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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
Mariner
251
Mariner
Kansas
$264K -$86K -4,178 -23%
PA
252
Profund Advisors
Maryland
$264K +$19.7K +956 +8%
HWAM
253
Hennion & Walsh Asset Management
New Jersey
$255K -$2.22K -108 -0.8%
I
254
InceptionR
California
$252K +$268K +13,030 New
HighTower Advisors
255
HighTower Advisors
Illinois
$250K -$2.86K -139 -1%
KJWM
256
Kiley Juergens Wealth Management
Washington
$248K +$5.14K +250 +2%
KAS
257
Kestra Advisory Services
Texas
$248K +$35.9K +1,743 +16%
FWCM
258
Ferguson Wellman Capital Management
Oregon
$246K -$68.4K -3,326 -21%
VI
259
Versor Investments
New York
$246K -$120K -5,815 -31%
MWM
260
Merriman Wealth Management
Washington
$237K
Cerity Partners
261
Cerity Partners
New York
$234K -$4.53M -220,066 -95%
URS
262
Utah Retirement Systems
Utah
$222K
SPIA
263
Steward Partners Investment Advisory
New York
$221K -$38.8K -1,888 -14%
KMWM
264
Keudell/Morrison Wealth Management
Oregon
$210K +$63.6K +3,090 +40%
C
265
Covestor
United Kingdom
$208K +$115K +5,604 +109%
AI
266
Atom Investors
Texas
$200K -$78.7K -3,823 -27%
IPW
267
Impact Partnership Wealth
Georgia
$199K +$15.1K +736 +8%
ProShare Advisors
268
ProShare Advisors
Maryland
$197K -$16.4K -795 -7%
BHPW
269
Beverly Hills Private Wealth
California
$196K +$209K +10,141 New
CYG
270
Clean Yield Group
Vermont
$172K +$77.9K +3,785 +74%
CSC
271
Caldwell Sutter Capital
California
$160K +$4.01K +195 +2%
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$160K -$45.1K -2,194 -21%
TRCT
273
Tower Research Capital (TRC)
New York
$157K -$542K -26,332 -76%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$146K +$57.8K +2,808 +60%
Bessemer Group
275
Bessemer Group
New Jersey
$145K +$679 +33 +0.4%

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.