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Hope Bancorp

219 hedge funds and large institutions have $1.25B invested in Hope Bancorp in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more call options, than puts

Call options by funds: $78K | Put options by funds: $10K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $883M → $1.25B (+$366M)

2.92% more ownership

Funds ownership: 83.13%86.05% (+2.9%)

3% more funds holding

Funds holding: 213219 (+6)

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

Holders
219
Holders Change
+6
Holders Change %
+2.82%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
80
Reduced
77
Closed
15
Calls
$78K
Puts
$10K
Net Calls
+$68K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$5K +$1.22K +123 +27%
Barrow, Hanley, Mewhinney & Strauss
202
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.42K
Bessemer Group
203
Bessemer Group
New Jersey
$3K +$2.67K +269 New
GWS
204
Glassman Wealth Services
Virginia
$2.54K -$159 -16 -7%
Russell Investments Group
205
Russell Investments Group
United Kingdom
$2.48K +$298 +30 +17%
LF
206
Lee Financial
Texas
$2.3K
PWMG
207
Private Wealth Management Group
New Jersey
$2.15K +$1.77K +178 New
PS
208
Principal Securities
Iowa
$2K +$1.65K +166 New
C
209
Covestor
United Kingdom
$2K -$497 -50 -20%
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$1.96K +$1.61K +162 New
LC
211
Lindbrook Capital
California
$1.59K
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$966
GWM
213
Geneos Wealth Management
Colorado
$834 +$686 +69 New
GRP
214
Global Retirement Partners
California
$386
AT
215
Arlington Trust
Alabama
$302 +$249 +25 New
AF
216
Advisornet Financial
Minnesota
$242 +$199 +20 New
SIC
217
SJS Investment Consulting
Ohio
$73
JWA
218
JFS Wealth Advisors
Pennsylvania
$13
DPW
219
DiNuzzo Private Wealth
Pennsylvania
$13 +$10 +1 New
FP
220
Foundry Partners
Minnesota
-$4.27M -482,471 Closed
GCP
221
GSA Capital Partners
United Kingdom
-$854K -96,478 Closed
OQS
222
Occudo Quantitative Strategies
Florida
-$738K -83,373 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
223
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$427K -48,300 Closed
Stifel Financial
224
Stifel Financial
Missouri
-$133K -15,072 Closed
BC
225
Bridgefront Capital
Texas
-$113K -12,771 Closed

HOPE Hedge Fund Activity: Q4 2023 in Review

219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q4 2023, worth a combined $1.25B — up 41% from $883M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HOPE positions and 15 closed out — a net gain of 9 holders — while 80 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $14.6M.

  • 219 institutional investors held Hope Bancorp (HOPE) as of Q4 2023, up from 213 in Q3 2023.
  • Funds reported $1.25B of Hope Bancorp stock for Q4 2023, up 41% quarter-over-quarter.
  • 24 funds opened new Hope Bancorp positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest Hope Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $29.1M added.
  • The largest Hope Bancorp seller in Q4 2023 was Fuller & Thaler Asset Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2023.