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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
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81K +$1.66K +119 New
LC
252
Lindbrook Capital
California
$1.73K +$1.58K +114 New
PO
253
Private Ocean
California
$1.66K
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$1.35K
TAM
255
Tucker Asset Management
Colorado
$1.25K
OAJ
256
Ogorek Anthony Joseph
New York
$1K
TCM
257
TD Capital Management
Tennessee
$991
SWM
258
Spire Wealth Management
Virginia
$989
BGAI
259
Bruce G. Allen Investments
Colorado
$852
HI
260
Harbour Investments
Wisconsin
$791
HNB
261
Huntington National Bank
Ohio
$761 +$695 +50 New
SS
262
Sunbelt Securities
Texas
$684
QC
263
Quent Capital
New York
$502
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$305 -$3.57K -257 -93%
GWSG
265
GPS Wealth Strategies Group
Colorado
$304
TSWM
266
Tyler-Stone Wealth Management
Ohio
$304
AF
267
Advisornet Financial
Minnesota
$243
ECM
268
Everence Capital Management
Indiana
$203 -$153 -11 -0.1%
RIL
269
Rothschild Investment LLC
Illinois
$152 +$139 +10 New
Federated Hermes
270
Federated Hermes
Pennsylvania
$9
WMSA
271
Weiss Multi-Strategy Advisers
New York
-$8.41M -626,402 Closed
CSS
272
Cubist Systematic Strategies
Connecticut
-$5.33M -396,828 Closed
Axa
273
Axa
France
-$5.31M -395,013 Closed
FHC
274
Forest Hill Capital
Arkansas
-$4.5M -334,882 Closed
PMEF
275
Point72 Middle East FZE
United Arab Emirates
-$3.1M -230,586 Closed

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.