The broad-based accumulation by 19 institutions, including a quant doubling its stake, signals a potential re-rating catalyst for this small-cap regional bank. Monitor upcoming Q3 earnings for net interest margin trends and loan growth to validate the thesis.
Executive Summary
19 institutional buyers accumulated $4.4M in CLBK during Q2 2026, led by Susquehanna (doubled to $2.1M) and Fidelity (doubled to $965K), while 3 sellers reduced by $2.4M, including D.E. Shaw trimming 47.6% of its position. The net $2.0M inflow from a broad base of passive and active managers suggests growing institutional confidence in the regional bank's value proposition, though the 45-day reporting lag tempers immediacy.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.0M
▲ Buyers (19)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Susquehanna International Group | DOUBLED | +488.9% | $2.1M | $1.8M |
| Fidelity | DOUBLED | +416.5% | $965.0K | $811.0K |
| BofA | ADD | +50.2% | $1.5M | $695.0K |
| Wells Fargo | DOUBLED | +123.9% | $499.0K | $315.0K |
| Russell Investments Group | DOUBLED | +444.4% | $289.0K | $245.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | TRIM | -47.6% | $4.0M | -$1.5M |
| Tudor Investment Corp Et Al | TRIM | -43.8% | $1.9M | -$620.0K |
| Osaic Holdings | NEAR_EXIT | -76.5% | $443.0K | -$317.0K |
Key Facts
- 19 buyers vs 3 sellers in Q2 2026 institutional cluster
- Net institutional inflow of $2.0M ($4.4M bought - $2.4M sold)
- Susquehanna International Group doubled its stake to $2.1M (largest buyer)
- Fidelity doubled its position to $965K
- D.E. Shaw trimmed 47.6% of its holding, reducing by $1.5M
- Tudor Investment Corp trimmed 43.8%, reducing by $620K
Financial Impact
Net institutional inflow of $2.0M in Q2 2026, with total buying of $4.4M and total selling of $2.4M
Risk Factors
- 13F data is 45 days stale; positions may have been unwound since quarter-end
- D.E. Shaw's significant trim could indicate a bearish catalyst not yet public
- Small absolute dollar amounts ($6.4M total holdings) limit market impact
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CLBK-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G | $10.89 | awaiting T+20 | — | — |
Sep 22, 2026 5w ago | Institutional Cluster | $11.38 $10.65 | ▼ −6.41% | ▼ −5.85% | — |
Jul 22, 2026 13w ago | Insider Cluster | $11.01 $11.78 | ▲ +6.99% | ▲ +3.69% | — |
Jul 22, 2026 13w ago | Insider Cluster | $11.01 $11.78 | ▲ +6.99% | ▲ +3.69% | — |
Jul 20, 2026 14w ago | Press Release | $11.08 $11.82 | ▲ +6.68% | ▲ +4.12% | — |
Jul 16, 2026 14w ago | Press Release | $23.42 $25.94 | ▲ +10.75% | ▲ +6.30% | — |
Jul 2, 2026 16w ago | 8-K | $21.17 $23.78 | ▲ +12.34% | ▲ +12.04% | — |
Jul 1, 2026 16w ago | Press Release | $21.17 $23.78 | ▲ +12.34% | ▲ +12.04% | — |
Jun 11, 2026 19w ago | Press Release | $20.70 $21.38 | ▲ +3.29% | ▲ +1.93% | — |
May 21, 2026 22w ago | DEFM14A | $9.25 $9.01 | ▼ −2.65% | ▼ −1.29% | — |
US Market Status
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