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Columbia Banking Systems

355 hedge funds and large institutions have $3.66B invested in Columbia Banking Systems in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 123 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 123

1.69% less ownership

Funds ownership: 92.27%90.57% (-1.7%)

4% less funds holding

Funds holding: 371355 (-16)

20% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 65

27% less call options, than puts

Call options by funds: $4.11M | Put options by funds: $5.6M

29% less capital invested

Capital invested by funds: $5.13B → $3.66B (-$1.47B)

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
355
Holders Change
-16
Holders Change %
-4.31%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.01%
New
52
Increased
134
Reduced
123
Closed
65
Calls
$4.11M
Puts
$5.6M
Net Calls
-$1.49M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
226
Verition Fund Management
Connecticut
$389K -$5.51M -267,757 -93%
PCM
227
Prelude Capital Management
New York
$387K -$56.4K -2,739 -12%
EFS
228
Essex Financial Services
Connecticut
$379K +$14.9K +725 +4%
IIM
229
Ironwood Investment Management
Massachusetts
$373K -$558K -27,121 -58%
RMC
230
Resources Management Corp
Connecticut
$372K
YIH
231
Y-Intercept (HK)
Hong Kong
$371K -$1.07M -52,064 -73%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$369K +$21.6K +1,052 +6%
OAM
233
Oxford Asset Management
United Kingdom
$352K +$374K +18,194 New
ICM
234
IMS Capital Management
Oregon
$342K -$27.5K -1,335 -7%
FCH
235
Freestone Capital Holdings
Washington
$338K +$359K +17,461 New
SAM
236
Securian Asset Management
Minnesota
$332K -$8.48K -412 -2%
USAA
237
United Services Automobile Association
Texas
$331K
EWA
238
EverSource Wealth Advisors
Alabama
$317K +$344K +16,741 +13,182%
VPIM
239
Vanguard Personalized Indexing Management
California
$313K -$214K -10,418 -39%
VCA
240
Verdence Capital Advisors
Maryland
$311K +$331K +16,069 New
SWM
241
Stockman Wealth Management
Montana
$310K -$10.3K -500 -3%
FDS
242
Freedom Day Solutions
Texas
$308K
SC
243
Sepio Capital
Utah
$297K +$7.67K +373 +2%
SM
244
Salzhauer Michael
$296K
Baird Financial Group
245
Baird Financial Group
Wisconsin
$286K -$25.5K -1,239 -8%
MSRPS
246
Maryland State Retirement & Pension System
Maryland
$284K
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$274K -$38.5K -1,872 -12%
Two Sigma Advisers
248
Two Sigma Advisers
New York
$274K +$291K +14,147 New
AG
249
AlTi Global
New York
$274K +$576 +28 +0.2%
CGH
250
Crossmark Global Holdings
Texas
$267K +$309 +15 +0.1%

COLB Hedge Fund Activity: Q1 2024 in Review

355 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q1 2024, worth a combined $3.66B — down 29% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of COLB and 52 opened new positions — a net loss of 13 holders — while 123 trimmed existing stakes and 134 added.

The largest buyer was Charles Schwab, adding an estimated $98.6M. The largest seller was Morgan Stanley, cutting an estimated $113M.

  • 355 institutional investors held Columbia Banking Systems (COLB) as of Q1 2024, down from 371 in Q4 2023.
  • Funds reported $3.66B of Columbia Banking Systems stock for Q1 2024, down 29% quarter-over-quarter.
  • 52 funds opened new Columbia Banking Systems positions in Q1 2024 and 65 closed out, a net change of -13 holders.
  • The largest Columbia Banking Systems buyer in Q1 2024 was Charles Schwab, an estimated $98.6M added.
  • The largest Columbia Banking Systems seller in Q1 2024 was Morgan Stanley, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2024.