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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
SWM
326
Spire Wealth Management
Virginia
$2.75K +$1.96K +95 +202%
FFA
327
Farther Finance Advisors
California
$2.57K -$2K -97 -42%
DF
328
DecisionPoint Financial
Arizona
$2.41K
BGAI
329
Bruce G. Allen Investments
Colorado
$2.32K +$1.4K +68 +131%
PWMG
330
Prestige Wealth Management Group
New Jersey
$1.9K
PWMG
331
Private Wealth Management Group
New Jersey
$1.8K +$1.91K +93 New
IA
332
IFP Advisors
Florida
$1.72K +$1.83K +89 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$1.65K -$103 -5 -6%
BIA
334
Bell Investment Advisors
California
$1.55K -$514 -25 -24%
BTI
335
Blue Trust Inc
Georgia
$1.41K -$6.89K -335 -82%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$1.39K -$2.84K -138 -66%
UB
337
UMB Bank
Missouri
$1.37K +$1.46K +71 New
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$1.33K -$597 -29 -30%
CA
339
CoreCap Advisors
Michigan
$1.18K +$1.25K +61 New
NCM
340
Northwest Capital Management
Oregon
$1.14K
CWC
341
Carolinas Wealth Consulting
North Carolina
$1.14K +$1.21K +59 New
FMTCOCP
342
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$782 +38 New
CFD
343
Creative Financial Designs
Indiana
$987
AF
344
Advisornet Financial
Minnesota
$968 +$617 +30 +150%
NA
345
NewEdge Advisors
Louisiana
$755
JWM
346
Janiczek Wealth Management
Colorado
$697
WPA
347
West Paces Advisors
Georgia
$561 +$597 +29 New
BF
348
BOK Financial
Oklahoma
$491 +$535 +26 New
GI
349
Gradient Investments
Minnesota
$368 -$391 -19 -50%
MCM
350
MV Capital Management
Maryland
$329 +$350 +17 New

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.