19,818 +218%
HAS
10
HBW Advisory Services
California
$722K 24,629 – –
EF
11
Empowered Funds
Pennsylvania
$654K 23,920 +1,750 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$555K 20,295 -82 -0.4%
Charles Schwab
13
Charles Schwab
California
$505K 18,457 – –
Renaissance Technologies
14
Renaissance Technologies
New York
$484K 17,700 +1,000 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$476K 17,402 – –
UBS Group
16
UBS Group
Switzerland
$436K 15,926 -1,224 -7%
IGWM
17
ICA Group Wealth Management
Colorado
$427K 15,611 +358 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$392K 14,345 +926 +7%
Morgan Stanley
19
Morgan Stanley
New York
$375K 13,716 -19,982 -59%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$361K 13,189 +5,671 +75%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$312K 11,394 – –
Stifel Financial
22
Stifel Financial
Missouri
$302K 11,058 – –
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$296K 10,831 – –
American Century Companies
24
American Century Companies
Missouri
$272K 9,927 +9,927 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$268K 9,798 -4,111 -30%
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