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Columbia Banking Systems
COLB

218 hedge funds and large institutions have $2.84B invested in Columbia Banking Systems in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

19% more capital invested

Capital invested by funds: $2.38B → $2.84B (+$460M)

7% more funds holding

Funds holding: 203 → 218 (+15)

0.52% less ownership

Funds ownership: 92.75% → 92.24% (-0.52%)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
65
Reduced
84
Closed
22
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
+$237K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$30M
2
State Street
State Street
Massachusetts
+$29.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$11.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M
5
Franklin Resources
Franklin Resources
California
+$8.19M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$35.9M
2
Boston Partners
Boston Partners
Massachusetts
-$17.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.7M
5
Northern Trust
Northern Trust
Illinois
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
226
Weld Capital Management
New York
– -$239K -6,671 Closed
MWM
227
Merriman Wealth Management
Washington
– -$206K -5,711 Closed
FCM
228
Fairbanks Capital Management
California
– -$122K -3,385 Closed
FTDI
229
First Trust Direct Indexing
Massachusetts
– -$100K -2,796 Closed
TPWA
230
TRUE Private Wealth Advisors
Oregon
– -$92K -2,579 Closed
FCH
231
Freestone Capital Holdings
Washington
– -$69.3K -1,929 Closed
IA
232
Inspire Advisors
Idaho
– -$28K -769 Closed
ASN
233
Advisory Services Network
Georgia
– -$7K -209 Closed
VCG
234
Vantage Consulting Group
Virginia
– -$4K -104 Closed
CAAS
235
Capital Asset Advisory Services
Michigan
– -$2K -52 Closed
PWPS
236
Pinnacle Wealth Planning Services
Ohio
– -$1K -26 Closed
MWP
237
Meridian Wealth Partners
Pennsylvania
– +$218 +5 New
6 7 8 9
10

COLB Hedge Fund Activity: Q1 2021 in Review

218 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q1 2021, worth a combined $2.84B — up 19% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new COLB positions and 22 closed out — a net gain of 16 holders — while 65 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $30M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $35.9M sold.

  • 218 institutional investors held Columbia Banking Systems (COLB) as of Q1 2021, up from 203 in Q4 2020.
  • Funds reported $2.84B of Columbia Banking Systems stock for Q1 2021, up 19% quarter-over-quarter.
  • 38 funds opened new Columbia Banking Systems positions in Q1 2021 and 22 closed out, a net change of +16 holders.
  • The largest Columbia Banking Systems buyer in Q1 2021 was Neuberger Berman Group, an estimated $30M added.
  • The largest Columbia Banking Systems seller in Q1 2021 was Schroder Investment Management Group, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2021.