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HEOP

Heritage Oaks Bancorp
HEOP

Delisted

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

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58 hedge funds and large institutions have $161M invested in Heritage Oaks Bancorp in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

14% more funds holding

Funds holding: 51 → 58 (+7)

5% more capital invested

Capital invested by funds: $154M → $161M (+$6.94M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
27
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$7.52M
2
TAM
THB Asset Management
Connecticut
+$5.35M
3
MCM
Maltese Capital Management
New York
+$3.23M
4
SCA
Stieven Capital Advisors
Missouri
+$2.04M
5
HHC
Hutchin Hill Capital
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
CCCPI
Castle Creek Capital Partners IV
California
-$17.1M
2
MFP
Michael F. Price
-$288K
3
PAM
Panagora Asset Management
Massachusetts
-$52.6K
4
BA
BlackRock Advisors
Delaware
-$43.7K
5
EEG
E.E. Geduld
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$692K -$21.2K -2,527 -3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$523K +$182K +21,673 +50%
Renaissance Technologies
28
Renaissance Technologies
New York
$513K +$112K +13,300 +26%
FCM
29
FJ Capital Management
Virginia
$374K +$395K +47,000 New
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$348K +$6.34K +754 +2%
First Trust Advisors
31
First Trust Advisors
Illinois
$334K +$350K +41,678 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$265K +$12.1K +1,435 +5%
TA
33
Teachers Advisors
New York
$254K – – –
Charles Schwab
34
Charles Schwab
California
$222K – – –
PAM
35
Panagora Asset Management
Massachusetts
$141K -$52.6K -6,258 -26%
TC
36
TFS Capital
Pennsylvania
$136K +$142K +16,922 New
MLICM
37
Metropolitan Life Insurance Company (MetLife)
New York
$136K +$143K +16,985 New
NFA
38
Nationwide Fund Advisors
Ohio
$123K – – –
PCA
39
Personal Capital Advisors
California
$113K – – –
AIG
40
American International Group
New York
$110K -$202 -24 -0.2%
Wells Fargo
41
Wells Fargo
California
$99K +$86.7K +10,312 +490%
Citigroup
42
Citigroup
New York
$97K +$101K +12,026 +150,325%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$94K +$2.52K +300 +3%
RFC
44
Russell Frank Company
Washington
$93K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$86K +$35.6K +4,238 +64%
PPA
46
Parametric Portfolio Associates
Washington
$82K -$19.9K -2,374 -19%
AAM
47
Aureus Asset Management
Massachusetts
$80K +$84K +10,000 New
BA
48
BlackRock Advisors
Delaware
$48K -$43.7K -5,201 -47%
Morgan Stanley
49
Morgan Stanley
New York
$48K +$50.7K +6,035 +603,500%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$35.7K -$3.29K -392 -8%
1
2
3

HEOP Hedge Fund Activity: Q4 2015 in Review

58 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Heritage Oaks Bancorp (HEOP) for Q4 2015, worth a combined $161M — up 4.5% from $154M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEOP positions and 1 closed out — a net gain of 8 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Mendon Capital Advisors, adding an estimated $7.52M. The largest seller was Castle Creek Capital Partners IV, cutting an estimated $17.1M.

  • 58 institutional investors held Heritage Oaks Bancorp (HEOP) as of Q4 2015, up from 51 in Q3 2015.
  • Funds reported $161M of Heritage Oaks Bancorp stock for Q4 2015, up 4.5% quarter-over-quarter.
  • 9 funds opened new Heritage Oaks Bancorp positions in Q4 2015 and 1 closed out, a net change of +8 holders.
  • The largest Heritage Oaks Bancorp buyer in Q4 2015 was Mendon Capital Advisors, an estimated $7.52M added.
  • The largest Heritage Oaks Bancorp seller in Q4 2015 was Castle Creek Capital Partners IV, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2015.