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Banc of California
BANC

Overview Fund Activity

260 hedge funds and large institutions have $2B invested in Banc of California in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-12
Holders Change %
-4.41%
% of All Funds
3.78%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.16%
New
28
Increased
100
Reduced
81
Closed
37
Calls
$26.7M
Puts
$22.1M
Net Calls
+$4.62M
Net Calls Change
+$2.89M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$114M
2
Goldman Sachs
Goldman Sachs
New York
$46.5M
3
Capital Research Global Investors
Capital Research Global Investors
California
$61.3M
4
RA
Royce & Associates
New York
$20.3M
5
FCM
FJ Capital Management
Virginia
$43.4M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
Millennium Management
Millennium Management
New York
$0
3
SCA
Stieven Capital Advisors
Missouri
$0
4
SIG
Senator Investment Group
New York
$16.4M
5
Victory Capital Management
Victory Capital Management
Texas
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
226
Principal Securities
Iowa
$5.3K -$1.73K -135 -25%
JWA
227
JFS Wealth Advisors
Pennsylvania
$4.56K +$371 +29 +9%
QL
228
Quarry LP
New York
$4.33K +$4.33K +339 New
FFA
229
Farther Finance Advisors
California
$3.87K +$1.1K +86 +40%
RFG
230
RFP Financial Group
Georgia
$3.85K +$26 +2 +0.7%
FGA
231
Fortis Group Advisors
New Jersey
$2.88K – – –
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$2.68K -$115 -9 -4%
AF
233
Allworth Financial
California
$2.62K -$187 -13 -7%
SPIA
234
Steward Partners Investment Advisory
New York
$2.61K – – –
BTI
235
Blue Trust Inc
Georgia
$2.4K +$426 +28 +22%
RFA
236
Register Financial Advisors
Georgia
$2.1K +$13 +1 +0.6%
CPG
237
Cornerstone Planning Group
New Jersey
$1.85K +$13 +1 +0.7%
LC
238
Lindbrook Capital
California
$1.84K +$383 +30 +26%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.67K – – –
FHA
240
First Horizon Advisors
Tennessee
$1.62K – – –
CCMI
241
Creative Capital Management Investments
California
$1.6K – – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$1.53K – – –
BCMLT
243
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52K – – –
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$1.14K – – –
TAM
245
Tucker Asset Management
Colorado
$1.05K – – –
OAJ
246
Ogorek Anthony Joseph
New York
$1K – – –
TCM
247
TD Capital Management
Tennessee
$838 +$13 +1 +2%
SWM
248
Spire Wealth Management
Virginia
$831 – – –
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$792 +$792 +62 New
RIL
250
Rothschild Investment LLC
Illinois
$767 +$639 +50 +500%
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10
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