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Hope Bancorp

152 hedge funds and large institutions have $1.1B invested in Hope Bancorp in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $925M → $1.1B (+$179M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 150152 (+2)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
47
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$120M -$8.28M -535,640 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.7M +$2.32M +149,927 +3%
BFA
3
BlackRock Fund Advisors
California
$72.4M +$1.5M +97,159 +2%
State Street
4
State Street
Massachusetts
$60.5M +$4.54M +293,605 +9%
PIM
5
Perkins Investment Management
Illinois
$44.6M -$2.38M -154,170 -5%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$44.6M -$14.4M -930,129 -26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.4M +$1.16M +74,873 +3%
LCP
8
Lombardia Capital Partners
California
$42M -$875K -56,626 -2%
BIT
9
BlackRock Institutional Trust
California
$36.7M -$459K -29,660 -1%
Pzena Investment Management
10
Pzena Investment Management
New York
$34.5M +$13.5K +875 +0%
Northern Trust
11
Northern Trust
Illinois
$30.2M -$1.47M -95,406 -5%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$24.6M +$2.13M +137,800 +10%
BTW
13
Boston Trust Walden
Massachusetts
$21.8M -$791K -51,151 -4%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$19.9M +$1.1M +71,425 +6%
Principal Financial Group
15
Principal Financial Group
Iowa
$18.1M +$578K +37,361 +4%
Wells Fargo
16
Wells Fargo
California
$17.4M -$1.67M -107,779 -9%
BA
17
BlackRock Advisors
Delaware
$16.8M -$262K -16,963 -2%
WCM Investment Management
18
WCM Investment Management
California
$16.6M -$1.5M -97,114 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.9M +$724K +46,819 +5%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$15.5M +$3.34M +216,200 +30%
JP Morgan Chase
21
JP Morgan Chase
New York
$14.6M +$437K +28,269 +3%
SFM
22
Systematic Financial Management
New Jersey
$14.3M -$376K -24,296 -3%
WCM
23
Wedge Capital Management
North Carolina
$13.1M -$1.37M -88,640 -10%
Norges Bank
24
Norges Bank
Norway
$11.6M
GT
25
Glenmede Trust
Pennsylvania
$11.5M +$10.8M +696,092 New

HOPE Hedge Fund Activity: Q4 2013 in Review

152 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q4 2013, worth a combined $1.1B — up 19% from $925M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HOPE positions and 17 closed out — a net gain of 2 holders — while 47 added to existing stakes and 61 trimmed.

The largest buyer was Glenmede Trust, opening a new position worth an estimated $10.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $14.4M.

  • 152 institutional investors held Hope Bancorp (HOPE) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $1.1B of Hope Bancorp stock for Q4 2013, up 19% quarter-over-quarter.
  • 19 funds opened new Hope Bancorp positions in Q4 2013 and 17 closed out, a net change of +2 holders.
  • The largest Hope Bancorp buyer in Q4 2013 was Glenmede Trust, an estimated $10.8M added.
  • The largest Hope Bancorp seller in Q4 2013 was Lord, Abbett & Co, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2013.