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Columbia Banking Systems
COLB

Overview Fund Activity

354 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, 133 increasing their positions, 123 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-16
Holders Change %
-4.32%
% of All Funds
5.13%
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
133
Reduced
123
Closed
65
Calls
$4.11M
Puts
$5.6M
Net Calls
-$1.49M
Net Calls Change
-$1.41M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$135M
2
ACL
2
Azora Capital LP
Florida
$33.9M
3
State Street
3
State Street
Massachusetts
$207M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$213M
5
American Century Companies
5
American Century Companies
Missouri
$112M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$164M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.52M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.75M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Profund Advisors
Maryland
$264K +$18.5K +956 +8%
HWAM
252
Hennion & Walsh Asset Management
New Jersey
$255K -$2.09K -108 -0.8%
I
253
InceptionR
California
$252K +$252K +13,030 New
HighTower Advisors
254
HighTower Advisors
Illinois
$250K -$2.62K -139 -1%
KJWM
255
Kiley Juergens Wealth Management
Washington
$248K +$4.84K +250 +2%
KAS
256
Kestra Advisory Services
Texas
$248K +$33.7K +1,743 +16%
FWCM
257
Ferguson Wellman Capital Management
Oregon
$246K -$64.4K -3,326 -21%
VI
258
Versor Investments
New York
$246K -$113K -5,815 -31%
MWM
259
Merriman Wealth Management
Washington
$237K – – –
Cerity Partners
260
Cerity Partners
New York
$234K -$4.26M -220,066 -95%
URS
261
Utah Retirement Systems
Utah
$222K – – –
SPIA
262
Steward Partners Investment Advisory
New York
$221K -$36.5K -1,888 -14%
KMWM
263
Keudell/Morrison Wealth Management
Oregon
$210K +$59.8K +3,090 +40%
C
264
Covestor
United Kingdom
$208K +$109K +5,604 +109%
AI
265
Atom Investors
Texas
$200K -$74K -3,823 -27%
IPW
266
Impact Partnership Wealth
Georgia
$199K +$14.2K +736 +8%
ProShare Advisors
267
ProShare Advisors
Maryland
$197K -$15.4K -795 -7%
BHPW
268
Beverly Hills Private Wealth
California
$196K +$196K +10,141 New
CYG
269
Clean Yield Group
Vermont
$172K +$73.2K +3,785 +74%
CSC
270
Caldwell Sutter Capital
California
$160K +$3.77K +195 +2%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$160K -$41.4K -2,194 -21%
TRCT
272
Tower Research Capital (TRC)
New York
$157K -$510K -26,332 -76%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$146K +$54.3K +2,808 +60%
Bessemer Group
274
Bessemer Group
New Jersey
$145K +$639 +33 +0.4%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$141K +$24.4K +1,263 +21%
9 10
11
12 13