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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
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$274K
PA
177
Profund Advisors
Maryland
$265K +$242K +17,421 New
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$258K +$236K +16,968 New
WIA
179
World Investment Advisors
California
$244K
TCM
180
Teza Capital Management
Illinois
$237K +$217K +15,571 New
VFA
181
Valeo Financial Advisors
Indiana
$236K
ECM
182
EMC Capital Management
Texas
$235K +$214K +15,425 New
NC
183
nVerses Capital
Florida
$230K +$210K +15,100 New
Cerity Partners
184
Cerity Partners
New York
$223K +$203K +14,630 New
Osaic Holdings
185
Osaic Holdings
Arizona
$215K -$10.9K -786 -5%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$215K +$6.15K +442 +3%
State Board of Administration of Florida Retirement System
187
State Board of Administration of Florida Retirement System
Florida
$207K -$415K -29,861 -64%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$205K -$26K -1,872 -12%
AIP
189
Ameritas Investment Partners
Nebraska
$201K
RJA
190
Raymond James & Associates
Florida
$200K -$33.4K -2,400 -15%
Handelsbanken Fonder
191
Handelsbanken Fonder
Sweden
$195K
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$193K +$176K +12,676 New
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$190K -$98.2K -7,061 -36%
KAS
194
Kestra Advisory Services
Texas
$187K -$1.74K -125 -1%
CAN
195
Cetera Advisor Networks
California
$178K -$435K -31,263 -73%
LNC
196
Lincoln National Corp
Pennsylvania
$173K +$292 +21 +0.2%
DC
197
Destiny Capital
Colorado
$167K
TRCT
198
Tower Research Capital (TRC)
New York
$162K -$397K -28,568 -73%
BFIM
199
Beese Fulmer Investment Management
Ohio
$155K
SG Americas Securities
200
SG Americas Securities
New York
$154K -$383K -27,526 -73%

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.