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Banner Corp

183 hedge funds and large institutions have $1.67B invested in Banner Corp in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 63

1% more capital invested

Capital invested by funds: $1.65B → $1.67B (+$20.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.28% less ownership

Funds ownership: 84.75%82.47% (-2.3%)

7% less funds holding

Funds holding: 196183 (-13)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
183
Holders Change
-13
Holders Change %
-6.63%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
66
Reduced
63
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$285M -$1.34M -24,262 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$10.5M +189,618 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$135M -$1.16M -20,953 -0.9%
Goldman Sachs
4
Goldman Sachs
New York
$92.2M +$4.63M +83,712 +5%
State Street
5
State Street
Massachusetts
$77.4M +$8.67M +156,695 +13%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$57.8M +$3.06M +55,353 +6%
N
7
Nuveen
North Carolina
$50.3M -$1,000K -18,067 -2%
CCM
8
Channing Capital Management
Illinois
$42.5M -$4.25M -76,853 -9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$37.8M -$9M -162,616 -20%
Northern Trust
10
Northern Trust
Illinois
$34.2M +$218K +3,948 +0.7%
Citadel Advisors
11
Citadel Advisors
Florida
$29.3M -$2.99M -53,991 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.6M +$2.82M +50,884 +11%
Ameriprise
13
Ameriprise
Minnesota
$27.4M +$1.09M +19,683 +4%
Invesco
14
Invesco
Georgia
$25.7M +$15.6M +282,228 +165%
Norges Bank
15
Norges Bank
Norway
$24.2M
Russell Investments Group
16
Russell Investments Group
United Kingdom
$22.4M +$3.77M +68,177 +21%
PAM
17
Panagora Asset Management
Massachusetts
$22.3M +$6.31M +114,031 +41%
ACB
18
Aristotle Capital Boston
Massachusetts
$20.6M +$582K +10,525 +3%
KCM
19
Kennedy Capital Management
Missouri
$20.5M +$2.64M +47,794 +15%
Charles Schwab
20
Charles Schwab
California
$17.9M +$1.08M +19,452 +7%
Principal Financial Group
21
Principal Financial Group
Iowa
$17.7M +$642K +11,608 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$17.5M -$8.78M -158,720 -34%
Stifel Financial
23
Stifel Financial
Missouri
$17.4M -$2.81M -50,695 -14%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$13.2M -$818K -14,773 -6%
FHC
25
Forest Hill Capital
Arkansas
$13.1M

BANR Hedge Fund Activity: Q4 2019 in Review

183 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Banner Corp (BANR) for Q4 2019, worth a combined $1.67B — up 1.2% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BANR and 24 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 66 added.

The largest buyer was Invesco, adding an estimated $15.6M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $10M sold.

  • 183 institutional investors held Banner Corp (BANR) as of Q4 2019, down from 196 in Q3 2019.
  • Funds reported $1.67B of Banner Corp stock for Q4 2019, up 1.2% quarter-over-quarter.
  • 24 funds opened new Banner Corp positions in Q4 2019 and 31 closed out, a net change of -7 holders.
  • The largest Banner Corp buyer in Q4 2019 was Invesco, an estimated $15.6M added.
  • The largest Banner Corp seller in Q4 2019 was Elizabeth Park Capital Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2019.