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Hope Bancorp

199 hedge funds and large institutions have $2.38B invested in Hope Bancorp in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

80.46% more ownership

Funds ownership: 0%80.46% (+80%)

27% more capital invested

Capital invested by funds: $1.88B → $2.38B (+$501M)

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

2% more funds holding

Funds holding: 196199 (+3)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
4.97%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.15%
New
34
Increased
66
Reduced
71
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M +$8.75M +462,717 +4%
BFA
2
BlackRock Fund Advisors
California
$227M +$30.7M +1,622,649 +19%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$153M -$8.23M -435,561 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$133M +$37.3M +1,973,880 +48%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$127M +$4.14M +219,185 +4%
State Street
6
State Street
Massachusetts
$95.4M +$9.82M +519,403 +14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$88M -$5.19M -274,507 -6%
BIT
8
BlackRock Institutional Trust
California
$74.3M +$206K +10,895 +0.3%
Northern Trust
9
Northern Trust
Illinois
$67.1M -$5.04M -266,692 -8%
JP Morgan Chase
10
JP Morgan Chase
New York
$65.4M +$7.66M +405,091 +16%
Ameriprise
11
Ameriprise
Minnesota
$55.4M +$1.92M +101,545 +4%
Pzena Investment Management
12
Pzena Investment Management
New York
$50.9M +$307K +16,257 +0.7%
VNIM
13
Vaughan Nelson Investment Management
Texas
$49.7M +$1.67M +88,175 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$41.7M -$1.52M -80,412 -4%
AllianceBernstein
15
AllianceBernstein
Tennessee
$35.8M +$3.48M +184,000 +13%
Bank of America
16
Bank of America
North Carolina
$32.3M +$3.52M +186,378 +14%
Victory Capital Management
17
Victory Capital Management
Texas
$31.7M +$6.97M +368,672 +34%
GT
18
Glenmede Trust
Pennsylvania
$31M -$5.5M -290,694 -17%
SAM
19
Skyline Asset Management
Illinois
$30M -$962K -50,900 -4%
Macquarie Group
20
Macquarie Group
Australia
$29M +$1.75M +92,508 +8%
Wells Fargo
21
Wells Fargo
California
$28.3M -$16.2M -855,650 -40%
Norges Bank
22
Norges Bank
Norway
$28.2M
Prudential Financial
23
Prudential Financial
New Jersey
$26M -$2.92M -154,253 -11%
KCM
24
Kennedy Capital Management
Missouri
$25.9M +$13.2M +700,722 +146%
CI
25
Cambiar Investors
Colorado
$25M -$5.69M -301,045 -21%

HOPE Hedge Fund Activity: Q4 2016 in Review

199 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q4 2016, worth a combined $2.38B — up 27% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new HOPE positions and 28 closed out — a net gain of 6 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $37.3M. The largest seller was Millennium Management, cutting an estimated $27M.

  • 199 institutional investors held Hope Bancorp (HOPE) as of Q4 2016, up from 196 in Q3 2016.
  • Funds reported $2.38B of Hope Bancorp stock for Q4 2016, up 27% quarter-over-quarter.
  • 34 funds opened new Hope Bancorp positions in Q4 2016 and 28 closed out, a net change of +6 holders.
  • The largest Hope Bancorp buyer in Q4 2016 was T. Rowe Price Associates, an estimated $37.3M added.
  • The largest Hope Bancorp seller in Q4 2016 was Millennium Management, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2016.