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Banc of California
BANC

Overview Fund Activity

272 hedge funds and large institutions have $2.26B invested in Banc of California in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-15
Holders Change %
-5.23%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
42
Increased
92
Reduced
85
Closed
54
Calls
$34.4M
Puts
$32.7M
Net Calls
+$1.73M
Net Calls Change
+$7.18M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$44.3M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$32.6M
3
American Century Companies
3
American Century Companies
Missouri
$38.9M
4
BlackRock
4
BlackRock
New York
$331M
5
State Street
5
State Street
Massachusetts
$149M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.4M
3
FCM
3
FJ Capital Management
Virginia
$33.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.07M
5
BAM
5
Bayview Asset Management
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$9.9K – – –
EWA
227
EverSource Wealth Advisors
Alabama
$9.47K – – –
PS
228
Principal Securities
Iowa
$8.37K -$517 -34 -6%
PA
229
Parallel Advisors
California
$7.79K +$46 +3 +0.6%
UB
230
UMB Bank
Missouri
$6.94K +$852 +56 +14%
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$6.83K -$15 -1 -0.2%
US Bancorp
232
US Bancorp
Minnesota
$5.69K – – –
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$5.51K +$5.51K +378 New
PCM
234
Palouse Capital Management
Washington
$5.17K +$5.17K +340 New
JWA
235
JFS Wealth Advisors
Pennsylvania
$4.99K – – –
RFG
236
RFP Financial Group
Georgia
$4.55K +$30 +2 +0.7%
S
237
SignatureFD
Georgia
$4.15K +$4.15K +273 New
FGA
238
Fortis Group Advisors
New Jersey
$3.42K -$3.42K -225 -50%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$3.33K – – –
FFA
240
Farther Finance Advisors
California
$3.15K -$510 -35 -14%
SPIA
241
Steward Partners Investment Advisory
New York
$3.1K – – –
AF
242
Allworth Financial
California
$2.97K +$1.08K +71 +57%
RFA
243
Register Financial Advisors
Georgia
$2.48K +$2.48K +163 New
CPG
244
Cornerstone Planning Group
New Jersey
$2.14K +$44 +3 +2%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.99K – – –
BTI
246
Blue Trust Inc
Georgia
$1.98K +$1.98K +130 New
FHA
247
First Horizon Advisors
Tennessee
$1.93K +$882 +58 +84%
CCMI
248
Creative Capital Management Investments
California
$1.9K – – –
PFBT
249
Parkside Financial Bank & Trust
Missouri
$1.83K -$46 -3 -2%
BCMLT
250
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81K +$1.81K +119 New
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10
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