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Choiceone Financial
COFS

Overview Fund Activity

70 hedge funds and large institutions have $92.9M invested in Choiceone Financial in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+16
Holders Change %
+29.63%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
$11M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.91M
3
ZIM
Zacks Investment Management
Illinois
$3.62M
4
MCM
Maltese Capital Management
New York
$3.39M
5
JAM
Jacobs Asset Management
New York
$3.09M

Top Sellers

1
Invesco
Invesco
Georgia
$424K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
Cerity Partners
Cerity Partners
New York
$876K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
GI
Gradient Investments
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$15.3M +$2.96M +95,850 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.4M +$1.58M +51,261 +15%
FL
3
Fourthstone LLC
Missouri
$11M +$11M +354,630 New
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.91M +$6.91M +223,414 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.79M +$1.01M +32,725 +21%
ZIM
6
Zacks Investment Management
Illinois
$3.62M +$3.62M +117,273 New
MCM
7
Maltese Capital Management
New York
$3.39M +$3.39M +109,544 New
JAM
8
Jacobs Asset Management
New York
$3.09M +$3.09M +100,000 New
State Street
9
State Street
Massachusetts
$3M +$192K +6,209 +7%
CRC
10
Curi RMB Capital
Illinois
$2.19M +$2.19M +70,928 New
MCA
11
Mendon Capital Advisors
Florida
$2.19M +$2.19M +70,928 New
Northern Trust
12
Northern Trust
Illinois
$2M +$267K +8,645 +15%
KCM
13
Kennedy Capital Management
Missouri
$1.97M +$1.97M +63,809 New
BCM
14
Bridgeway Capital Management
Texas
$1.72M +$41.4K +1,340 +2%
SWM
15
Shakespeare Wealth Management
Wisconsin
$1.2M -$24.7K -800 -2%
SBH
16
Segall Bryant & Hamill
Illinois
$1.09M +$1.09M +35,373 New
Morgan Stanley
17
Morgan Stanley
New York
$974K +$563K +18,208 +137%
Renaissance Technologies
18
Renaissance Technologies
New York
$893K +$306K +9,900 +52%
Cerity Partners
19
Cerity Partners
New York
$876K -$263K -8,498 -23%
EF
20
Empowered Funds
Pennsylvania
$836K +$41.4K +1,340 +5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$811K +$811K +26,250 New
Russell Investments Group
22
Russell Investments Group
United Kingdom
$797K +$748K +24,186 +1,499%
HAS
23
HBW Advisory Services
California
$766K – – –
Charles Schwab
24
Charles Schwab
California
$694K +$123K +3,986 +22%
Citadel Advisors
25
Citadel Advisors
Florida
$679K +$136K +4,387 +25%
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