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Hanmi Financial

149 hedge funds and large institutions have $894M invested in Hanmi Financial in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

6% more funds holding

Funds holding: 141149 (+8)

2% more capital invested

Capital invested by funds: $876M → $894M (+$18.1M)

0.56% more ownership

Funds ownership: 89.03%89.59% (+0.56%)

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
54
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$2.92M +93,617 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$85.8M +$15.2M +485,318 +21%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$63.5M +$603K +19,313 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.8M +$1.04M +33,179 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$37.2M +$1.82M +58,321 +5%
State Street
6
State Street
Massachusetts
$36.7M +$3.89M +124,702 +12%
Renaissance Technologies
7
Renaissance Technologies
New York
$31.2M -$2.78M -89,000 -8%
Boston Partners
8
Boston Partners
Massachusetts
$29.3M +$6.22M +199,046 +26%
WHG
9
Westwood Holdings Group
Texas
$26.8M +$1.36M +43,511 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$25.4M -$2.15M -68,979 -8%
Northern Trust
11
Northern Trust
Illinois
$19M -$129K -4,136 -0.7%
ICOM
12
Investment Counselors of Maryland
Maryland
$18.9M +$6.21K +199 +0%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$18.4M -$18.7M -597,503 -50%
Millennium Management
14
Millennium Management
New York
$17.6M +$3.75M +120,190 +27%
Public Employees Retirement Association of Colorado
15
Public Employees Retirement Association of Colorado
Colorado
$16.7M -$1.01M -32,500 -6%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$14.1M +$3.04M +97,362 +27%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$14.1M -$3.54M -113,333 -20%
SFM
18
Systematic Financial Management
New Jersey
$11.8M +$2.04M +65,412 +21%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.3M -$6.91M -221,173 -38%
Prudential Financial
20
Prudential Financial
New Jersey
$9.78M +$1.05M +33,700 +12%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9.11M +$294K +9,400 +3%
KTA
22
Keeley-Teton Advisors
Illinois
$8.65M -$303K -9,708 -3%
Goldman Sachs
23
Goldman Sachs
New York
$8.52M -$661K -21,171 -7%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.18M +$267K +8,547 +3%
KCM
25
Kennedy Capital Management
Missouri
$7.83M -$8.97M -287,236 -53%

HAFC Hedge Fund Activity: Q1 2018 in Review

149 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hanmi Financial (HAFC) for Q1 2018, worth a combined $894M — up 2.1% from $876M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HAFC positions and 9 closed out — a net gain of 10 holders — while 54 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.7M.

  • 149 institutional investors held Hanmi Financial (HAFC) as of Q1 2018, up from 141 in Q4 2017.
  • Funds reported $894M of Hanmi Financial stock for Q1 2018, up 2.1% quarter-over-quarter.
  • 19 funds opened new Hanmi Financial positions in Q1 2018 and 9 closed out, a net change of +10 holders.
  • The largest Hanmi Financial buyer in Q1 2018 was Fidelity Investments, an estimated $15.2M added.
  • The largest Hanmi Financial seller in Q1 2018 was Thrivent Financial for Lutherans, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2018.