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Columbia Banking Systems

377 hedge funds and large institutions have $4.02B invested in Columbia Banking Systems in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 170 increasing their positions, 30 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 30

329% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 38

68% more capital invested

Capital invested by funds: $2.39B → $4.02B (+$1.63B)

48% more funds holding

Funds holding: 255377 (+122)

17.3% less ownership

Funds ownership: 107.31%90.01% (-17%)

51% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $2.25M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
377
Holders Change
+122
Holders Change %
+47.84%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
163
Increased
170
Reduced
30
Closed
38
Calls
$1.1M
Puts
$2.25M
Net Calls
-$1.15M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$17.1K +$5.58K +201 +34%
PH
327
Pinnacle Holdings
Oklahoma
$12.7K +$16.4K +592 New
Loomis, Sayles & Company
328
Loomis, Sayles & Company
Massachusetts
$11K +$14K +504 New
BLC
329
Brown, Lisle/Cummings
Rhode Island
$10.9K
RMC
330
Resources Management Corp
Connecticut
$10K +$2.78K +100 New
TWA
331
TCI Wealth Advisors
Arizona
$9.85K +$2.56K +92 +25%
WP
332
WealthPLAN Partners
Nebraska
$9.77K +$12.7K +456 New
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$9.65K -$3.19K -115 -20%
QC
334
Quent Capital
New York
$8.85K +$11.5K +413 New
CWA
335
Clearview Wealth Advisors
Oregon
$8.62K +$10.9K +391 +3,555%
PWMG
336
Prestige Wealth Management Group
New Jersey
$8.61K +$11.2K +402 New
GWS
337
Glassman Wealth Services
Virginia
$8.5K +$11K +397 New
RTC
338
Riverview Trust Company
Washington
$8.22K
FHA
339
First Horizon Advisors
Tennessee
$7.12K
PCM
340
Peregrine Capital Management
Minnesota
$7K +$9.08K +327 New
BWM
341
Baystate Wealth Management
Massachusetts
$6.93K +$8.97K +323 New
HT
342
Headlands Technologies
Illinois
$6.66K +$8.64K +311 New
WPA
343
West Paces Advisors
Georgia
$6.6K +$8.55K +308 New
WPWM
344
Western Pacific Wealth Management
Illinois
$5.1K +$6.61K +238 New
BF
345
BOK Financial
Oklahoma
$4.97K +$6.44K +232 New
EWA
346
EverSource Wealth Advisors
Alabama
$4.61K -$13.5K -486 -69%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$4.14K -$2.92K -105 -35%
MFC
348
Mechanics Financial Corp
Ohio
$3.81K +$4.94K +178 New
JWA
349
JFS Wealth Advisors
Pennsylvania
$3.75K +$3.22K +116 +197%
WT
350
Whittier Trust
California
$3.4K +$4.42K +159 New

COLB Hedge Fund Activity: Q1 2023 in Review

377 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q1 2023, worth a combined $4.02B — up 68% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new COLB positions and 38 closed out — a net gain of 125 holders — while 170 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $347M. The largest seller was Westwood Holdings Group, cutting an estimated $48.2M.

  • 377 institutional investors held Columbia Banking Systems (COLB) as of Q1 2023, up from 255 in Q4 2022.
  • Funds reported $4.02B of Columbia Banking Systems stock for Q1 2023, up 68% quarter-over-quarter.
  • 163 funds opened new Columbia Banking Systems positions in Q1 2023 and 38 closed out, a net change of +125 holders.
  • The largest Columbia Banking Systems buyer in Q1 2023 was Vanguard Group, an estimated $347M added.
  • The largest Columbia Banking Systems seller in Q1 2023 was Westwood Holdings Group, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.