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Hope Bancorp

199 hedge funds and large institutions have $784M invested in Hope Bancorp in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

1% less funds holding

Funds holding: 202199 (-3)

1.53% less ownership

Funds ownership: 85.64%84.11% (-1.5%)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

19% less capital invested

Capital invested by funds: $972M → $784M (-$189M)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $104K

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
78
Reduced
74
Closed
20
Calls
$1K
Puts
$104K
Net Calls
-$103K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$225K +26,926 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.3M -$4.1M -489,820 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$76M -$2.31M -276,657 -3%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$67M +$5.99M +716,196 +9%
State Street
5
State Street
Massachusetts
$38.1M -$1.87M -223,228 -4%
LSV Asset Management
6
LSV Asset Management
Illinois
$29.7M -$560K -67,000 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$28.6M -$2.81M -335,960 -8%
Pzena Investment Management
8
Pzena Investment Management
New York
$26.2M +$2.45M +293,030 +9%
Northern Trust
9
Northern Trust
Illinois
$22.6M -$786K -93,962 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$17.8M -$464K -55,458 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15M -$272K -32,542 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.7M -$398K -47,584 -3%
Norges Bank
13
Norges Bank
Norway
$12.1M -$2.57M -307,093 -16%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$12M +$5.58M +666,897 +73%
JP Morgan Chase
15
JP Morgan Chase
New York
$11.4M -$4.08M -487,346 -24%
Charles Schwab
16
Charles Schwab
California
$8.49M +$133K +15,926 +1%
Principal Financial Group
17
Principal Financial Group
Iowa
$8.27M +$360K +43,103 +4%
Prudential Financial
18
Prudential Financial
New Jersey
$7.32M +$990K +118,418 +14%
Bank of America
19
Bank of America
North Carolina
$6.65M -$117K -13,932 -2%
PPA
20
Parametric Portfolio Associates
Washington
$6.4M -$926K -110,757 -12%
SGCIA
21
Smith Graham & Co Investment Advisors
Texas
$6.17M +$1.89M +226,463 +39%
Goldman Sachs
22
Goldman Sachs
New York
$6.08M +$640K +76,568 +11%
SFM
23
Systematic Financial Management
New Jersey
$5.66M -$193K -23,035 -3%
Ameriprise
24
Ameriprise
Minnesota
$5.37M -$244K -29,197 -4%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$4.68M +$1.01M +120,300 +24%

HOPE Hedge Fund Activity: Q3 2020 in Review

199 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q3 2020, worth a combined $784M — down 19% from $972M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HOPE and 18 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 78 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $5.99M. The largest seller was Invesco, cutting an estimated $8.93M.

  • 199 institutional investors held Hope Bancorp (HOPE) as of Q3 2020, down from 202 in Q2 2020.
  • Funds reported $784M of Hope Bancorp stock for Q3 2020, down 19% quarter-over-quarter.
  • 18 funds opened new Hope Bancorp positions in Q3 2020 and 20 closed out, a net change of -2 holders.
  • The largest Hope Bancorp buyer in Q3 2020 was Fuller & Thaler Asset Management, an estimated $5.99M added.
  • The largest Hope Bancorp seller in Q3 2020 was Invesco, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2020.