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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
TWP
351
TFO Wealth Partners
Ohio
$155
PCFFS
352
Pacific Center for Financial Services
California
$117
LFG
353
Larson Financial Group
Missouri
$79
HCP
354
Hexagon Capital Partners
Arkansas
$58 -$494 -24 -89%
AAP
355
Arax Advisory Partners
Colorado
$27 -$3.31K -161 -99%
Lord, Abbett & Co
356
Lord, Abbett & Co
New Jersey
-$53.7M -2,014,476 Closed
Balyasny Asset Management
357
Balyasny Asset Management
Illinois
-$31.5M -1,181,657 Closed
SCA
358
Stieven Capital Advisors
Missouri
-$28.4M -1,063,500 Closed
FL
359
Fourthstone LLC
Missouri
-$18.7M -702,058 Closed
MCM
360
Maltese Capital Management
New York
-$12.6M -472,500 Closed
WMSA
361
Weiss Multi-Strategy Advisers
New York
-$7.91M -296,363 Closed
NIG
362
NFJ Investment Group
Texas
-$4.96M -186,073 Closed
RHJA
363
Rice Hall James & Associates
California
-$4.02M -150,653 Closed
CCM
364
Channing Capital Management
Illinois
-$3.96M -148,253 Closed
FCM
365
FJ Capital Management
Virginia
-$3.76M -140,944 Closed
JAM
366
Jacobs Asset Management
New York
-$3.26M -122,100 Closed
RC
367
Roubaix Capital
Colorado
-$3.16M -118,262 Closed
EPCA
368
Elizabeth Park Capital Advisors
Ohio
-$2.79M -104,693 Closed
FHC
369
Forest Hill Capital
Arkansas
-$2.4M -90,000 Closed
CCM
370
Cinctive Capital Management
New York
-$2.15M -80,600 Closed
TC
371
TwinBeech Capital
New York
-$1.77M -66,180 Closed
WHG
372
Westwood Holdings Group
Texas
-$1.72M -64,379 Closed
EGM
373
Engineers Gate Manager
New York
-$1.19M -44,580 Closed
N
374
Natixis
France
-$1.17M -43,999 Closed
OTL
375
Oak Thistle LLC
New York
-$1.04M -38,871 Closed

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.