We are live on ! Find out more
COLB icon

Columbia Banking Systems

377 hedge funds and large institutions have $4.02B invested in Columbia Banking Systems in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 170 increasing their positions, 30 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 30

329% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 38

68% more capital invested

Capital invested by funds: $2.39B → $4.02B (+$1.63B)

48% more funds holding

Funds holding: 255377 (+122)

17.3% less ownership

Funds ownership: 107.31%90.01% (-17%)

51% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $2.25M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
377
Holders Change
+122
Holders Change %
+47.84%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
163
Increased
170
Reduced
30
Closed
38
Calls
$1.1M
Puts
$2.25M
Net Calls
-$1.15M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
251
Vista Investment Management
Pennsylvania
$325K +$226K +8,154 +116%
WHG
252
Westwood Holdings Group
Texas
$320K -$48.2M -1,734,759 -99%
BHPW
253
Beverly Hills Private Wealth
California
$316K +$129K +4,661 +46%
DCM
254
Dupont Capital Management
Delaware
$312K +$405K +14,566 New
ECM
255
Evergreen Capital Management
Washington
$291K +$378K +13,594 New
MNBTD
256
Moody National Bank Trust Division
Texas
$289K +$374K +13,482 New
MIA
257
MainStreet Investment Advisors
Illinois
$288K +$374K +13,463 New
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$287K +$373K +13,418 New
USAA
259
United Services Automobile Association
Texas
$280K +$364K +13,093 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$279K +$362K +13,021 New
VPIM
261
Vanguard Personalized Indexing Management
California
$276K +$357K +12,869 New
CGL
262
Clarius Group LLC
Washington
$275K +$37.8K +1,361 +12%
I
263
InceptionR
California
$274K +$355K +12,797 New
Lazard Asset Management
264
Lazard Asset Management
New York
$271K +$352K +12,664 New
PI
265
PEAK6 Investments
Illinois
$271K +$351K +12,650 New
ProShare Advisors
266
ProShare Advisors
Maryland
$264K -$2.81K -101 -0.8%
MCM
267
Mengis Capital Management
Oregon
$256K +$167 +6 +0.1%
KJWM
268
Kiley Juergens Wealth Management
Washington
$253K +$41.1K +1,480 +14%
CB
269
Commerce Bank
Missouri
$252K +$326K +11,747 New
RJT
270
Raymond James Trust
Florida
$250K +$324K +11,664 New
KeyBank National Association
271
KeyBank National Association
Ohio
$249K -$4.39K -158 -1%
BWP
272
BSW Wealth Partners
Colorado
$249K
API
273
Advisor Partners II
California
$248K +$321K +11,556 New
EI
274
Ethic Inc
New York
$244K +$316K +11,381 New
URS
275
Utah Retirement Systems
Utah
$241K +$313K +11,270 New

COLB Hedge Fund Activity: Q1 2023 in Review

377 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q1 2023, worth a combined $4.02B — up 68% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new COLB positions and 38 closed out — a net gain of 125 holders — while 170 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $347M. The largest seller was Westwood Holdings Group, cutting an estimated $48.2M.

  • 377 institutional investors held Columbia Banking Systems (COLB) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $4.02B of Columbia Banking Systems stock for Q1 2023, up 68% quarter-over-quarter.
  • 163 funds opened new Columbia Banking Systems positions in Q1 2023 and 38 closed out, a net change of +125 holders.
  • The largest Columbia Banking Systems buyer in Q1 2023 was Vanguard Group, an estimated $347M added.
  • The largest Columbia Banking Systems seller in Q1 2023 was Westwood Holdings Group, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.