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Banc of California
BANC

Overview Fund Activity

287 hedge funds and large institutions have $1.86B invested in Banc of California in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 120 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+104
Holders Change %
+56.83%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
128
Increased
120
Reduced
25
Closed
24
Calls
$32.4M
Puts
$37.8M
Net Calls
-$5.44M
Net Calls Change
+$8.04M

Top Buyers

1
WP
Warburg Pincus
New York
$209M
2
BlackRock
BlackRock
New York
$267M
3
CP
Centerbridge Partners
New York
$81.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$121M
5
State Street
State Street
Massachusetts
$107M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.95M
2
Victory Capital Management
Victory Capital Management
Texas
$17.5M
3
BFM
Boothbay Fund Management
New York
$0
4
OFCM
One Fin Capital Management
California
$0
5
PFP
Patriot Financial Partners
Pennsylvania
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Anchor Investment Management
South Carolina
$44.1K +$44.1K +3,284 New
LF
227
Lee Financial
Texas
$40.1K +$40.1K +2,967 New
KBC Group
228
KBC Group
Belgium
$37K – – –
CSC
229
Caldwell Sutter Capital
California
$26.9K – – –
VCM
230
Versant Capital Management
Arizona
$25.5K +$24.5K +1,825 +2,466%
GWS
231
Glassman Wealth Services
Virginia
$15.6K +$15.6K +1,162 New
PMFA
232
Plante Moran Financial Advisors
Michigan
$13.2K +$13.2K +985 New
Canada Pension Plan Investment Board
233
Canada Pension Plan Investment Board
Ontario, Canada
$12.3K +$12.3K +919 New
C
234
Covestor
United Kingdom
$12K +$10.4K +764 +670%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$11.2K +$7.6K +566 +209%
EWA
236
EverSource Wealth Advisors
Alabama
$9.29K +$6.96K +518 +298%
FFO
237
Fortitude Family Office
Arizona
$9.17K +$9.17K +683 New
AP
238
Atwood & Palmer
Missouri
$8.81K +$8.81K +656 New
GRP
239
Global Retirement Partners
California
$8.09K – – –
PS
240
Principal Securities
Iowa
$7.84K +$7.84K +584 New
QCG
241
Quadrant Capital Group
Ohio
$7.54K -$6.58K -490 -47%
PA
242
Parallel Advisors
California
$6.83K +$67 +5 +1%
FGA
243
Fortis Group Advisors
New Jersey
$6.04K +$3.02K +225 +100%
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$6K +$5.39K +402 +893%
UB
245
UMB Bank
Missouri
$5.37K – – –
US Bancorp
246
US Bancorp
Minnesota
$5.02K – – –
AWM
247
Able Wealth Management
New Jersey
$4.85K +$4.85K +361 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$4.41K +$4.41K +328 New
PS
249
Planned Solutions
California
$4.18K +$4.18K +311 New
RFG
250
RFP Financial Group
Georgia
$3.99K +$3.99K +297 New
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