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Banc of California

273 hedge funds and large institutions have $2.26B invested in Banc of California in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

21% more capital invested

Capital invested by funds: $1.86B → $2.26B (+$397M)

6.67% more ownership

Funds ownership: 87.96%94.62% (+6.7%)

8% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 85

5% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $32.7M

5% less funds holding

Funds holding: 287273 (-14)

20% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 54

Holders
273
Holders Change
-14
Holders Change %
-4.88%
% of All Funds
3.93%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
43
Increased
92
Reduced
85
Closed
54
Calls
$34.4M
Puts
$32.7M
Net Calls
+$1.73M
Net Calls Change
+$7.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$13.2K +$459 +33 +4%
GRP
227
Global Retirement Partners
California
$9.9K
EWA
228
EverSource Wealth Advisors
Alabama
$9.47K
PS
229
Principal Securities
Iowa
$8.37K -$473 -34 -6%
PA
230
Parallel Advisors
California
$7.79K +$42 +3 +0.6%
UB
231
UMB Bank
Missouri
$6.94K +$779 +56 +14%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$6.83K -$14 -1 -0.2%
US Bancorp
233
US Bancorp
Minnesota
$5.69K
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$5.51K +$5.26K +378 New
PCM
235
Palouse Capital Management
Washington
$5.17K +$4.73K +340 New
JWA
236
JFS Wealth Advisors
Pennsylvania
$4.99K
RFG
237
RFP Financial Group
Georgia
$4.55K +$28 +2 +0.7%
S
238
SignatureFD
Georgia
$4.15K +$3.8K +273 New
FGA
239
Fortis Group Advisors
New Jersey
$3.42K -$3.13K -225 -50%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$3.33K
FFA
241
Farther Finance Advisors
California
$3.15K -$487 -35 -14%
SPIA
242
Steward Partners Investment Advisory
New York
$3.1K
AF
243
Allworth Financial
California
$2.97K +$987 +71 +57%
RFA
244
Register Financial Advisors
Georgia
$2.48K +$2.27K +163 New
CPG
245
Cornerstone Planning Group
New Jersey
$2.14K +$42 +3 +2%
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.99K
BTI
247
Blue Trust Inc
Georgia
$1.98K +$1.81K +130 New
FHA
248
First Horizon Advisors
Tennessee
$1.93K +$807 +58 +84%
CCMI
249
Creative Capital Management Investments
California
$1.9K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$1.83K -$42 -3 -2%

BANC Hedge Fund Activity: Q1 2024 in Review

273 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Banc of California (BANC) for Q1 2024, worth a combined $2.26B — up 21% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of BANC and 43 opened new positions — a net loss of 11 holders — while 85 trimmed existing stakes and 92 added.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $40.5M. The largest seller was Morgan Stanley, cutting an estimated $34.3M.

  • 273 institutional investors held Banc of California (BANC) as of Q1 2024, down from 287 in Q4 2023.
  • Funds reported $2.26B of Banc of California stock for Q1 2024, up 21% quarter-over-quarter.
  • 43 funds opened new Banc of California positions in Q1 2024 and 54 closed out, a net change of -11 holders.
  • The largest Banc of California buyer in Q1 2024 was Azora Capital LP, an estimated $40.5M added.
  • The largest Banc of California seller in Q1 2024 was Morgan Stanley, an estimated $34.3M sold.

Based on aggregated 13F filings for Q1 2024.