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Banc of California

283 hedge funds and large institutions have $2.38B invested in Banc of California in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $5.52M

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 77

6% more capital invested

Capital invested by funds: $2.24B → $2.38B (+$142M)

6% more funds holding

Funds holding: 267283 (+16)

1.26% more ownership

Funds ownership: 96.07%97.33% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
283
Holders Change
+16
Holders Change %
+5.99%
% of All Funds
3.73%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
103
Reduced
77
Closed
36
Calls
$25.9M
Puts
$5.52M
Net Calls
+$20.4M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
B
251
Birchbrook
Maine
$2.78K +$2.84K +180 New
RIL
252
Rothschild Investment LLC
Illinois
$2.55K +$1.18K +75 +83%
SPF
253
South Plains Financial
Texas
$2.47K +$2.52K +160 New
CPG
254
Cornerstone Planning Group
New Jersey
$2.39K +$16 +1 +0.7%
HNW
255
High Note Wealth
Minnesota
$2.1K +$2.15K +136 New
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.02K
BTI
257
Blue Trust Inc
Georgia
$2.01K -$10.5K -663 -84%
CCMI
258
Creative Capital Management Investments
California
$1.93K
PFBT
259
Parkside Financial Bank & Trust
Missouri
$1.86K
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K +$16 +1 +0.8%
AF
261
Allworth Financial
California
$1.66K -$1.25K -79 -43%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$1.62K -$136K -8,626 -99%
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.38K
ACM
264
Aster Capital Management
United Arab Emirates
$1.38K +$1.4K +89 New
T
265
Transce3nd
Texas
$1.14K +$1.17K +74 New
WA
266
WPG Advisers
Maryland
$1.05K +$1.07K +68 New
TCM
267
TD Capital Management
Tennessee
$1.03K +$16 +1 +2%
SWM
268
Spire Wealth Management
Virginia
$1K
TAM
269
Tucker Asset Management
Colorado
$1K
OAJ
270
Ogorek Anthony Joseph
New York
$1K +$16 +1 +1%
NS
271
NBC Securities
Alabama
$845 -$825K -52,251 -100%
AAP
272
Arax Advisory Partners
Colorado
$773 +$789 +50 New
PWMG
273
Prestige Wealth Management Group
New Jersey
$452
JWA
274
JFS Wealth Advisors
Pennsylvania
$449 -$5.18K -328 -92%
GWSG
275
GPS Wealth Strategies Group
Colorado
$309

BANC Hedge Fund Activity: Q4 2024 in Review

283 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Banc of California (BANC) for Q4 2024, worth a combined $2.38B — up 6.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BANC positions and 36 closed out — a net gain of 19 holders — while 103 added to existing stakes and 77 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $62.4M. The largest seller was Centerbridge Partners, cutting an estimated $32.8M.

  • 283 institutional investors held Banc of California (BANC) as of Q4 2024, up from 267 in Q3 2024.
  • Funds reported $2.38B of Banc of California stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 55 funds opened new Banc of California positions in Q4 2024 and 36 closed out, a net change of +19 holders.
  • The largest Banc of California buyer in Q4 2024 was Wellington Management Group, an estimated $62.4M added.
  • The largest Banc of California seller in Q4 2024 was Centerbridge Partners, an estimated $32.8M sold.

Based on aggregated 13F filings for Q4 2024.