We are live on ! Find out more
COLB icon

Columbia Banking Systems

199 hedge funds and large institutions have $1.83B invested in Columbia Banking Systems in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.3% more ownership

Funds ownership: 92.56%94.86% (+2.3%)

1% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 69

4% less funds holding

Funds holding: 208199 (-9)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

33% less capital invested

Capital invested by funds: $2.72B → $1.83B (-$886M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
199
Holders Change
-9
Holders Change %
-4.33%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
68
Reduced
69
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$6K -$1.41K -40 -16%
ASN
177
Advisory Services Network
Georgia
$5K -$5.09K -145 -42%
GAM
178
Gemmer Asset Management
California
$5K
QCG
179
Quadrant Capital Group
Ohio
$5K +$2.92K +83 +98%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$5K +$6.04K +172 New
SWA
181
Sutton Wealth Advisors
Florida
$4.42K -$25.2K -717 -81%
LWM
182
Liberty Wealth Management
California
$4K -$316 -9 -5%
FCA
183
FinTrust Capital Advisors
South Carolina
$4K
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$5.34K +152 New
LC
185
Lindbrook Capital
California
$4K +$5.69K +162 New
HR
186
Howe & Rusling
New York
$3K -$105 -3 -3%
TFO
187
Tarbox Family Office
California
$3K
APA
188
American Portfolios Advisors
New York
$2.68K
CFA
189
Carroll Financial Associates
North Carolina
$2K
CFGS
190
Concourse Financial Group Securities
Alabama
$2K
GFPC
191
Global Financial Private Client
Florida
$1.19K
HFS
192
HBC Financial Services
Washington
$1K -$9.59K -273 -24%
AII
193
AGF Investments Inc
Ontario, Canada
$1K +$1.69K +48 New
NL
194
NWAM LLC
Washington
$271 -$21.4K -608 -6%
FGAM
195
Financial Gravity Asset Management
Texas
$254 +$35 +1 +13%
TPCW
196
TD Private Client Wealth
New York
$214
Lord, Abbett & Co
197
Lord, Abbett & Co
New Jersey
-$11.4M -281,340 Closed
KCM
198
Kennedy Capital Management
Missouri
-$6.03M -148,241 Closed
DA
199
Duality Advisers
Florida
-$1.04M -25,641 Closed
HF
200
HRT Financial
New York
-$835K -20,527 Closed

COLB Hedge Fund Activity: Q1 2020 in Review

199 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q1 2020, worth a combined $1.83B — down 33% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of COLB and 25 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 68 added.

The largest buyer was Victory Capital Management, adding an estimated $63.8M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $24.1M.

  • 199 institutional investors held Columbia Banking Systems (COLB) as of Q1 2020, down from 208 in Q4 2019.
  • Funds reported $1.83B of Columbia Banking Systems stock for Q1 2020, down 33% quarter-over-quarter.
  • 25 funds opened new Columbia Banking Systems positions in Q1 2020 and 32 closed out, a net change of -7 holders.
  • The largest Columbia Banking Systems buyer in Q1 2020 was Victory Capital Management, an estimated $63.8M added.
  • The largest Columbia Banking Systems seller in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2020.