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Banc of California
BANC

Overview Fund Activity

287 hedge funds and large institutions have $1.86B invested in Banc of California in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 120 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+104
Holders Change %
+56.83%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
128
Increased
120
Reduced
25
Closed
24
Calls
$32.4M
Puts
$37.8M
Net Calls
-$5.44M
Net Calls Change
+$8.04M

Top Buyers

1
WP
Warburg Pincus
New York
$209M
2
BlackRock
BlackRock
New York
$267M
3
CP
Centerbridge Partners
New York
$81.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$121M
5
State Street
State Street
Massachusetts
$107M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.95M
2
Victory Capital Management
Victory Capital Management
Texas
$17.5M
3
BFM
Boothbay Fund Management
New York
$0
4
OFCM
One Fin Capital Management
California
$0
5
PFP
Patriot Financial Partners
Pennsylvania
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PH
176
Pinnacle Holdings
Oklahoma
$335K +$222K +16,534 +197%
ProShare Advisors
177
ProShare Advisors
Maryland
$331K +$331K +24,643 New
MOACM
178
Mutual of America Capital Management
New York
$307K +$307K +22,892 New
FRM
179
Fox Run Management
Connecticut
$304K +$304K +22,615 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$303K +$247K +18,407 +439%
WT
181
Whittier Trust
California
$303K – – –
I
182
InceptionR
California
$299K +$299K +22,263 New
AC
183
Apella Capital
Connecticut
$298K +$298K +23,341 New
SI
184
Stephens Inc
Arkansas
$276K +$276K +20,525 New
XT
185
XTX Topco
Cayman Islands
$275K +$275K +20,488 New
NC
186
NinePointTwo Capital
California
$265K +$265K +19,735 New
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$263K +$263K +19,579 New
GS
188
GTS Securities
New York
$251K +$251K +18,679 New
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$242K +$242K +18,018 New
Mariner
190
Mariner
Kansas
$229K +$229K +17,050 New
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$229K +$229K +16,503 New
CIBC World Market
192
CIBC World Market
Ontario, Canada
$226K +$226K +16,793 New
VFA
193
Valeo Financial Advisors
Indiana
$225K +$225K +16,750 New
Amundi
194
Amundi
France
$219K +$135K +10,427 +160%
WIA
195
World Investment Advisors
California
$216K +$216K +16,050 New
RJA
196
Raymond James & Associates
Florida
$209K +$209K +15,582 New
HFA
197
Highland Financial Advisors
New Jersey
$207K +$207K +15,439 New
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$206K +$72.7K +5,412 +54%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$204K +$204K +15,192 New
Osaic Holdings
200
Osaic Holdings
Arizona
$201K +$19.6K +1,458 +11%
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