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Hope Bancorp

167 hedge funds and large institutions have $1.02B invested in Hope Bancorp in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more funds holding

Funds holding: 164167 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $1.11B → $1.02B (-$93.3M)

Holders
167
Holders Change
+3
Holders Change %
+1.83%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
73
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$98.2M +$3.01M +200,100 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.4M +$1.18M +78,331 +2%
BFA
3
BlackRock Fund Advisors
California
$58.4M -$1.54M -102,121 -2%
State Street
4
State Street
Massachusetts
$47.9M -$7.11M -472,350 -13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$46.8M +$2.37M +157,586 +5%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$36.4M +$8.63M +573,436 +30%
BIT
7
BlackRock Institutional Trust
California
$33.2M +$42.3K +2,814 +0.1%
LCP
8
Lombardia Capital Partners
California
$32.2M -$1.98M -131,826 -6%
CI
9
Cambiar Investors
Colorado
$30.3M +$31.2K +2,074 +0.1%
Pzena Investment Management
10
Pzena Investment Management
New York
$27.6M -$111K -7,350 -0.4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$26.9M +$27.7M +1,844,215 New
Northern Trust
12
Northern Trust
Illinois
$25.7M +$1.19M +78,949 +5%
PIM
13
Perkins Investment Management
Illinois
$25.2M -$14.7M -979,407 -36%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$24.1M +$9.92M +659,720 +66%
GT
15
Glenmede Trust
Pennsylvania
$18.6M +$2.45M +162,861 +15%
BTW
16
Boston Trust Walden
Massachusetts
$17.2M -$658K -43,714 -4%
Wells Fargo
17
Wells Fargo
California
$16.9M -$650K -43,203 -4%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$16.8M -$475K -31,600 -3%
Franklin Resources
19
Franklin Resources
California
$16.5M +$1.46M +96,948 +9%
FMA
20
Fiduciary Management Associates
Illinois
$14.7M +$1.14M +75,750 +8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14M +$63.1K +4,193 +0.4%
SAM
22
Skyline Asset Management
Illinois
$14M +$30.1K +2,000 +0.2%
WCM Investment Management
23
WCM Investment Management
California
$13.6M -$515K -34,223 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$13.1M +$45.7K +3,036 +0.3%
CIP
25
Chartwell Investment Partners
Pennsylvania
$12.4M +$12.8M +847,719 New

HOPE Hedge Fund Activity: Q3 2014 in Review

167 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q3 2014, worth a combined $1.02B — down 8.4% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HOPE positions and 16 closed out — a net gain of 3 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $27.7M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $22.8M sold.

  • 167 institutional investors held Hope Bancorp (HOPE) as of Q3 2014, up from 164 in Q2 2014.
  • Funds reported $1.02B of Hope Bancorp stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 19 funds opened new Hope Bancorp positions in Q3 2014 and 16 closed out, a net change of +3 holders.
  • The largest Hope Bancorp buyer in Q3 2014 was Wellington Management Group, an estimated $27.7M added.
  • The largest Hope Bancorp seller in Q3 2014 was Lord, Abbett & Co, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2014.