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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
NMERB
176
New Mexico Educational Retirement Board
New Mexico
$823K
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$811K -$92.5K -4,496 -10%
GC
178
Guggenheim Capital
Illinois
$801K +$208K +10,104 +32%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$796K -$300K -14,576 -26%
SN
180
Sittner & Nelson
Oregon
$790K
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$772K
PHK
182
Point72 Hong Kong
Hong Kong
$770K +$819K +39,789 New
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$729K +$93.6K +4,551 +14%
GT
184
Glenmede Trust
Pennsylvania
$728K -$134K -6,514 -15%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$690K -$1.01M -49,296 -58%
AC
186
Abbrea Capital
California
$678K
Corient Private Wealth
187
Corient Private Wealth
Florida
$675K -$25.4K -1,235 -3%
MNBTD
188
Moody National Bank Trust Division
Texas
$666K +$218K +10,593 +44%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$653K -$178K -8,653 -20%
VIM
190
Vista Investment Management
Pennsylvania
$646K +$36.4K +1,771 +6%
Osaic Holdings
191
Osaic Holdings
Arizona
$642K -$93.9K -4,564 -12%
QCIG
192
Quad-Cities Investment Group
Iowa
$637K +$85K +4,132 +14%
Russell Investments Group
193
Russell Investments Group
United Kingdom
$617K -$183K -8,885 -22%
State of Tennessee, Department of Treasury
194
State of Tennessee, Department of Treasury
Tennessee
$604K -$514K -25,000 -44%
BCI
195
Brinker Capital Investments
Pennsylvania
$602K -$48.6K -2,362 -7%
OPS
196
Orion Portfolio Solutions
Nebraska
$602K -$48.6K -2,362 -7%
Pacer Advisors
197
Pacer Advisors
Pennsylvania
$602K -$5.6K -272 -0.9%
HC
198
Henshaw Capital
Massachusetts
$600K +$11.6K +562 +2%
TF
199
Talbot Financial
Washington
$591K
Creative Planning
200
Creative Planning
Kansas
$585K +$280K +13,615 +82%

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.