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Hope Bancorp

219 hedge funds and large institutions have $1.25B invested in Hope Bancorp in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more call options, than puts

Call options by funds: $78K | Put options by funds: $10K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $883M → $1.25B (+$366M)

2.92% more ownership

Funds ownership: 83.13%86.05% (+2.9%)

3% more funds holding

Funds holding: 213219 (+6)

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

Holders
219
Holders Change
+6
Holders Change %
+2.82%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
80
Reduced
77
Closed
15
Calls
$78K
Puts
$10K
Net Calls
+$68K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$939K +94,478 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M +$1.15M +115,826 +0.9%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$88.1M -$14.6M -1,471,785 -17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.8M -$1.48M -148,774 -2%
State Street
5
State Street
Massachusetts
$69.6M +$2.19M +220,651 +4%
Macquarie Group
6
Macquarie Group
Australia
$61.7M -$1.8M -180,736 -3%
Morgan Stanley
7
Morgan Stanley
New York
$61.3M +$29.1M +2,928,856 +137%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$32M +$1.14M +114,229 +5%
LSV Asset Management
9
LSV Asset Management
Illinois
$31.4M -$1.54M -155,100 -6%
Charles Schwab
10
Charles Schwab
California
$22.3M +$1.15M +115,543 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.1M +$509K +51,156 +3%
American Century Companies
12
American Century Companies
Missouri
$16.7M +$2.23M +224,516 +19%
Holocene Advisors
13
Holocene Advisors
New York
$16.3M +$4.61M +463,384 +53%
Northern Trust
14
Northern Trust
Illinois
$16.1M +$454K +45,704 +4%
Boston Partners
15
Boston Partners
Massachusetts
$14.2M -$376K -37,795 -3%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$13.4M -$749K -75,360 -6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$12.5M +$683K +68,672 +7%
JP Morgan Chase
18
JP Morgan Chase
New York
$11.9M +$6.81M +684,732 +230%
Victory Capital Management
19
Victory Capital Management
Texas
$11.6M -$933K -93,819 -9%
Bank of America
20
Bank of America
North Carolina
$11.3M +$354K +35,586 +4%
Norges Bank
21
Norges Bank
Norway
$9.96M -$854K -85,911 -9%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$9.35M +$1.7M +170,985 +28%
Goldman Sachs
23
Goldman Sachs
New York
$9.06M +$321K +32,316 +5%
AQR Capital Management
24
AQR Capital Management
Connecticut
$9.02M -$170K -17,146 -2%
Invesco
25
Invesco
Georgia
$9.01M +$1.13M +114,067 +18%

HOPE Hedge Fund Activity: Q4 2023 in Review

219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hope Bancorp (HOPE) for Q4 2023, worth a combined $1.25B — up 41% from $883M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HOPE positions and 15 closed out — a net gain of 9 holders — while 80 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $14.6M.

  • 219 institutional investors held Hope Bancorp (HOPE) as of Q4 2023, up from 213 in Q3 2023.
  • Funds reported $1.25B of Hope Bancorp stock for Q4 2023, up 41% quarter-over-quarter.
  • 24 funds opened new Hope Bancorp positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest Hope Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $29.1M added.
  • The largest Hope Bancorp seller in Q4 2023 was Fuller & Thaler Asset Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2023.