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Choiceone Financial

71 hedge funds and large institutions have $93.2M 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

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

343% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 7

111% more capital invested

Capital invested by funds: $44.3M → $93.2M (+$48.9M)

29% more funds holding

Funds holding: 5571 (+16)

13.24% more ownership

Funds ownership: 20.42%33.66% (+13%)

Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
1.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.3M +$2.75M +95,850 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.4M +$1.47M +51,261 +15%
FL
3
Fourthstone LLC
Missouri
$11M +$10.2M +354,630 New
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.91M +$6.42M +223,414 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.79M +$940K +32,725 +21%
ZIM
6
Zacks Investment Management
Illinois
$3.62M +$3.37M +117,273 New
MCM
7
Maltese Capital Management
New York
$3.39M +$3.15M +109,544 New
JAM
8
Jacobs Asset Management
New York
$3.09M +$2.87M +100,000 New
State Street
9
State Street
Massachusetts
$3M +$178K +6,209 +7%
CRC
10
Curi RMB Capital
Illinois
$2.19M +$2.04M +70,928 New
MCA
11
Mendon Capital Advisors
Florida
$2.19M +$2.04M +70,928 New
Northern Trust
12
Northern Trust
Illinois
$2M +$248K +8,645 +15%
KCM
13
Kennedy Capital Management
Missouri
$1.97M +$1.83M +63,809 New
BCM
14
Bridgeway Capital Management
Texas
$1.72M +$38.5K +1,340 +2%
SWM
15
Shakespeare Wealth Management
Wisconsin
$1.2M -$23K -800 -2%
SBH
16
Segall Bryant & Hamill
Illinois
$1.09M +$1.02M +35,373 New
Morgan Stanley
17
Morgan Stanley
New York
$974K +$523K +18,208 +137%
Renaissance Technologies
18
Renaissance Technologies
New York
$893K +$284K +9,900 +52%
Cerity Partners
19
Cerity Partners
New York
$876K -$244K -8,498 -23%
EF
20
Empowered Funds
Pennsylvania
$836K +$38.5K +1,340 +5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$811K +$754K +26,250 New
Russell Investments Group
22
Russell Investments Group
United Kingdom
$797K +$695K +24,186 +1,499%
HAS
23
HBW Advisory Services
California
$766K
Charles Schwab
24
Charles Schwab
California
$694K +$115K +3,986 +22%
Citadel Advisors
25
Citadel Advisors
Florida
$679K +$126K +4,387 +25%

COFS Hedge Fund Activity: Q3 2024 in Review

71 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q3 2024, worth a combined $93.2M — up 111% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new COFS positions and 4 closed out — a net gain of 17 holders — while 31 added to existing stakes and 7 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $10.2M. The largest seller was Invesco, cutting an estimated $465K.

  • 71 institutional investors held Choiceone Financial (COFS) as of Q3 2024, up from 55 in Q2 2024.
  • Funds reported $93.2M of Choiceone Financial stock for Q3 2024, up 111% quarter-over-quarter.
  • 21 funds opened new Choiceone Financial positions in Q3 2024 and 4 closed out, a net change of +17 holders.
  • The largest Choiceone Financial buyer in Q3 2024 was Fourthstone LLC, an estimated $10.2M added.
  • The largest Choiceone Financial seller in Q3 2024 was Invesco, an estimated $465K sold.

Based on aggregated 13F filings for Q3 2024.