We are live on ! Find out more
COLB icon

Columbia Banking Systems

354 hedge funds and large institutions have $3.85B invested in Columbia Banking Systems in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 132 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

1.14% more ownership

Funds ownership: 90.01%91.15% (+1.1%)

1% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.11M

1% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 132

4% less capital invested

Capital invested by funds: $4.02B → $3.85B (-$168M)

6% less funds holding

Funds holding: 377354 (-23)

34% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 68

Holders
354
Holders Change
-23
Holders Change %
-6.1%
% of All Funds
5.56%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.11%
New
45
Increased
133
Reduced
132
Closed
68
Calls
$2.14M
Puts
$2.11M
Net Calls
+$30K
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Column Capital Advisors
Indiana
$28.5K
TWC
302
TD Waterhouse Canada
Ontario, Canada
$20.1K -$2.79K -132 -12%
VCM
303
Versant Capital Management
Arizona
$20K -$127 -6 -0.6%
CAL
304
Capital Analysts LLC
Pennsylvania
$19K +$296 +14 +2%
AF
305
Allworth Financial
California
$18.9K -$2.05K -97 -9%
EARNEST Partners
306
EARNEST Partners
Georgia
$17K
WTC
307
WhitTier Trust Company
Nevada
$16.2K
LC
308
Lindbrook Capital
California
$15K -$9.78K -463 -38%
GWS
309
Glassman Wealth Services
Virginia
$10.7K +$2.81K +133 +34%
BLC
310
Brown, Lisle/Cummings
Rhode Island
$10.3K
FHA
311
First Horizon Advisors
Tennessee
$9.96K +$3.36K +159 +48%
WP
312
WealthPLAN Partners
Nebraska
$9.25K
QC
313
Quent Capital
New York
$9.24K +$908 +43 +10%
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$9.12K
RTC
315
Riverview Trust Company
Washington
$7.79K
BWM
316
Baystate Wealth Management
Massachusetts
$6.66K +$106 +5 +2%
CWA
317
Clearview Wealth Advisors
Oregon
$5.63K -$2.62K -124 -31%
NRG
318
Nemes Rush Group
Michigan
$5.56K +$5.79K +274 New
WPWM
319
Western Pacific Wealth Management
Illinois
$4.83K
BF
320
BOK Financial
Oklahoma
$4.71K
CPG
321
Cornerstone Planning Group
New Jersey
$3.69K +$3.84K +182 New
KFI
322
Key Financial Inc
Pennsylvania
$3.63K +$3.78K +179 New
MFC
323
Mechanics Financial Corp
Ohio
$3.61K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$3.59K -$271K -12,844 -99%
WT
325
Whittier Trust
California
$3.22K

COLB Hedge Fund Activity: Q2 2023 in Review

354 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q2 2023, worth a combined $3.85B — down 4.2% from $4.02B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of COLB and 45 opened new positions — a net loss of 23 holders — while 132 trimmed existing stakes and 133 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $62.5M. The largest seller was Arrowstreet Capital, cutting an estimated $72.8M.

  • 354 institutional investors held Columbia Banking Systems (COLB) as of Q2 2023, down from 377 in Q1 2023.
  • Funds reported $3.85B of Columbia Banking Systems stock for Q2 2023, down 4.2% quarter-over-quarter.
  • 45 funds opened new Columbia Banking Systems positions in Q2 2023 and 68 closed out, a net change of -23 holders.
  • The largest Columbia Banking Systems buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $62.5M added.
  • The largest Columbia Banking Systems seller in Q2 2023 was Arrowstreet Capital, an estimated $72.8M sold.

Based on aggregated 13F filings for Q2 2023.