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HEOP

Heritage Oaks Bancorp
HEOP

Delisted

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

56 hedge funds and large institutions have $152M invested in Heritage Oaks Bancorp in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

8% more funds holding

Funds holding: 5256 (+4)

2% less capital invested

Capital invested by funds: $154M → $152M (-$2.76M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
21
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$29.2M
CCCPI
2
Castle Creek Capital Partners IV
California
$28.9M +$2.8M +348,697 +10%
BCM
3
Basswood Capital Management
New York
$17.1M -$1.55M -192,703 -8%
BFC
4
Banc Funds Company
Illinois
$13.8M +$1.41M +174,964 +11%
MFP
5
Michael F. Price
$9.18M
PFC
6
Phocas Financial Corp
California
$7.19M +$1.48M +183,973 +25%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.85M +$19.9K +2,472 +0.3%
TAM
8
THB Asset Management
Connecticut
$4.79M -$82.6K -10,283 -2%
BFA
9
BlackRock Fund Advisors
California
$4.72M -$237K -29,538 -5%
MCM
10
Maltese Capital Management
New York
$3.68M +$1.01M +125,165 +37%
SCA
11
Stieven Capital Advisors
Missouri
$3.63M -$10.4K -1,300 -0.3%
State Street
12
State Street
Massachusetts
$2.47M +$97.5K +12,129 +4%
MCA
13
Mendon Capital Advisors
Florida
$2.19M +$824K +102,518 +58%
EEG
14
E.E. Geduld
$2.16M
Stifel Financial
15
Stifel Financial
Missouri
$1.73M -$81.9K -10,190 -4%
Northern Trust
16
Northern Trust
Illinois
$1.71M -$66K -8,211 -4%
CRC
17
Curi RMB Capital
Illinois
$1.41M -$59.6K -7,420 -4%
BIT
18
BlackRock Institutional Trust
California
$1.33M -$185K -23,080 -12%
ERSOT
19
Employees Retirement System of Texas
Texas
$1.27M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.04M +$4.01K +499 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$816K +$26.4K +3,290 +3%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$800K +$373K +46,353 +84%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$778K -$260K -32,319 -25%
BIM
24
BlackRock Investment Management
Delaware
$717K +$135K +16,762 +23%
TCIM
25
TIAA CREF Investment Management
New York
$700K -$6.73K -837 -0.9%

HEOP Hedge Fund Activity: Q2 2015 in Review

56 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Heritage Oaks Bancorp (HEOP) for Q2 2015, worth a combined $152M — down 1.8% from $154M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HEOP positions and 2 closed out — a net gain of 4 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Castle Creek Capital Partners IV, adding an estimated $2.8M. The largest seller was Basswood Capital Management, cutting an estimated $1.55M.

  • 56 institutional investors held Heritage Oaks Bancorp (HEOP) as of Q2 2015, up from 52 in Q1 2015.
  • Funds reported $152M of Heritage Oaks Bancorp stock for Q2 2015, down 1.8% quarter-over-quarter.
  • 6 funds opened new Heritage Oaks Bancorp positions in Q2 2015 and 2 closed out, a net change of +4 holders.
  • The largest Heritage Oaks Bancorp buyer in Q2 2015 was Castle Creek Capital Partners IV, an estimated $2.8M added.
  • The largest Heritage Oaks Bancorp seller in Q2 2015 was Basswood Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2015.