We are live on ! Find out more
BANC icon

Banc of California

267 hedge funds and large institutions have $2.24B invested in Banc of California in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $22.2M

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

12% more capital invested

Capital invested by funds: $2B → $2.24B (+$240M)

2% more funds holding

Funds holding: 261267 (+6)

3.01% less ownership

Funds ownership: 99.08%96.07% (-3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

21% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 100

Holders
267
Holders Change
+6
Holders Change %
+2.3%
% of All Funds
3.83%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
34
Increased
79
Reduced
100
Closed
28
Calls
$34.5M
Puts
$22.2M
Net Calls
+$12.3M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$243K
VFA
177
Valeo Financial Advisors
Indiana
$242K
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$226K -$37.7K -2,719 -15%
Cerity Partners
179
Cerity Partners
New York
$226K +$213K +15,316 New
SI
180
Stephens Inc
Arkansas
$221K -$347K -25,030 -63%
CIBC Asset Management
181
CIBC Asset Management
Ontario, Canada
$212K -$2.96K -213 -1%
AIP
182
Ameritas Investment Partners
Nebraska
$207K +$12K +865 +7%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$205K +$5.61K +404 +3%
Truist Financial
184
Truist Financial
North Carolina
$203K -$441K -31,804 -70%
SA
185
Sanctuary Advisors
Indiana
$192K +$157K +11,306 New
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$189K
RJA
187
Raymond James & Associates
Florida
$186K -$13.5K -970 -7%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$184K -$472 -34 -0.3%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$181K -$68.8K -4,959 -29%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$174K -$9.94K -716 -6%
Marshall Wace
191
Marshall Wace
United Kingdom
$171K -$19.4K -1,400 -11%
MCM
192
Mitchell Capital Management
Kansas
$160K -$5.31M -382,259 -97%
CFM
193
Catalyst Funds Management
Australia
$158K +$149K +10,700 New
PP
194
Paloma Partners
Connecticut
$158K +$149K +10,700 New
BFIM
195
Beese Fulmer Investment Management
Ohio
$151K
Osaic Holdings
196
Osaic Holdings
Arizona
$150K -$61K -4,394 -30%
BPA
197
Beacon Pointe Advisors
California
$149K +$140K +10,095 New
WSCM
198
Wellington Shields Capital Management
New York
$147K
NC
199
nVerses Capital
Florida
$146K -$8.33K -600 -6%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$129K +$118K +8,521 +4,058%

BANC Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Banc of California (BANC) for Q3 2024, worth a combined $2.24B — up 12% from $2B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BANC positions and 28 closed out — a net gain of 6 holders — while 79 added to existing stakes and 100 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $26.5M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $61.3M sold.

  • 267 institutional investors held Banc of California (BANC) as of Q3 2024, up from 261 in Q2 2024.
  • Funds reported $2.24B of Banc of California stock for Q3 2024, up 12% quarter-over-quarter.
  • 34 funds opened new Banc of California positions in Q3 2024 and 28 closed out, a net change of +6 holders.
  • The largest Banc of California buyer in Q3 2024 was Citadel Advisors, an estimated $26.5M added.
  • The largest Banc of California seller in Q3 2024 was Capital Research Global Investors, an estimated $61.3M sold.

Based on aggregated 13F filings for Q3 2024.