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Columbia Banking Systems
COLB

Overview Fund Activity

370 hedge funds and large institutions have $5.13B invested in Columbia Banking Systems in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 118 increasing their positions, 141 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+38
Holders Change %
+11.45%
% of All Funds
5.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
70
Increased
118
Reduced
141
Closed
24
Calls
$5.35M
Puts
$5.43M
Net Calls
-$78K
Net Calls Change
+$320K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$373M
2
Holocene Advisors
Holocene Advisors
New York
$37.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$261M
4
SAM
Silvercrest Asset Management
New York
$98.2M
5
Citadel Advisors
Citadel Advisors
Florida
$91.7M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.4M
2
FCM
FJ Capital Management
Virginia
$3.76M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Invesco
Invesco
Georgia
$69.4M
5
Macquarie Group
Macquarie Group
Australia
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
351
DecisionPoint Financial
Arizona
$3.36K – – –
BIA
352
Bell Investment Advisors
California
$2.8K -$27 -1 -0.9%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$2.62K -$5.28K -198 -67%
PWMG
354
Prestige Wealth Management Group
New Jersey
$2.62K +$720 +27 +38%
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2.4K – – –
VNA
356
Valley National Advisers
Pennsylvania
$2K +$2K +80 New
NCM
357
Northwest Capital Management
Oregon
$1.57K – – –
BGAI
358
Bruce G. Allen Investments
Colorado
$1.39K +$1.39K +52 New
CFD
359
Creative Financial Designs
Indiana
$1.36K – – –
SWM
360
Spire Wealth Management
Virginia
$1.17K – – –
NA
361
NewEdge Advisors
Louisiana
$1.04K -$2.08K -78 -67%
GI
362
Gradient Investments
Minnesota
$1.01K – – –
AW
363
Avion Wealth
Texas
$1K +$1K +24 New
JWM
364
Janiczek Wealth Management
Colorado
$961 +$961 +36 New
ASN
365
Advisory Services Network
Georgia
$934 +$934 +35 New
HCP
366
Hexagon Capital Partners
Arkansas
$721 -$107 -4 -13%
AF
367
Advisornet Financial
Minnesota
$534 +$534 +20 New
TWP
368
TFO Wealth Partners
Ohio
$213 -$240 -9 -53%
PCFFS
369
Pacific Center for Financial Services
California
$161 – – –
LFG
370
Larson Financial Group
Missouri
$107 – – –
DRZID
371
DePrince Race & Zollo Inc (DRZ)
Florida
– -$26.8M -1,321,223 Closed
GC
372
Gillson Capital
Illinois
– -$5.78M -284,559 Closed
SSA
373
Schonfeld Strategic Advisors
New York
– -$2.4M -118,311 Closed
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
– -$2.2M -108,282 Closed
HA
375
Homestead Advisers
Virginia
– -$1.77M -87,115 Closed
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15
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