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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
Simplex Trading
351
Simplex Trading
Illinois
$3K -$1.58K -57 -29%
DF
352
DecisionPoint Financial
Arizona
$2.7K
NA
353
NewEdge Advisors
Louisiana
$2.5K +$3.25K +117 New
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$2.48K +$1.55K +56 +93%
SC
355
Schubert & Co
Texas
$2.4K +$1.78K +64 +133%
BIA
356
Bell Investment Advisors
California
$2.21K +$944 +34 +49%
KFP
357
KB Financial Partners
New Jersey
$2K +$2.78K +100 New
FCA
358
FinTrust Capital Advisors
South Carolina
$1.24K
CWP
359
Concord Wealth Partners
Virginia
$1.22K +$1.58K +57 New
HCP
360
Hexagon Capital Partners
Arkansas
$1.16K +$1.5K +54 New
CFD
361
Creative Financial Designs
Indiana
$1.09K +$1.42K +51 New
Commonwealth Equity Services
362
Commonwealth Equity Services
Massachusetts
$1.09K +$1.05M +37,942 +290%
MFT
363
Moisand Fitzgerald Tamayo
Florida
$1.07K +$1.39K +50 New
SIC
364
SJS Investment Consulting
Ohio
$1.01K +$694 +25 +114%
BWM
365
BerganKDV Wealth Management
Minnesota
$1.01K +$1.3K +47 New
BTI
366
Blue Trust Inc
Georgia
$1K +$639 +23 New
STCOSD
367
Sageworth Trust Company of South Dakota
South Dakota
$900 +$1.17K +42 New
DI
368
Disciplined Investments
Oklahoma
$835 +$722 +26 +200%
CTC
369
Central Trust Company
Missouri
$665 +$861 +31 New
WT
370
Washington Trust
Rhode Island
$643 +$833 +30 New
CWC
371
Carolinas Wealth Consulting
North Carolina
$600
BAAM
372
Baker Avenue Asset Management
California
$450 +$583 +21 New
BWA
373
BDO Wealth Advisors
Florida
$343 +$444 +16 New
PTC
374
Private Trust Company
Ohio
$278 +$361 +13 New
TWP
375
TFO Wealth Partners
Ohio
$171 -$3.28K -118 -94%

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.