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
Fisher Asset Management
26
Fisher Asset Management
Washington
$30.7M +$284K +13,819 +0.9%
SBH
27
Segall Bryant & Hamill
Illinois
$29.9M +$9.65M +469,253 +44%
Northern Trust
28
Northern Trust
Illinois
$26.7M -$4.88M -237,201 -15%
Ameriprise
29
Ameriprise
Minnesota
$23.5M +$938K +45,594 +4%
Capital World Investors
30
Capital World Investors
California
$20.6M
SEI Investments
31
SEI Investments
Pennsylvania
$18.5M -$1.92M -93,106 -9%
SFM
32
Systematic Financial Management
New Jersey
$17.9M +$119K +5,793 +0.6%
Barclays
33
Barclays
United Kingdom
$17.6M +$10.5M +508,200 +126%
LI
34
Leeward Investments
Massachusetts
$17.1M -$777K -37,747 -4%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$16.9M +$14M +680,196 +355%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$16.6M -$93.7K -4,554 -0.5%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$15.3M +$11.4M +554,787 +234%
Principal Financial Group
38
Principal Financial Group
Iowa
$15.2M +$404K +19,621 +3%
First Trust Advisors
39
First Trust Advisors
Illinois
$14.5M +$3.16M +153,565 +26%
Goldman Sachs
40
Goldman Sachs
New York
$14.1M +$1.84M +89,637 +14%
UBS AM
41
UBS AM
Illinois
$13M -$237K -11,505 -2%
JP Morgan Chase
42
JP Morgan Chase
New York
$11.8M -$4.36M -211,942 -26%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$11.5M -$479K -23,300 -4%
N
44
Nuveen
North Carolina
$10.5M -$10.3M -498,319 -48%
TSW
45
Thompson Siegel & Walmsley
Virginia
$10.3M +$1.86M +90,619 +21%
MIIM
46
Mesirow Institutional Investment Management
Illinois
$9.97M -$3.6M -175,154 -25%
Rafferty Asset Management
47
Rafferty Asset Management
New York
$9.81M +$3.3M +160,496 +46%
AllianceBernstein
48
AllianceBernstein
Tennessee
$9.32M -$320K -15,563 -3%
RJA
49
Raymond James & Associates
Florida
$9.3M +$3.6M +175,028 +57%
CVA
50
Ceredex Value Advisors
Florida
$9.27M -$2.56M -124,599 -21%

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.