Banner Corp
BANR
142 hedge funds and large institutions have $763M invested in Banner Corp in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 12 closing their positions.
201% more call options, than puts
Call options by funds: $780K | Put options by funds: $259K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
16% more capital invested
Capital invested by funds: $661M → $763M (+$102M)
1% more funds holding
Funds holding: 141 → 142 (+1)
40% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.1M |
| 2 |
Goldman Sachs
New York
|
+$9.51M |
| 3 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
+$5.07M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.78M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
-$13.9M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$5.69M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$4.82M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$4.12M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
151
MAI Capital Management
Independence,
Ohio
| – | -$385K | -10,080 | Closed |
|
|
HHC
152
Hutchin Hill Capital
New York
| – | -$382K | -10,000 | Closed |
|
|
ZIM
153
Zacks Investment Management
Chicago,
Illinois
| – | -$310K | -8,114 | Closed |
|
154
SG Americas Securities
New York
| – | -$135K | -3,542 | Closed |
|
BANR Hedge Fund Activity: Q4 2013 in Review
142 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Banner Corp (BANR) for Q4 2013, worth a combined $763M — up 16% from $661M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BANR positions and 12 closed out — a net gain of 2 holders — while 40 added to existing stakes and 67 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $22.1M. The largest seller was Donald Smith & Co, cutting an estimated $13.9M.
- 142 institutional investors held Banner Corp (BANR) as of Q4 2013, up from 141 in Q3 2013.
- Funds reported $763M of Banner Corp stock for Q4 2013, up 16% quarter-over-quarter.
- 14 funds opened new Banner Corp positions in Q4 2013 and 12 closed out, a net change of +2 holders.
- The largest Banner Corp buyer in Q4 2013 was Fidelity Investments, an estimated $22.1M added.
- The largest Banner Corp seller in Q4 2013 was Donald Smith & Co, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2013.