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HEOP

Heritage Oaks Bancorp
HEOP

Delisted

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

54 hedge funds and large institutions have $144M invested in Heritage Oaks Bancorp in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $137M → $144M (+$7.74M)

0% more funds holding

Funds holding: 5454 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
7
Increased
20
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$30M
CCCPI
2
Castle Creek Capital Partners IV
California
$20.1M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$19.8M +$3.36M +427,223 +21%
BFC
4
Banc Funds Company
Illinois
$12.8M -$1.08M -137,500 -8%
MFP
5
Michael F. Price
$9.43M
BCM
6
Basswood Capital Management
New York
$7.44M +$626K +79,554 +9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.29M +$66.4K +8,433 +1%
BFA
8
BlackRock Fund Advisors
California
$4.77M +$137K +17,458 +3%
HCS
9
Harvest Capital Strategies
California
$3.3M +$913K +116,029 +40%
BIT
10
BlackRock Institutional Trust
California
$2.94M +$13.1K +1,660 +0.5%
JAM
11
Jacobs Asset Management
New York
$2.49M
MCM
12
Maltese Capital Management
New York
$2.42M -$4.36M -554,495 -65%
EEG
13
E.E. Geduld
$2.22M
RBLCM
14
Roaring Blue Lion Capital Management
Texas
$2.16M -$2.23M -284,000 -51%
State Street
15
State Street
Massachusetts
$2.12M -$6.3K -800 -0.3%
1IC
16
1919 Investment Counsel
Maryland
$2.02M
Northern Trust
17
Northern Trust
Illinois
$1.96M -$126K -16,058 -6%
ERSOT
18
Employees Retirement System of Texas
Texas
$1.31M +$1.27M +162,000 New
SCA
19
Stieven Capital Advisors
Missouri
$1.24M +$1.21M +153,344 New
PAM
20
Panagora Asset Management
Massachusetts
$995K -$14.2K -1,804 -1%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$861K -$838K -106,537 -50%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$755K +$109K +13,849 +17%
TCIM
23
TIAA CREF Investment Management
New York
$742K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$692K -$21K -2,666 -3%
GMCM
25
Gruber & McBaine Capital Management
California
$626K +$610K +77,500 New

HEOP Hedge Fund Activity: Q1 2014 in Review

54 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Heritage Oaks Bancorp (HEOP) for Q1 2014, worth a combined $144M — up 5.7% from $137M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HEOP positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.36M. The largest seller was Maltese Capital Management, cutting an estimated $4.36M.

  • 54 institutional investors held Heritage Oaks Bancorp (HEOP) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $144M of Heritage Oaks Bancorp stock for Q1 2014, up 5.7% quarter-over-quarter.
  • 7 funds opened new Heritage Oaks Bancorp positions in Q1 2014 and 6 closed out, a net change of +1 holder.
  • The largest Heritage Oaks Bancorp buyer in Q1 2014 was Wellington Management Group, an estimated $3.36M added.
  • The largest Heritage Oaks Bancorp seller in Q1 2014 was Maltese Capital Management, an estimated $4.36M sold.

Based on aggregated 13F filings for Q1 2014.