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Banc of California

174 hedge funds and large institutions have $1.06B invested in Banc of California in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

2% more funds holding

Funds holding: 171174 (+3)

5% less capital invested

Capital invested by funds: $1.12B → $1.06B (-$52.3M)

2.03% less ownership

Funds ownership: 114.23%112.2% (-2%)

28% less call options, than puts

Call options by funds: $9.28M | Put options by funds: $12.9M

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
3.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
19
Increased
62
Reduced
56
Closed
15
Calls
$9.28M
Puts
$12.9M
Net Calls
-$3.64M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$20K +$1.77K +90 +9%
FCMT
152
Founders Capital Management (Texas)
Texas
$19K
SWA
153
Sutton Wealth Advisors
Florida
$19K
MOACM
154
Mutual of America Capital Management
New York
$15K +$13K +658 +422%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$12K
TRCT
156
Tower Research Capital (TRC)
New York
$10K -$52.8K -2,683 -84%
LFA
157
Legacy Financial Advisors
Kentucky
$8K -$906 -46 -10%
Parallax Volatility Advisers
158
Parallax Volatility Advisers
California
$7K -$2.56M -129,946 -100%
CG
159
Cutler Group
California
$7K +$7.88K +400 New
GWM
160
Geneos Wealth Management
Colorado
$6K +$39 +2 +0.6%
PA
161
Parallel Advisors
California
$4K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$4K +$4.55K +231 New
GAM
163
Gemmer Asset Management
California
$3K
S
164
SignatureFD
Georgia
$3K
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$3K
BCA
166
Bray Capital Advisors
Florida
$3K +$3.01K +153 New
HR
167
Howe & Rusling
New York
$2K
RFC
168
Regions Financial Corp
Alabama
$2K
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$2K +$1.97K +100 New
JA
170
JOYN Advisors
Georgia
$1K -$197 -10 -15%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$1K
FIA
172
FNY Investment Advisers
New York
$1K +$1.77K +90 New
FRA
173
Front Row Advisors
California
$1
HI
174
HBK Investments
Texas
-$1.99M -101,828 Closed
KCP
175
Kenmare Capital Partners
New York
-$1.29M -66,252 Closed

BANC Hedge Fund Activity: Q3 2018 in Review

174 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Banc of California (BANC) for Q3 2018, worth a combined $1.06B — down 4.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BANC positions and 15 closed out — a net gain of 4 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $11.5M. The largest seller was Millennium Management, cutting an estimated $18.6M.

  • 174 institutional investors held Banc of California (BANC) as of Q3 2018, up from 171 in Q2 2018.
  • Funds reported $1.06B of Banc of California stock for Q3 2018, down 4.7% quarter-over-quarter.
  • 19 funds opened new Banc of California positions in Q3 2018 and 15 closed out, a net change of +4 holders.
  • The largest Banc of California buyer in Q3 2018 was William Blair Investment Management, an estimated $11.5M added.
  • The largest Banc of California seller in Q3 2018 was Millennium Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2018.