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Columbia Banking Systems

226 hedge funds and large institutions have $2.53B invested in Columbia Banking Systems in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 84 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

2% more funds holding

Funds holding: 222226 (+4)

10% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 84

1.72% less ownership

Funds ownership: 90.93%89.21% (-1.7%)

7% less capital invested

Capital invested by funds: $2.72B → $2.53B (-$192M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
76
Reduced
84
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$15K
VDFA
202
Vickerman & Driscoll Financial Advisors
Washington
$14K
DBT
203
Dubuque Bank & Trust
Iowa
$10K -$185K -4,447 -95%
CPIG
204
Chicago Partners Investment Group
Illinois
$8K
GAM
205
Gemmer Asset Management
California
$8K
SWM
206
SeaCrest Wealth Management
New York
$8K
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$8K +$1.66K +40 +25%
ST
208
Smithfield Trust
Pennsylvania
$7K
SWA
209
Sutton Wealth Advisors
Florida
$6.75K -$19.3K -465 -73%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$5K -$19.1K -460 -79%
RWA
211
River Wealth Advisors
Pennsylvania
$5K
APP
212
Avantax Planning Partners
Iowa
$4K +$4.15K +100 New
SPIA
213
Steward Partners Investment Advisory
New York
$4K +$4.28K +103 New
SWP
214
Stratos Wealth Partners
Ohio
$4K +$4.28K +103 New
RCAG
215
Rehmann Capital Advisory Group
Michigan
$3.46K -$332 -8 -8%
HR
216
Howe & Rusling
New York
$3K
APA
217
American Portfolios Advisors
New York
$2.95K
QCG
218
Quadrant Capital Group
Ohio
$2K
TRCT
219
Tower Research Capital (TRC)
New York
$2K +$1.87K +45 New
Federated Hermes
220
Federated Hermes
Pennsylvania
$2K +$1.91K +46 New
GI
221
Gradient Investments
Minnesota
$2K +$2.12K +51 New
DAM
222
Delta Asset Management
Tennessee
$1K
FGAM
223
Financial Gravity Asset Management
Texas
$1K
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
-$1.67M -40,938 Closed
MWNA
225
Marshall Wace North America
New York
-$1.16M -28,468 Closed

COLB Hedge Fund Activity: Q3 2018 in Review

226 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q3 2018, worth a combined $2.53B — down 7% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new COLB positions and 13 closed out — a net gain of 5 holders — while 76 added to existing stakes and 84 trimmed.

The largest buyer was Invesco, adding an estimated $21.7M. The largest seller was Fidelity Investments, cutting an estimated $27.9M.

  • 226 institutional investors held Columbia Banking Systems (COLB) as of Q3 2018, up from 222 in Q2 2018.
  • Funds reported $2.53B of Columbia Banking Systems stock for Q3 2018, down 7% quarter-over-quarter.
  • 18 funds opened new Columbia Banking Systems positions in Q3 2018 and 13 closed out, a net change of +5 holders.
  • The largest Columbia Banking Systems buyer in Q3 2018 was Invesco, an estimated $21.7M added.
  • The largest Columbia Banking Systems seller in Q3 2018 was Fidelity Investments, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2018.