We are live on ! Find out more
HEOP

Heritage Oaks Bancorp
HEOP

Delisted

HEOP was delisted on the 31st of March, 2017.

Back to rankings

60 hedge funds and large institutions have $110M invested in Heritage Oaks Bancorp in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

11% more funds holding

Funds holding: 54 → 60 (+6)

6% less capital invested

Capital invested by funds: $117M → $110M (-$6.75M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
8
Increased
19
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37M
2
BCM
Basswood Capital Management
New York
+$569K
3
BIT
BlackRock Institutional Trust
California
+$457K
4
HCS
Harvest Capital Strategies
California
+$451K
5
BFA
BlackRock Fund Advisors
California
+$409K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$2.17M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$708K
3
RBLCM
Roaring Blue Lion Capital Management
Texas
-$457K
4
LOM
Loeb Offshore Management
New York
-$272K
5
TI
Turner Investments
Pennsylvania
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MUFG Americas
New York
$241K +$6.47K +1,000 +3%
BIG
27
Blackthorn Investment Group
Kansas
$239K +$241K +37,300 New
Deutsche Bank
28
Deutsche Bank
Germany
$236K +$160K +24,675 +200%
LOM
29
Loeb Offshore Management
New York
$235K -$272K -42,000 -53%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$231K +$5.83K +900 +3%
SAV
31
Schutz Anton Villars
$227K – – –
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$196K – – –
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$176K -$1.27K -196 -0.7%
Charles Schwab
34
Charles Schwab
California
$176K – – –
TA
35
Teachers Advisors
New York
$153K -$997 -154 -0.6%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$148K +$149K +23,049 New
Two Sigma Investments
37
Two Sigma Investments
New York
$114K -$33K -5,097 -22%
MAM
38
Martingale Asset Management
Massachusetts
$110K +$110K +17,050 New
Morgan Stanley
39
Morgan Stanley
New York
$109K +$110K +17,014 New
NFA
40
Nationwide Fund Advisors
Ohio
$104K +$5.07K +783 +5%
JP Morgan Chase
41
JP Morgan Chase
New York
$99K +$8.71K +1,346 +10%
BG
42
BlackRock Group
United Kingdom
$97K +$98.1K +15,157 New
AIG
43
American International Group
New York
$86.6K -$2.03K -313 -2%
Renaissance Technologies
44
Renaissance Technologies
New York
$83K +$84.2K +13,000 New
ProShare Advisors
45
ProShare Advisors
Maryland
$82K -$978 -151 -1%
GC
46
Guggenheim Capital
Illinois
$81K +$1.92K +297 +2%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$72K -$3.88K -600 -5%
BA
48
BlackRock Advisors
Delaware
$60K -$686 -106 -1%
RFC
49
Russell Frank Company
Washington
$48K +$36.9K +5,703 +305%
Credit Agricole
50
Credit Agricole
France
$35K +$35.3K +5,445 New
1
2
3

HEOP Hedge Fund Activity: Q3 2013 in Review

60 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Heritage Oaks Bancorp (HEOP) for Q3 2013, worth a combined $110M — down 5.8% from $117M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HEOP positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.37M. The largest seller was Maltese Capital Management, cutting an estimated $2.17M.

  • 60 institutional investors held Heritage Oaks Bancorp (HEOP) as of Q3 2013, up from 54 in Q2 2013.
  • Funds reported $110M of Heritage Oaks Bancorp stock for Q3 2013, down 5.8% quarter-over-quarter.
  • 8 funds opened new Heritage Oaks Bancorp positions in Q3 2013 and 2 closed out, a net change of +6 holders.
  • The largest Heritage Oaks Bancorp buyer in Q3 2013 was Vanguard Group, an estimated $1.37M added.
  • The largest Heritage Oaks Bancorp seller in Q3 2013 was Maltese Capital Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q3 2013.