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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
CMA
326
Cedar Mountain Advisors
Oregon
$3.1K +$3.23K +153 New
JWA
327
JFS Wealth Advisors
Pennsylvania
$2.6K -$992 -47 -27%
DF
328
DecisionPoint Financial
Arizona
$2.56K
BIA
329
Bell Investment Advisors
California
$2.52K +$443 +21 +20%
NA
330
NewEdge Advisors
Louisiana
$2.37K
PWMG
331
Prestige Wealth Management Group
New Jersey
$2.35K -$6.04K -286 -71%
FFA
332
Farther Finance Advisors
California
$2.31K +$2.41K +114 New
PFBT
333
Parkside Financial Bank & Trust
Missouri
$2.11K -$1.88K -89 -46%
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$2.03K -$338 -16 -14%
KFP
335
KB Financial Partners
New Jersey
$2K
EWA
336
EverSource Wealth Advisors
Alabama
$1.78K -$2.68K -127 -59%
FCA
337
FinTrust Capital Advisors
South Carolina
$1.24K
CWP
338
Concord Wealth Partners
Virginia
$1.16K
CFD
339
Creative Financial Designs
Indiana
$1.03K
MFT
340
Moisand Fitzgerald Tamayo
Florida
$1.01K
HCP
341
Hexagon Capital Partners
Arkansas
$953 -$148 -7 -13%
DI
342
Disciplined Investments
Oklahoma
$771 -$21 -1 -3%
SIC
343
SJS Investment Consulting
Ohio
$568 -$401 -19 -40%
CFGS
344
Concourse Financial Group Securities
Alabama
$567 +$591 +28 New
IA
345
IFP Advisors
Florida
$548 +$570 +27 New
BAAM
346
Baker Avenue Asset Management
California
$446 +$21 +1 +5%
GI
347
Gradient Investments
Minnesota
$385 +$401 +19 New
BWA
348
BDO Wealth Advisors
Florida
$325
SPIA
349
Steward Partners Investment Advisory
New York
$264 +$275 +13 New
TWP
350
TFO Wealth Partners
Ohio
$162

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.