COFS icon

Choiceone Financial
COFS

Overview Fund Activity

54 hedge funds and large institutions have $44M 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
Holders
54
Holders Change
+2
Holders Change %
+3.85%
% 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

1
LPL Financial
1
LPL Financial
California
$495K
2
BlackRock
2
BlackRock
New York
$11.4M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$237K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.43M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$405K

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$1.06M
2
IGWM
2
ICA Group Wealth Management
Colorado
$84.1K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$121K
4
UBS Group
4
UBS Group
Switzerland
$318K
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$11.4M +$290K +10,122 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10M -$8.05K -281 -0.1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.43M +$169K +5,884 +4%
State Street
4
State Street
Massachusetts
$2.6M +$3.95K +138 +0.2%
Northern Trust
5
Northern Trust
Illinois
$1.6M -$38K -1,326 -2%
BCM
6
Bridgeway Capital Management
Texas
$1.55M +$51.6K +1,800 +3%
SWM
7
Shakespeare Wealth Management
Wisconsin
$1.13M – – –
Cerity Partners
8
Cerity Partners
New York
$1.06M -$1.06M -36,854 -50%
Invesco
9
Invesco
Georgia
$857K +$27.9K +973 +3%
EF
10
Empowered Funds
Pennsylvania
$737K +$51.6K +1,800 +8%
HAS
11
HBW Advisory Services
California
$710K +$4.3K +150 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$622K +$40.8K +1,425 +7%
Renaissance Technologies
13
Renaissance Technologies
New York
$544K +$37.2K +1,300 +7%
Charles Schwab
14
Charles Schwab
California
$529K – – –
Citadel Advisors
15
Citadel Advisors
Florida
$504K +$92.6K +3,233 +23%
HighTower Advisors
16
HighTower Advisors
Illinois
$498K – – –
LPL Financial
17
LPL Financial
California
$495K +$495K +17,277 New
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$405K +$94.3K +3,292 +30%
Morgan Stanley
19
Morgan Stanley
New York
$381K -$12.1K -423 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$326K – – –
UBS Group
21
UBS Group
Switzerland
$318K -$138K -4,834 -30%
Stifel Financial
22
Stifel Financial
Missouri
$317K – – –
American Century Companies
23
American Century Companies
Missouri
$282K -$2.87K -100 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$281K – – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$237K +$237K +8,518 New
1
2 3