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Choiceone Financial

78 hedge funds and large institutions have $117M invested in Choiceone Financial in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 8

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $93.2M → $117M (+$23.9M)

10% more funds holding

Funds holding: 7178 (+7)

3.02% more ownership

Funds ownership: 33.66%36.68% (+3%)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
42
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.8M +$1.07M +31,318 +6%
FL
2
Fourthstone LLC
Missouri
$17M +$4.16M +121,473 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.6M +$1.26M +36,909 +9%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.99M +$30.5K +890 +0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.71M +$26.1K +761 +0.4%
ZIM
6
Zacks Investment Management
Illinois
$4.5M +$304K +8,866 +8%
State Street
7
State Street
Massachusetts
$3.69M +$218K +6,374 +7%
CRC
8
Curi RMB Capital
Illinois
$2.53M
MCA
9
Mendon Capital Advisors
Florida
$2.53M
American Century Companies
10
American Century Companies
Missouri
$2.49M +$1.92M +55,926 +402%
Northern Trust
11
Northern Trust
Illinois
$2.35M +$47.1K +1,374 +2%
JAM
12
Jacobs Asset Management
New York
$2.23M -$1.28M -37,500 -38%
SBH
13
Segall Bryant & Hamill
Illinois
$2.18M +$885K +25,846 +73%
BCM
14
Bridgeway Capital Management
Texas
$2.03M +$45.5K +1,329 +2%
MCM
15
Maltese Capital Management
New York
$1.85M -$1.97M -57,539 -53%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.76M +$706K +20,600 +71%
SWM
17
Shakespeare Wealth Management
Wisconsin
$1.38M
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.18M +$248K +7,250 +28%
Morgan Stanley
19
Morgan Stanley
New York
$1.15M +$24.3K +709 +2%
Goldman Sachs
20
Goldman Sachs
New York
$1.14M +$388K +11,334 +55%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.06M +$644K +18,811 +173%
EF
22
Empowered Funds
Pennsylvania
$1.01M +$45.5K +1,329 +5%
Cerity Partners
23
Cerity Partners
New York
$1.01M -$69 -2 -0%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$994K +$237K +6,921 +33%
KCM
25
Kennedy Capital Management
Missouri
$968K -$1.26M -36,644 -57%

COFS Hedge Fund Activity: Q4 2024 in Review

78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Choiceone Financial (COFS) for Q4 2024, worth a combined $117M — up 26% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COFS positions and 4 closed out — a net gain of 7 holders — while 42 added to existing stakes and 8 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.16M. The largest seller was Maltese Capital Management, cutting an estimated $1.97M.

  • 78 institutional investors held Choiceone Financial (COFS) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $117M of Choiceone Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 11 funds opened new Choiceone Financial positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest Choiceone Financial buyer in Q4 2024 was Fourthstone LLC, an estimated $4.16M added.
  • The largest Choiceone Financial seller in Q4 2024 was Maltese Capital Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2024.