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Banc of California

267 hedge funds and large institutions have $2.24B invested in Banc of California in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $22.2M

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

12% more capital invested

Capital invested by funds: $2B → $2.24B (+$240M)

2% more funds holding

Funds holding: 261267 (+6)

3.01% less ownership

Funds ownership: 99.08%96.07% (-3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 100

Holders
267
Holders Change
+6
Holders Change %
+2.3%
% of All Funds
3.83%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
34
Increased
79
Reduced
100
Closed
28
Calls
$34.5M
Puts
$22.2M
Net Calls
+$12.3M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
TD Capital Management
Tennessee
$973
CPA
252
Capital Performance Advisors
California
$972 +$916 +66 New
TAM
253
Tucker Asset Management
Colorado
$957 -$236 -17 -21%
SWM
254
Spire Wealth Management
Virginia
$957
QC
255
Quent Capital
New York
$486
PWMG
256
Prestige Wealth Management Group
New Jersey
$431 +$402 +29 New
GWSG
257
GPS Wealth Strategies Group
Colorado
$295
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$250 -$625 -45 -73%
LFG
259
Larson Financial Group
Missouri
$250
AF
260
Advisornet Financial
Minnesota
$236
MFG
261
Mendota Financial Group
Wisconsin
$207 +$194 +14 New
HI
262
Harbour Investments
Wisconsin
$103
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$15 -$42 -3 -75%
Federated Hermes
264
Federated Hermes
Pennsylvania
$9
EMFAT
265
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2 -$7.2M -518,511 Closed
Capital Research Global Investors
266
Capital Research Global Investors
California
-$61.3M -4,794,483 Closed
SIG
267
Senator Investment Group
New York
-$16.4M -1,285,000 Closed
BSG
268
Black Swift Group
Colorado
-$5.11M -400,000 Closed
AI
269
Atom Investors
Texas
-$3.24M -253,654 Closed
NICM
270
Neo Ivy Capital Management
New York
-$2.95M -231,064 Closed
IMRF
271
Illinois Municipal Retirement Fund
Illinois
-$992K -77,629 Closed
FNBOH
272
First National Bank of Hutchinson
Kansas
-$923K -72,190 Closed
MFG
273
MidWestOne Financial Group
Iowa
-$784K -61,351 Closed
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
-$679K -53,139 Closed
HighTower Advisors
275
HighTower Advisors
Illinois
-$503K -39,399 Closed

BANC Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Banc of California (BANC) for Q3 2024, worth a combined $2.24B — up 12% from $2B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BANC positions and 28 closed out — a net gain of 6 holders — while 79 added to existing stakes and 100 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $26.5M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $61.3M sold.

  • 267 institutional investors held Banc of California (BANC) as of Q3 2024, up from 261 in Q2 2024.
  • Funds reported $2.24B of Banc of California stock for Q3 2024, up 12% quarter-over-quarter.
  • 34 funds opened new Banc of California positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest Banc of California buyer in Q3 2024 was Citadel Advisors, an estimated $26.5M added.
  • The largest Banc of California seller in Q3 2024 was Capital Research Global Investors, an estimated $61.3M sold.

Based on aggregated 13F filings for Q3 2024.