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Columbia Banking Systems

374 hedge funds and large institutions have $5.07B invested in Columbia Banking Systems in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $7.5M | Put options by funds: $2.25M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

33% more capital invested

Capital invested by funds: $3.81B → $5.07B (+$1.26B)

31% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 49

4% more funds holding

Funds holding: 361374 (+13)

1.27% more ownership

Funds ownership: 91.34%92.61% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 124

Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
5.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
64
Increased
132
Reduced
124
Closed
49
Calls
$7.5M
Puts
$2.25M
Net Calls
+$5.25M
Net Calls Change
+$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$557M -$21.3M -895,384 -4%
BlackRock
2
BlackRock
New York
$472M -$5.91M -248,109 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$329M +$24.3M +1,021,190 +9%
State Street
4
State Street
Massachusetts
$271M -$6.18M -259,567 -2%
Franklin Resources
5
Franklin Resources
California
$198M -$6.74M -282,805 -4%
American Century Companies
6
American Century Companies
Missouri
$197M +$32.1M +1,349,625 +22%
Charles Schwab
7
Charles Schwab
California
$186M +$4.25M +178,327 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$174M +$38.4M +1,611,563 +32%
Morgan Stanley
9
Morgan Stanley
New York
$169M +$1.79M +75,032 +1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$163M -$12.5M -525,432 -8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$131M +$43.3M +1,819,619 +57%
Macquarie Group
12
Macquarie Group
Australia
$125M +$1.92M +80,804 +2%
SAM
13
Silvercrest Asset Management
New York
$107M +$4.36M +183,246 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$102M -$19.1M -803,188 -17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$96.2M +$162K +6,804 +0.2%
EIP
16
Epoch Investment Partners
New York
$61.2M -$4.94M -207,572 -8%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.5M -$297K -12,451 -0.5%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$59.1M +$13.4M +562,467 +33%
Invesco
19
Invesco
Georgia
$58.7M -$11.6M -487,737 -18%
Pzena Investment Management
20
Pzena Investment Management
New York
$58.1M -$4.92M -206,683 -8%
Norges Bank
21
Norges Bank
Norway
$54.5M -$4.86M -204,171 -9%
CB
22
Cooke & Bieler
Pennsylvania
$54M -$1.16M -48,499 -2%
Ameriprise
23
Ameriprise
Minnesota
$50.4M +$11.7M +491,264 +34%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$45.2M -$1.31M -54,929 -3%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$43.9M +$40M +1,681,041 New

COLB Hedge Fund Activity: Q3 2024 in Review

374 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbia Banking Systems (COLB) for Q3 2024, worth a combined $5.07B — up 33% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new COLB positions and 49 closed out — a net gain of 15 holders — while 132 added to existing stakes and 124 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $43.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $26.4M sold.

  • 374 institutional investors held Columbia Banking Systems (COLB) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $5.07B of Columbia Banking Systems stock for Q3 2024, up 33% quarter-over-quarter.
  • 64 funds opened new Columbia Banking Systems positions in Q3 2024 and 49 closed out, a net change of +15 holders.
  • The largest Columbia Banking Systems buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $43.3M added.
  • The largest Columbia Banking Systems seller in Q3 2024 was Balyasny Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q3 2024.