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Hope Bancorp

217 hedge funds and large institutions have $854M invested in Hope Bancorp in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $218K | Put options by funds: $196K

1.46% less ownership

Funds ownership: 86.72%85.26% (-1.5%)

4% less funds holding

Funds holding: 226217 (-9)

15% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 86

16% less capital invested

Capital invested by funds: $1.02B → $854M (-$164M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
217
Holders Change
-9
Holders Change %
-3.98%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
73
Reduced
86
Closed
33
Calls
$218K
Puts
$196K
Net Calls
+$22K
Net Calls Change
+$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$148M -$826K -94,554 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M -$4.69M -536,774 -4%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$74.9M -$1.82K -208 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$68.1M -$12.6M -1,440,918 -15%
State Street
5
State Street
Massachusetts
$52.6M -$217K -24,880 -0.4%
Macquarie Group
6
Macquarie Group
Australia
$41.9M -$1.48M -169,859 -3%
LSV Asset Management
7
LSV Asset Management
Illinois
$23.8M -$646K -74,000 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.4M +$724K +82,929 +4%
Pzena Investment Management
9
Pzena Investment Management
New York
$17M -$3.94M -450,815 -18%
Morgan Stanley
10
Morgan Stanley
New York
$15.1M -$505K -57,887 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.3M -$880K -100,832 -6%
Charles Schwab
12
Charles Schwab
California
$13.3M +$622K +71,192 +5%
Northern Trust
13
Northern Trust
Illinois
$11M +$246K +28,130 +2%
Victory Capital Management
14
Victory Capital Management
Texas
$10.9M -$57.5K -6,583 -0.5%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$9.1M +$1.67M +191,560 +22%
Invesco
16
Invesco
Georgia
$8.79M -$3.32M -379,915 -27%
American Century Companies
17
American Century Companies
Missouri
$8.69M +$441K +50,553 +5%
Norges Bank
18
Norges Bank
Norway
$8.5M
Fidelity Investments
19
Fidelity Investments
Massachusetts
$8.24M +$1.4M +160,225 +20%
Boston Partners
20
Boston Partners
Massachusetts
$8.06M -$239K -27,349 -3%
Bank of America
21
Bank of America
North Carolina
$7.87M -$282K -32,244 -3%
Prudential Financial
22
Prudential Financial
New Jersey
$7.07M +$1.44M +165,161 +24%
Goldman Sachs
23
Goldman Sachs
New York
$6.21M -$6.18M -707,936 -49%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.74M -$822K -94,108 -12%
Ameriprise
25
Ameriprise
Minnesota
$5.53M -$362K -41,426 -6%

HOPE Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q2 2023, worth a combined $854M — down 16% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of HOPE and 24 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 73 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $3.65M. The largest seller was Dimensional Fund Advisors, cutting an estimated $12.6M.

  • 217 institutional investors held Hope Bancorp (HOPE) as of Q2 2023, down from 226 in Q1 2023.
  • Funds reported $854M of Hope Bancorp stock for Q2 2023, down 16% quarter-over-quarter.
  • 24 funds opened new Hope Bancorp positions in Q2 2023 and 33 closed out, a net change of -9 holders.
  • The largest Hope Bancorp buyer in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $3.65M added.
  • The largest Hope Bancorp seller in Q2 2023 was Dimensional Fund Advisors, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2023.