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Hope Bancorp

197 hedge funds and large institutions have $873M invested in Hope Bancorp in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

1.16% less ownership

Funds ownership: 86.61%85.46% (-1.2%)

9% less funds holding

Funds holding: 217197 (-20)

46% less capital invested

Capital invested by funds: $1.63B → $873M (-$758M)

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $199K

Holders
197
Holders Change
-20
Holders Change %
-9.22%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
83
Reduced
63
Closed
37
Calls
Puts
$199K
Net Calls
-$199K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gemmer Asset Management
California
$4K +$1.77K +142 +49%
GWS
177
Glassman Wealth Services
Virginia
$4K +$4.42K +354 +255%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$5.91K +473 New
BWA
179
Burt Wealth Advisors
Maryland
$3K +$3.9K +312 New
S
180
SignatureFD
Georgia
$2K -$3.82K -306 -51%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$2K
FCA
182
FinTrust Capital Advisors
South Carolina
$2K
FHA
183
First Horizon Advisors
Tennessee
$2K
BCA
184
Berman Capital Advisors
Georgia
$2K +$1.45K +116 +79%
RWA
185
Ropes Wealth Advisors
Massachusetts
$2K +$2.66K +213 New
OFG
186
OmniStar Financial Group
North Carolina
$2K +$3.58K +287 New
VCM
187
Versant Capital Management
Arizona
$1K -$40.3K -3,225 -95%
QCG
188
Quadrant Capital Group
Ohio
$1K -$8.39K -672 -91%
CFGS
189
Concourse Financial Group Securities
Alabama
$1K
LWA
190
Lenox Wealth Advisors
New York
$1K
PMFA
191
Plante Moran Financial Advisors
Michigan
$1K
RA
192
Royce & Associates
New York
$1K
TRCT
193
Tower Research Capital (TRC)
New York
$1K +$724 +58 +264%
WIM
194
Westside Investment Management
California
$28 +$43.7K +3,500 New
Millennium Management
195
Millennium Management
New York
-$3.17M -213,452 Closed
Man Group
196
Man Group
United Kingdom
-$2.76M -185,506 Closed
CS
197
Credit Suisse
Switzerland
-$2.58M -173,715 Closed
Assenagon Asset Management
198
Assenagon Asset Management
Luxembourg
-$1.28M -85,908 Closed
TD Asset Management
199
TD Asset Management
Ontario, Canada
-$873K -58,726 Closed
CF
200
CNA Financial
Illinois
-$813K -54,700 Closed

HOPE Hedge Fund Activity: Q1 2020 in Review

197 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q1 2020, worth a combined $873M — down 46% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of HOPE and 19 opened new positions — a net loss of 18 holders — while 63 trimmed existing stakes and 83 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $11M. The largest seller was T. Rowe Price Associates, cutting an estimated $35.7M.

  • 197 institutional investors held Hope Bancorp (HOPE) as of Q1 2020, down from 217 in Q4 2019.
  • Funds reported $873M of Hope Bancorp stock for Q1 2020, down 46% quarter-over-quarter.
  • 19 funds opened new Hope Bancorp positions in Q1 2020 and 37 closed out, a net change of -18 holders.
  • The largest Hope Bancorp buyer in Q1 2020 was Fuller & Thaler Asset Management, an estimated $11M added.
  • The largest Hope Bancorp seller in Q1 2020 was T. Rowe Price Associates, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2020.