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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
EMFAT
376
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$811K -30,416 Closed
JAM
377
Jupiter Asset Management
United Kingdom
-$799K -29,963 Closed
AQR Capital Management
378
AQR Capital Management
Connecticut
-$633K -23,720 Closed
ECM
379
Evergreen Capital Management
Washington
-$553K -20,720 Closed
Mackenzie Financial
380
Mackenzie Financial
Ontario, Canada
-$482K -18,066 Closed
IIM
381
INTECH Investment Management
Florida
-$459K -17,197 Closed
PF
382
Parker Financial
Washington
-$440K -16,499 Closed
NYLIM
383
New York Life Investment Management
New York
-$430K -16,123 Closed
Teacher Retirement System of Texas
384
Teacher Retirement System of Texas
Texas
-$416K -15,604 Closed
Marshall Wace
385
Marshall Wace
United Kingdom
-$393K -14,724 Closed
Simplex Trading
386
Simplex Trading
Illinois
-$302K -14,695 Closed
Vontobel Holding
387
Vontobel Holding
Switzerland
-$377K -14,123 Closed
AWM
388
AE Wealth Management
Kansas
-$250K -12,230 Closed
NGA
389
Naples Global Advisors
Florida
-$302K -11,323 Closed
PFS
390
Prospera Financial Services
Texas
-$302K -11,307 Closed
BFM
391
Boothbay Fund Management
New York
-$283K -10,589 Closed
Wealthfront Advisers
392
Wealthfront Advisers
California
-$259K -9,721 Closed
PAA
393
Peregrine Asset Advisers
Oregon
-$251K -9,409 Closed
CCM
394
Coldstream Capital Management
Washington
-$248K -9,301 Closed
SCM
395
Shelton Capital Management
Colorado
-$244K -9,132 Closed
Point72 Asset Management
396
Point72 Asset Management
Connecticut
-$243K -9,100 Closed
PMEF
397
Point72 Middle East FZE
United Arab Emirates
-$240K -9,012 Closed
QCM
398
QRG Capital Management
Illinois
-$237K -8,896 Closed
FFP
399
FourThought Financial Partners
Florida
-$233K -8,748 Closed
EWM
400
Evercore Wealth Management
New York
-$231K -8,647 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.