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Hope Bancorp

202 hedge funds and large institutions have $1.12B invested in Hope Bancorp in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $784M → $1.12B (+$341M)

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2% more funds holding

Funds holding: 199202 (+3)

0.34% less ownership

Funds ownership: 84.11%83.77% (-0.34%)

22% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $493K

Holders
202
Holders Change
+3
Holders Change %
+1.51%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
62
Reduced
79
Closed
25
Calls
Puts
$493K
Net Calls
-$493K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$198M +$4.33M +465,061 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M -$655K -70,298 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$104M -$4.77M -512,380 -5%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$93.4M -$2.6M -279,437 -3%
State Street
5
State Street
Massachusetts
$57.3M +$2.14M +229,612 +5%
Pzena Investment Management
6
Pzena Investment Management
New York
$41.6M +$3.4M +365,631 +11%
LSV Asset Management
7
LSV Asset Management
Illinois
$41.5M -$1.11M -118,700 -3%
Northern Trust
8
Northern Trust
Illinois
$32.2M -$345K -37,043 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$31.5M +$5.09M +546,632 +23%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$22.1M +$493K +52,905 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.6M +$742K +79,721 +4%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$17.7M +$395K +42,400 +3%
Norges Bank
13
Norges Bank
Norway
$17.5M
JP Morgan Chase
14
JP Morgan Chase
New York
$14.9M -$1.27M -136,694 -9%
Charles Schwab
15
Charles Schwab
California
$12.8M +$469K +50,346 +4%
Prudential Financial
16
Prudential Financial
New Jersey
$11.5M +$853K +91,640 +9%
EC
17
EJF Capital
Virginia
$11.2M +$9.54M +1,024,428 New
Principal Financial Group
18
Principal Financial Group
Iowa
$11M -$731K -78,482 -7%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$10.5M +$4.37M +469,315 +94%
PPA
20
Parametric Portfolio Associates
Washington
$9.76M +$469K +50,353 +6%
Goldman Sachs
21
Goldman Sachs
New York
$9.37M +$529K +56,768 +7%
Bank of America
22
Bank of America
North Carolina
$8.83M -$625K -67,113 -8%
SGCIA
23
Smith Graham & Co Investment Advisors
Texas
$8.72M -$134K -14,356 -2%
SFM
24
Systematic Financial Management
New Jersey
$7.99M -$133K -14,291 -2%
N
25
Nuveen
North Carolina
$7.84M +$1.79M +192,135 +36%

HOPE Hedge Fund Activity: Q4 2020 in Review

202 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q4 2020, worth a combined $1.12B — up 43% from $784M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HOPE positions and 25 closed out — a net gain of 3 holders — while 62 added to existing stakes and 79 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $9.54M. The largest seller was T. Rowe Price Associates, cutting an estimated $29.8M.

  • 202 institutional investors held Hope Bancorp (HOPE) as of Q4 2020, up from 199 in Q3 2020.
  • Funds reported $1.12B of Hope Bancorp stock for Q4 2020, up 43% quarter-over-quarter.
  • 28 funds opened new Hope Bancorp positions in Q4 2020 and 25 closed out, a net change of +3 holders.
  • The largest Hope Bancorp buyer in Q4 2020 was EJF Capital, an estimated $9.54M added.
  • The largest Hope Bancorp seller in Q4 2020 was T. Rowe Price Associates, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2020.