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Columbia Banking Systems
COLB

Overview Fund Activity

361 hedge funds and large institutions have $3.81B invested in Columbia Banking Systems in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
56
Increased
117
Reduced
138
Closed
46
Calls
$3.84M
Puts
$3.83M
Net Calls
+$10K
Net Calls Change
+$1.5M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$63.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$33.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.4M
4
PCM
Palisade Capital Management
New Jersey
$22.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$100M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
ACL
Azora Capital LP
Florida
$0
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$6.71M
4
BlackRock
BlackRock
New York
$364M
5
SAM
Silvercrest Asset Management
New York
$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Savant Capital
Illinois
$268K +$268K +13,484 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$268K +$122K +6,156 +84%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$265K -$16.9K -850 -6%
Cerity Partners
254
Cerity Partners
New York
$265K +$24.8K +1,246 +10%
Mariner
255
Mariner
Kansas
$264K -$7.14K -359 -3%
CCM
256
Coldstream Capital Management
Washington
$263K +$263K +13,229 New
VI
257
Versor Investments
New York
$257K +$3.98K +200 +2%
CGH
258
Crossmark Global Holdings
Texas
$256K -$18K -903 -7%
Verition Fund Management
259
Verition Fund Management
Connecticut
$249K -$151K -7,596 -38%
AIM
260
Ausbil Investment Management
Australia
$247K +$247K +12,417 New
KeyBank National Association
261
KeyBank National Association
Ohio
$245K -$205K -10,314 -46%
MWM
262
Merriman Wealth Management
Washington
$244K – – –
STA
263
Summit Trail Advisors
New York
$241K +$241K +12,108 New
KAS
264
Kestra Advisory Services
Texas
$240K -$14.9K -750 -6%
FWCM
265
Ferguson Wellman Capital Management
Oregon
$237K -$16.1K -808 -6%
VA
266
Vident Advisory
Georgia
$236K +$236K +11,858 New
KWM
267
Kingsview Wealth Management
Oregon
$235K +$235K +11,791 New
PA
268
Profund Advisors
Maryland
$234K -$36.5K -1,835 -13%
KJWM
269
Kiley Juergens Wealth Management
Washington
$230K -$24.5K -1,230 -10%
URS
270
Utah Retirement Systems
Utah
$228K – – –
Teacher Retirement System of Texas
271
Teacher Retirement System of Texas
Texas
$225K +$225K +11,290 New
MCM
272
Mengis Capital Management
Oregon
$205K -$1.21M -60,905 -86%
DLP
273
De Lisle Partners
United Kingdom
$203K +$203K +10,221 New
M&T Bank
274
M&T Bank
New York
$202K +$202K +10,132 New
SPIA
275
Steward Partners Investment Advisory
New York
$167K -$60.2K -3,029 -26%
9 10
11
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