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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 %
JFGIW
251
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.75K +$3.75K +277 New
National Bank of Canada
252
National Bank of Canada
Quebec, Canada
$3.48K +$3.48K +262 New
FFA
253
Farther Finance Advisors
California
$3.37K +$3.37K +251 New
CMBA
254
C.M. Bidwell & Associates
Hawaii
$3.02K +$3.02K +225 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$2.94K +$2.94K +219 New
SPIA
256
Steward Partners Investment Advisory
New York
$2.74K +$2.74K +204 New
CPG
257
Cornerstone Planning Group
New Jersey
$1.93K +$1.93K +144 New
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76K +$1.76K +131 New
IA
259
IFP Advisors
Florida
$1.76K +$1.76K +131 New
CCMI
260
Creative Capital Management Investments
California
$1.68K +$1.68K +125 New
AF
261
Allworth Financial
California
$1.67K +$914 +68 +121%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$1.65K -$242 -18 -13%
PO
263
Private Ocean
California
$1.46K +$1.46K +109 New
BF
264
BOK Financial
Oklahoma
$1.46K +$1.46K +109 New
TC
265
Truvestments Capital
Florida
$1.24K +$1.24K +92 New
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$1.2K +$658 +49 +123%
TAM
267
Tucker Asset Management
Colorado
$1.1K +$1.1K +82 New
WOC
268
West Oak Capital
California
$1K +$1K +78 New
OAJ
269
Ogorek Anthony Joseph
New York
$1K +$1K +102 New
FHA
270
First Horizon Advisors
Tennessee
$926 – – –
TCM
271
TD Capital Management
Tennessee
$868 +$868 +65 New
SWM
272
Spire Wealth Management
Virginia
$814 +$814 +65 New
BGAI
273
Bruce G. Allen Investments
Colorado
$752 +$752 +56 New
HI
274
Harbour Investments
Wisconsin
$698 +$698 +52 New
SS
275
Sunbelt Securities
Texas
$604 +$604 +45 New
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11
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