We are live on ! Find out more
COLB icon

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
PWP
401
Principle Wealth Partners
Connecticut
-$230K -8,604 Closed
BWP
402
BSW Wealth Partners
Colorado
-$226K -8,489 Closed
IA
403
Inspire Advisors
Idaho
-$226K -8,468 Closed
TI
404
Tidal Investments
Wisconsin
-$224K -8,398 Closed
M&T Bank
405
M&T Bank
New York
-$222K -8,313 Closed
GF
406
Gabelli Funds
New York
-$213K -8,000 Closed
BCM
407
Bayesian Capital Management
New York
-$203K -7,600 Closed
MML Investors Services
408
MML Investors Services
Massachusetts
-$200K -7,507 Closed
PCTC
409
Perkins Coie Trust Company
Washington
-$100K -3,756 Closed
Lazard Asset Management
410
Lazard Asset Management
New York
-$72K -2,731 Closed
SWS
411
SYSTM Wealth Solutions
Illinois
-$57.2K -2,145 Closed
EC
412
Elequin Capital
New York
-$22.2K -833 Closed
JFGIW
413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$10.9K -408 Closed
GWS
414
Glassman Wealth Services
Virginia
-$7.87K -295 Closed
MSWM
415
McGlone Suttner Wealth Management
Wisconsin
-$4.81K -180 Closed
PAS
416
Point72 Asia (Singapore)
Singapore
-$4.12K -154 Closed
Loomis, Sayles & Company
417
Loomis, Sayles & Company
Massachusetts
-$4K -139 Closed
VNA
418
Valley National Advisers
Pennsylvania
-$2K -80 Closed
ASN
419
Advisory Services Network
Georgia
-$934 -35 Closed
AW
420
Avion Wealth
Texas
-$1K -24 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.