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Choiceone Financial
COFS

55 hedge funds and large institutions have $44.3M invested in Choiceone Financial in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 53 → 55 (+2)

4% more capital invested

Capital invested by funds: $42.4M → $44.3M (+$1.89M)

0.08% less ownership

Funds ownership: 20.51% → 20.42% (-0.08%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$440K
2
BlackRock
BlackRock
New York
+$258K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$217K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$150K
5
N
Nuveen
North Carolina
+$83.9K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$939K
2
IGWM
ICA Group Wealth Management
Colorado
-$323K
3
JP Morgan Chase
JP Morgan Chase
New York
-$228K
4
UBS Group
UBS Group
Switzerland
-$123K
5
AIG
American International Group
New York
-$94.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$11.4M +$258K +10,122 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10M -$7.16K -281 -0.1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.43M +$150K +5,884 +4%
State Street
4
State Street
Massachusetts
$2.6M +$3.52K +138 +0.2%
Northern Trust
5
Northern Trust
Illinois
$1.6M -$33.8K -1,326 -2%
BCM
6
Bridgeway Capital Management
Texas
$1.55M +$45.9K +1,800 +3%
SWM
7
Shakespeare Wealth Management
Wisconsin
$1.13M – – –
Cerity Partners
8
Cerity Partners
New York
$1.06M -$939K -36,854 -50%
Invesco
9
Invesco
Georgia
$857K +$24.8K +973 +3%
EF
10
Empowered Funds
Pennsylvania
$737K +$45.9K +1,800 +8%
HAS
11
HBW Advisory Services
California
$710K +$3.82K +150 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$622K +$36.3K +1,425 +7%
Renaissance Technologies
13
Renaissance Technologies
New York
$544K +$33.1K +1,300 +7%
Charles Schwab
14
Charles Schwab
California
$529K – – –
Citadel Advisors
15
Citadel Advisors
Florida
$504K +$82.4K +3,233 +23%
HighTower Advisors
16
HighTower Advisors
Illinois
$498K – – –
LPL Financial
17
LPL Financial
California
$495K +$440K +17,277 New
N
18
Nuveen
North Carolina
$405K +$83.9K +3,292 +30%
Morgan Stanley
19
Morgan Stanley
New York
$381K -$10.8K -423 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$326K – – –
UBS Group
21
UBS Group
Switzerland
$318K -$123K -4,834 -30%
Stifel Financial
22
Stifel Financial
Missouri
$317K – – –
NAS
23
NWF Advisory Services
California
$296K – – –
American Century Companies
24
American Century Companies
Missouri
$282K -$2.55K -100 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$281K – – –
1
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COFS Hedge Fund Activity: Q2 2024 in Review

55 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q2 2024, worth a combined $44.3M — up 4.5% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new COFS positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $440K. The largest seller was Cerity Partners, cutting an estimated $939K.

  • 55 institutional investors held Choiceone Financial (COFS) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $44.3M of Choiceone Financial stock for Q2 2024, up 4.5% quarter-over-quarter.
  • 6 funds opened new Choiceone Financial positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Choiceone Financial buyer in Q2 2024 was LPL Financial, an estimated $440K added.
  • The largest Choiceone Financial seller in Q2 2024 was Cerity Partners, an estimated $939K sold.

Based on aggregated 13F filings for Q2 2024.