Bank of Marin Bancorp
BMRC
97 hedge funds and large institutions have $191M invested in Bank of Marin Bancorp in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
30% more call options, than puts
Call options by funds: $79K | Put options by funds: $61K
24% more capital invested
Capital invested by funds: $154M → $191M (+$36.9M)
4% more funds holding
Funds holding: 93 → 97 (+4)
1.47% more ownership
Funds ownership: 52.21% → 53.68% (+1.5%)
6% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.09M |
| 2 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$986K |
| 4 |
BlackRock
New York
|
+$932K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.87M |
| 2 |
MOACM
Mutual of America Capital Management
New York
|
-$1.39M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$1.03M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.02M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$725K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$46.7K | -2,553 | Closed |
|
|
RTC
102
Riverview Trust Company
Vancouver,
Washington
| – | -$17.3K | -949 | Closed |
|
103
Creative Planning
Overland Park,
Kansas
| – | -$11.6K | -632 | Closed |
|
104
EARNEST Partners
Atlanta,
Georgia
| – | -$11K | -600 | Closed |
|
|
S
105
SignatureFD
Atlanta,
Georgia
| – | -$10.7K | -583 | Closed |
|
|
GCM
106
Gladius Capital Management
Chicago,
Illinois
| – | -$4.09K | -224 | Closed |
|
|
CCP
107
Carmel Capital Partners
San Diego,
California
| – | -$786 | -43 | Closed |
|
BMRC Hedge Fund Activity: Q4 2023 in Review
97 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q4 2023, worth a combined $191M — up 24% from $154M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BMRC positions and 10 closed out — a net gain of 4 holders — while 35 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.09M. The largest seller was AQR Capital Management, cutting an estimated $1.87M.
- 97 institutional investors held Bank of Marin Bancorp (BMRC) as of Q4 2023, up from 93 in Q3 2023.
- Funds reported $191M of Bank of Marin Bancorp stock for Q4 2023, up 24% quarter-over-quarter.
- 14 funds opened new Bank of Marin Bancorp positions in Q4 2023 and 10 closed out, a net change of +4 holders.
- The largest Bank of Marin Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $4.09M added.
- The largest Bank of Marin Bancorp seller in Q4 2023 was AQR Capital Management, an estimated $1.87M sold.
Based on aggregated 13F filings for Q4 2023.