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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
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$154K -$70.8K -5,093 -34%
WSCM
202
Wellington Shields Capital Management
New York
$152K
LSIA
203
LaSalle St. Investment Advisors
Illinois
$140K
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$136K -$35.3K -2,536 -22%
IIA
205
IPG Investment Advisors
California
$129K +$117K +8,427 New
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$123K
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$113K -$737 -53 -0.7%
CG
208
Cutler Group
California
$106K -$6.12K -440 -6%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$98K -$4.37K -314 -5%
DB
210
Danske Bank
Denmark
$79.2K +$72.4K +5,204 New
NS
211
NBC Securities
Alabama
$74K +$68.6K +4,930 New
QCG
212
Quadrant Capital Group
Ohio
$72.7K +$58.7K +4,221 +752%
LSV Asset Management
213
LSV Asset Management
Illinois
$68K -$6.65M -478,185 -99%
KBC Group
214
KBC Group
Belgium
$65K +$20.7K +1,489 +54%
LF
215
LifeSteps Financial
California
$59.9K +$54.8K +3,941 New
MA
216
Montag & Associates
Georgia
$54.7K
AWM
217
Avior Wealth Management
Nebraska
$50.2K +$195 +14 +0.4%
AIM
218
Anchor Investment Management
South Carolina
$50K
GI
219
GAMMA Investing
California
$44.6K -$11.4K -822 -22%
CSC
220
Caldwell Sutter Capital
California
$30.4K
FFWM
221
Future Financial Wealth Management
Ohio
$30.4K +$27.8K +2,000 New
RTC
222
Riverview Trust Company
Washington
$29.1K +$26.6K +1,916 New
VCM
223
Versant Capital Management
Arizona
$28.9K -$28 -2 -0.1%
FFO
224
Fortitude Family Office
Arizona
$14.5K +$3.73K +268 +39%
AP
225
Atwood & Palmer
Missouri
$14K +$3.64K +262 +40%

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.