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Banner Corp

201 hedge funds and large institutions have $1.45B invested in Banner Corp in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $105K | Put options by funds: $34K

0.01% more ownership

Funds ownership: 88.22%88.23% (+0.01%)

2% less funds holding

Funds holding: 205201 (-4)

11% less capital invested

Capital invested by funds: $1.62B → $1.45B (-$175M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
68
Reduced
82
Closed
21
Calls
$105K
Puts
$34K
Net Calls
+$71K
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M +$6.14M +131,146 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M -$553K -11,804 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$112M +$3.1M +66,129 +3%
State Street
4
State Street
Massachusetts
$84.2M -$1.24M -26,398 -1%
Charles Schwab
5
Charles Schwab
California
$60.6M +$12.9M +274,600 +28%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$40.3M +$32.2M +687,541 +451%
N
7
Nuveen
North Carolina
$38.1M -$5.64M -120,339 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37.6M +$910K +19,428 +3%
Victory Capital Management
9
Victory Capital Management
Texas
$35.3M +$4.4M +94,001 +15%
WHG
10
Westwood Holdings Group
Texas
$34.4M +$1.2M +25,525 +4%
Goldman Sachs
11
Goldman Sachs
New York
$33.6M +$562 +12 +0%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.3M -$6.95M -148,485 -18%
American Century Companies
13
American Century Companies
Missouri
$23.9M +$5.3M +113,155 +29%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$21M +$418K +8,927 +2%
Ameriprise
15
Ameriprise
Minnesota
$21M +$378K +8,063 +2%
Northern Trust
16
Northern Trust
Illinois
$20.7M -$1.18M -25,231 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.2M -$505K -10,790 -2%
ACB
18
Aristotle Capital Boston
Massachusetts
$18.4M -$58.8K -1,255 -0.3%
Millennium Management
19
Millennium Management
New York
$16M -$2.66M -56,730 -15%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$15.8M +$2.72M +58,096 +21%
Morgan Stanley
21
Morgan Stanley
New York
$14.1M -$17.7M -378,640 -56%
Fisher Asset Management
22
Fisher Asset Management
Washington
$13.9M -$120K -2,559 -0.9%
BCM
23
Bridgeway Capital Management
Texas
$13M +$361K +7,700 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$12.8M -$1.24M -26,451 -9%
FCM
25
FJ Capital Management
Virginia
$11.2M -$3.13M -66,915 -22%

BANR Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Banner Corp (BANR) for Q1 2024, worth a combined $1.45B — down 11% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BANR and 18 opened new positions — a net loss of 3 holders — while 82 trimmed existing stakes and 68 added.

The largest buyer was Wellington Management Group, adding an estimated $32.2M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.

  • 201 institutional investors held Banner Corp (BANR) as of Q1 2024, down from 205 in Q4 2023.
  • Funds reported $1.45B of Banner Corp stock for Q1 2024, down 11% quarter-over-quarter.
  • 18 funds opened new Banner Corp positions in Q1 2024 and 21 closed out, a net change of -3 holders.
  • The largest Banner Corp buyer in Q1 2024 was Wellington Management Group, an estimated $32.2M added.
  • The largest Banner Corp seller in Q1 2024 was Morgan Stanley, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2024.