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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
HFA
301
Highland Financial Advisors
New Jersey
-$207K -15,439 Closed
CCIA
302
Campbell & Co Investment Adviser
Maryland
-$200K -14,908 Closed
PFS
303
Prospera Financial Services
Texas
-$189K -14,047 Closed
CANY
304
Caxton Associates (New York)
New York
-$186K -13,847 Closed
Point72 Asset Management
305
Point72 Asset Management
Connecticut
-$180K -13,400 Closed
AWM
306
Aviso Wealth Management
Washington
-$143K -10,681 Closed
ASN
307
Advisory Services Network
Georgia
-$48.2K -3,589 Closed
LF
308
Lee Financial
Texas
-$40.1K -2,967 Closed
GWS
309
Glassman Wealth Services
Virginia
-$15.6K -1,162 Closed
PMFA
310
Plante Moran Financial Advisors
Michigan
-$13.2K -985 Closed
Canada Pension Plan Investment Board
311
Canada Pension Plan Investment Board
Ontario, Canada
-$12.3K -919 Closed
C
312
Covestor
United Kingdom
-$12.1K -868 -99%
AWM
313
Able Wealth Management
New Jersey
-$4.85K -361 Closed
PS
314
Planned Solutions
California
-$4.18K -311 Closed
National Bank of Canada
315
National Bank of Canada
Quebec, Canada
-$3.48K -262 Closed
CMBA
316
C.M. Bidwell & Associates
Hawaii
-$3.02K -225 Closed
IA
317
IFP Advisors
Florida
-$1.76K -131 Closed
BF
318
BOK Financial
Oklahoma
-$1.46K -109 Closed
TC
319
Truvestments Capital
Florida
-$1.24K -92 Closed
WOC
320
West Oak Capital
California
-$1K -78 Closed
Barrow, Hanley, Mewhinney & Strauss
321
Barrow, Hanley, Mewhinney & Strauss
Texas
-$591 -44 Closed
PCM
322
PenderFund Capital Management
British Columbia, Canada
-$53 -3 Closed
NA
323
NewEdge Advisors
Louisiana
-$13 -1 Closed
WAM
324
Wolverine Asset Management
Illinois
-$13 -1 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.