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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$141K +$26K +1,263 +21%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$134K +$116K +5,644 +363%
NS
278
NBC Securities
Alabama
$131K +$1.52K +74 +1%
TPCW
279
TD Private Client Wealth
New York
$119K +$69K +3,354 +120%
Group One Trading
280
Group One Trading
Illinois
$116K +$116K +5,640 +1,669%
PD
281
Point72 (DIFC)
United Arab Emirates
$114K +$122K +5,906 New
SC
282
Stephens Consulting
Michigan
$109K
HNB
283
Huntington National Bank
Ohio
$102K +$9.2K +447 +9%
SAM
284
Shell Asset Management
Netherlands
$87K -$10.3K -503 -10%
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$78K +$15K +728 +22%
SAM
286
Smartleaf Asset Management
Massachusetts
$74.1K
AGWCA
287
Annis Gardner Whiting Capital Advisors
Florida
$74.1K
S
288
SignatureFD
Georgia
$67.9K -$8.15K -396 -10%
BAM
289
Bellevue Asset Management
Washington
$59.7K
SOW
290
State of Wyoming
Wyoming
$59.4K -$7.45K -362 -11%
QCG
291
Quadrant Capital Group
Ohio
$55.8K -$21.6K -1,050 -27%
AFWM
292
Abich Financial Wealth Management
Virginia
$42.9K +$21K +1,020 +85%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$38.1K +$21.5K +1,047 +113%
PMFA
294
Plante Moran Financial Advisors
Michigan
$37.7K
PA
295
Parallel Advisors
California
$36K -$4.42K -215 -10%
GRP
296
Global Retirement Partners
California
$30.9K -$9.92K -482 -23%
FPF
297
First Pacific Financial
Washington
$29.1K
Nomura Asset Management
298
Nomura Asset Management
Japan
$29K -$11.7K -570 -28%
RTC
299
Riverview Trust Company
Washington
$24.2K +$25.8K +1,253 New
Allspring Global Investments
300
Allspring Global Investments
North Carolina
$24K +$18.1K +881 +247%

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.