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HEOP

Heritage Oaks Bancorp
HEOP

Delisted

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

57 hedge funds and large institutions have $169M invested in Heritage Oaks Bancorp in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

5% more capital invested

Capital invested by funds: $161M → $169M (+$8.52M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 5857 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% 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
5
Increased
26
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$29M
BCM
2
Basswood Capital Management
New York
$17.1M -$82.9K -11,094 -0.5%
BFC
3
Banc Funds Company
Illinois
$16.1M +$1.64M +220,000 +12%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14M +$66K +8,833 +0.5%
TAM
5
THB Asset Management
Connecticut
$13.8M +$4.25M +567,883 +47%
MCA
6
Mendon Capital Advisors
Florida
$9.14M -$53.8K -7,199 -0.6%
PFC
7
Phocas Financial Corp
California
$7.99M -$319K -42,630 -4%
MCM
8
Maltese Capital Management
New York
$7.79M +$374K +50,000 +5%
Vanguard Group
9
Vanguard Group
Pennsylvania
$6.93M +$17.5K +2,346 +0.3%
SCA
10
Stieven Capital Advisors
Missouri
$6.27M +$727K +97,300 +14%
MFP
11
Michael F. Price
$6.24M -$2.47M -330,814 -29%
CRC
12
Curi RMB Capital
Illinois
$5.8M +$4.19M +560,055 +303%
BFA
13
BlackRock Fund Advisors
California
$4.72M -$83.4K -11,150 -2%
ECA
14
Endeavour Capital Advisors
Connecticut
$3.07M +$2.95M +394,006 New
State Street
15
State Street
Massachusetts
$2.56M +$69.1K +9,248 +3%
Northern Trust
16
Northern Trust
Illinois
$1.79M +$41.2K +5,507 +2%
HHC
17
Hutchin Hill Capital
New York
$1.56M
EEG
18
E.E. Geduld
$1.48M -$602K -80,500 -30%
BIT
19
BlackRock Institutional Trust
California
$1.44M +$14K +1,875 +1%
Stifel Financial
20
Stifel Financial
Missouri
$1.38M
ERSOT
21
Employees Retirement System of Texas
Texas
$1.26M
FG
22
FSI Group
Ohio
$1M +$963K +128,753 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$770K
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$720K -$3.32K -444 -0.5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$713K +$196K +26,265 +40%

HEOP Hedge Fund Activity: Q1 2016 in Review

57 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Heritage Oaks Bancorp (HEOP) for Q1 2016, worth a combined $169M — up 5.3% from $161M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HEOP and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 26 added.

The largest buyer was THB Asset Management, adding an estimated $4.25M. The largest seller was Castle Creek Capital Partners IV, exiting entirely with an estimated $13.2M sold.

  • 57 institutional investors held Heritage Oaks Bancorp (HEOP) as of Q1 2016, down from 58 in Q4 2015.
  • Funds reported $169M of Heritage Oaks Bancorp stock for Q1 2016, up 5.3% quarter-over-quarter.
  • 5 funds opened new Heritage Oaks Bancorp positions in Q1 2016 and 6 closed out, a net change of -1 holder.
  • The largest Heritage Oaks Bancorp buyer in Q1 2016 was THB Asset Management, an estimated $4.25M added.
  • The largest Heritage Oaks Bancorp seller in Q1 2016 was Castle Creek Capital Partners IV, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2016.