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Columbia Sportswear

289 hedge funds and large institutions have $2.75B invested in Columbia Sportswear in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 84

7% more capital invested

Capital invested by funds: $2.57B → $2.75B (+$181M)

1% more funds holding

Funds holding: 285289 (+4)

0.17% more ownership

Funds ownership: 48.64%48.81% (+0.17%)

36% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.61M

Holders
289
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
106
Reduced
84
Closed
27
Calls
$2.93M
Puts
$4.61M
Net Calls
-$1.68M
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$343M -$5.56M -62,061 -2%
BlackRock
2
BlackRock
New York
$284M +$3.06M +34,100 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$274M +$2.92M +32,609 +1%
Victory Capital Management
4
Victory Capital Management
Texas
$163M +$7.7M +85,960 +5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$117M -$7.13M -79,590 -6%
State Street
6
State Street
Massachusetts
$92.1M -$362K -4,039 -0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$87.2M +$3.15M +35,152 +4%
BTW
8
Boston Trust Walden
Massachusetts
$82.3M +$2.47M +27,525 +3%
Invesco
9
Invesco
Georgia
$78.7M -$16.2M -181,159 -17%
Macquarie Group
10
Macquarie Group
Australia
$77.4M +$1.38M +15,421 +2%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$58.2M +$196K +2,188 +0.3%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$52.1M +$39.8M +444,199 +334%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50M +$1.44M +16,059 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$45.5M -$34.2M -381,960 -43%
Charles Schwab
15
Charles Schwab
California
$43.7M +$857K +9,557 +2%
BNP Paribas Asset Management
16
BNP Paribas Asset Management
France
$41.5M -$113K -1,259 -0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$37.6M -$221K -2,471 -0.6%
Bank of America
18
Bank of America
North Carolina
$31.2M -$437K -4,880 -1%
Northern Trust
19
Northern Trust
Illinois
$30M +$492K +5,491 +2%
Norges Bank
20
Norges Bank
Norway
$28.4M +$1.12M +12,541 +4%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.5M +$1.72M +19,214 +7%
First Trust Advisors
22
First Trust Advisors
Illinois
$27.1M +$4.55M +50,750 +20%
CC
23
Criteria Caixa
Spain
$26.8M
Marshall Wace
24
Marshall Wace
United Kingdom
$20.8M +$10.2M +114,157 +98%
Franklin Resources
25
Franklin Resources
California
$20.7M -$849K -9,468 -4%

COLM Hedge Fund Activity: Q1 2023 in Review

289 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Columbia Sportswear (COLM) for Q1 2023, worth a combined $2.75B — up 7.1% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new COLM positions and 27 closed out — a net gain of 8 holders — while 106 added to existing stakes and 84 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $39.8M. The largest seller was JP Morgan Chase, cutting an estimated $34.2M.

  • 289 institutional investors held Columbia Sportswear (COLM) as of Q1 2023, up from 285 in Q4 2022.
  • Funds reported $2.75B of Columbia Sportswear stock for Q1 2023, up 7.1% quarter-over-quarter.
  • 35 funds opened new Columbia Sportswear positions in Q1 2023 and 27 closed out, a net change of +8 holders.
  • The largest Columbia Sportswear buyer in Q1 2023 was Balyasny Asset Management, an estimated $39.8M added.
  • The largest Columbia Sportswear seller in Q1 2023 was JP Morgan Chase, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2023.