We are live on ! Find out more
COLB icon

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
LC
301
Lindbrook Capital
California
$23.5K +$21.8K +1,060 +679%
A
302
AlphaQuest
New York
$22.7K +$24.2K +1,174 New
AWM
303
Avior Wealth Management
Nebraska
$20K +$21.3K +1,035 New
VCM
304
Versant Capital Management
Arizona
$20K +$7.2K +350 +51%
GI
305
GAMMA Investing
California
$18.6K -$17K -827 -46%
EC
306
EntryPoint Capital
New York
$17.7K +$18.8K +916 New
QL
307
Quarry LP
New York
$16.3K -$5.41K -263 -24%
WTC
308
WhitTier Trust Company
Nevada
$15.4K +$1.3K +63 +9%
PH
309
Pinnacle Holdings
Oklahoma
$11.5K
RFA
310
Register Financial Advisors
Georgia
$10.6K +$11.3K +548 New
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$10.5K -$361K -17,540 -97%
AssetMark Inc
312
AssetMark Inc
California
$9.96K +$617 +30 +6%
BLC
313
Brown, Lisle/Cummings
Rhode Island
$9.81K
BBHC
314
Brown Brothers Harriman & Co
New York
$8.46K
CAL
315
Capital Analysts LLC
Pennsylvania
$8K -$11.5K -558 -59%
QC
316
Quent Capital
New York
$7.04K
PS
317
Principal Securities
Iowa
$5.53K -$103 -5 -2%
NRG
318
Nemes Rush Group
Michigan
$5.3K
W
319
WealthCollab
Washington
$4.9K
Jones Financial Companies
320
Jones Financial Companies
Missouri
$4.2K +$4.46K +217 New
FHA
321
First Horizon Advisors
Tennessee
$4.11K -$3.44K -167 -44%
OC
322
Oakworth Capital
Alabama
$3.89K
CPG
323
Cornerstone Planning Group
New Jersey
$3.8K +$82 +4 +2%
WT
324
Whittier Trust
California
$3.08K
CMA
325
Cedar Mountain Advisors
Oregon
$2.96K

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.