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Banner Corp

141 hedge funds and large institutions have $661M invested in Banner Corp in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,964% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $69K

15% more capital invested

Capital invested by funds: $573M → $661M (+$87.7M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0% more funds holding

Funds holding: 141141 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
141
Holders Change
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
55
Reduced
54
Closed
13
Calls
$1.42M
Puts
$69K
Net Calls
+$1.35M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.8M -$1.12M -30,900 -2%
BFA
2
BlackRock Fund Advisors
California
$41.4M +$4.9M +135,606 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.8M +$854K +23,630 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.5M -$555K -15,342 -2%
State Street
5
State Street
Massachusetts
$28.8M -$2M -55,448 -7%
FHC
6
Forest Hill Capital
Arkansas
$27.8M +$202K +5,600 +0.8%
Goldman Sachs
7
Goldman Sachs
New York
$25.8M -$98.6K -2,728 -0.4%
BIT
8
BlackRock Institutional Trust
California
$20.6M +$314K +8,690 +2%
KCM
9
Kennedy Capital Management
Missouri
$20.5M -$319K -8,809 -2%
BFC
10
Banc Funds Company
Illinois
$20.2M -$1.08M -30,000 -5%
AL
11
AJO LP
Pennsylvania
$18.5M +$6.74M +186,400 +62%
MCM
12
Munder Capital Management
Michigan
$18.4M +$566K +15,645 +3%
DSC
13
Donald Smith & Co
New York
$16.2M -$5.1K -141 -0%
PIM
14
Perkins Investment Management
Illinois
$14.1M +$13.4M +369,300 New
William Blair & Company
15
William Blair & Company
Illinois
$12.2M +$303K +8,385 +3%
EC
16
EJF Capital
Virginia
$12.2M +$4.62M +127,697 +67%
Principal Financial Group
17
Principal Financial Group
Iowa
$11.9M +$709K +19,596 +7%
Northern Trust
18
Northern Trust
Illinois
$11.7M +$827K +22,868 +8%
Ameriprise
19
Ameriprise
Minnesota
$11.2M -$1.25M -34,696 -11%
Wells Fargo
20
Wells Fargo
California
$10.8M +$772K +21,352 +8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.56M +$364K +10,078 +4%
HAI
22
Hennessy Advisors Inc
California
$9.54M +$3.25M +90,000 +56%
BA
23
BlackRock Advisors
Delaware
$9.14M +$729K +20,174 +9%
MCM
24
Montibus Capital Management
Oregon
$7.89M +$311K +8,606 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$7.79M +$571K +15,789 +8%

BANR Hedge Fund Activity: Q3 2013 in Review

141 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Banner Corp (BANR) for Q3 2013, worth a combined $661M — up 15% from $573M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BANR positions and 13 closed out — a net gain of 1 holder — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Perkins Investment Management, opening a new position worth an estimated $13.4M. The largest seller was Renaissance Technologies, cutting an estimated $3.58M.

  • 141 institutional investors held Banner Corp (BANR) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $661M of Banner Corp stock for Q3 2013, up 15% quarter-over-quarter.
  • 14 funds opened new Banner Corp positions in Q3 2013 and 13 closed out, a net change of +1 holder.
  • The largest Banner Corp buyer in Q3 2013 was Perkins Investment Management, an estimated $13.4M added.
  • The largest Banner Corp seller in Q3 2013 was Renaissance Technologies, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2013.