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Columbia Banking Systems

361 hedge funds and large institutions have $3.81B invested in Columbia Banking Systems in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 137 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

2% more funds holding

Funds holding: 355361 (+6)

4% more capital invested

Capital invested by funds: $3.66B → $3.81B (+$149M)

0.77% more ownership

Funds ownership: 90.57%91.34% (+0.77%)

0% more call options, than puts

Call options by funds: $3.84M | Put options by funds: $3.83M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 137

Holders
361
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
56
Increased
118
Reduced
137
Closed
47
Calls
$3.84M
Puts
$3.83M
Net Calls
+$10K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$5.07K +$3.48K +183 +254%
W
327
WealthCollab
Washington
$5.03K
PS
328
Principal Securities
Iowa
$4.59K -$1.05K -55 -19%
CPG
329
Cornerstone Planning Group
New Jersey
$4.45K +$57 +3 +2%
OC
330
Oakworth Capital
Alabama
$4K
CFGS
331
Concourse Financial Group Securities
Alabama
$3.7K +$3.54K +186 New
AWM
332
Avior Wealth Management
Nebraska
$3.54K -$16.3K -857 -83%
UB
333
UMB Bank
Missouri
$3.36K +$1.86K +98 +138%
DF
334
DecisionPoint Financial
Arizona
$3.3K
WT
335
Whittier Trust
California
$3.16K
CMA
336
Cedar Mountain Advisors
Oregon
$3.04K
CFB
337
Cullen/Frost Bankers
Texas
$2.79K +$2.66K +140 New
S
338
Sachetta
Massachusetts
$2.52K +$1.82K +96 New
IA
339
IFP Advisors
Florida
$2.39K +$589 +31 +35%
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$1.69K
SWM
341
Spire Wealth Management
Virginia
$1.65K -$1.12K -59 -42%
CWC
342
Carolinas Wealth Consulting
North Carolina
$1.63K +$437 +23 +39%
FHA
343
First Horizon Advisors
Tennessee
$1.52K -$2.58K -136 -64%
AF
344
Advisornet Financial
Minnesota
$1.47K +$456 +24 +48%
JWA
345
JFS Wealth Advisors
Pennsylvania
$1.27K +$1.22K +64 New
NCM
346
Northwest Capital Management
Oregon
$1.17K
BIA
347
Bell Investment Advisors
California
$1.07K -$494 -26 -33%
CFD
348
Creative Financial Designs
Indiana
$1.01K
AW
349
Avion Wealth
Texas
$1K +$1.9K +100 New
LIA
350
Lynx Investment Advisory
District of Columbia
$895 +$855 +45 New

COLB Hedge Fund Activity: Q2 2024 in Review

361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q2 2024, worth a combined $3.81B — up 4.1% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new COLB positions and 47 closed out — a net gain of 9 holders — while 118 added to existing stakes and 137 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $53.9M. The largest seller was Morgan Stanley, cutting an estimated $39.4M.

  • 361 institutional investors held Columbia Banking Systems (COLB) as of Q2 2024, up from 355 in Q1 2024.
  • Funds reported $3.81B of Columbia Banking Systems stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 56 funds opened new Columbia Banking Systems positions in Q2 2024 and 47 closed out, a net change of +9 holders.
  • The largest Columbia Banking Systems buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $53.9M added.
  • The largest Columbia Banking Systems seller in Q2 2024 was Morgan Stanley, an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2024.