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PACW

PacWest Bancorp

Delisted

PACW was delisted on the 30th of November, 2023.

168 hedge funds and large institutions have $2.02B invested in PacWest Bancorp in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $367K | Put options by funds: $215K

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more capital invested

Capital invested by funds: $1.51B → $2.02B (+$504M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% more funds holding

Funds holding: 163168 (+5)

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
4.88%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
26
Increased
68
Reduced
58
Closed
21
Calls
$367K
Puts
$215K
Net Calls
+$152K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M +$24.2M +616,951 +17%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$130M +$26.1M +666,875 +28%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$106M +$65.1M +1,661,602 +193%
Vanguard Group
4
Vanguard Group
Pennsylvania
$98.4M +$2.59M +66,148 +3%
BFA
5
BlackRock Fund Advisors
California
$88.8M +$23.1K +590 +0%
SAM
6
Silvercrest Asset Management
New York
$76.3M +$6.74M +172,030 +11%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$75.1M -$13.9M -355,100 -17%
State Street
8
State Street
Massachusetts
$72.9M +$370K +9,449 +0.6%
Goldman Sachs
9
Goldman Sachs
New York
$63.5M +$8.29M +211,403 +16%
JHIU
10
Janus Henderson Investors US
Colorado
$61M +$22.5M +573,187 +66%
BIT
11
BlackRock Institutional Trust
California
$45.6M -$330K -8,424 -0.8%
Capital World Investors
12
Capital World Investors
California
$43.5M +$40.4M +1,030,000 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$41.3M +$534K +13,625 +1%
Victory Capital Management
14
Victory Capital Management
Texas
$39.8M -$98K -2,500 -0.3%
Invesco
15
Invesco
Georgia
$38.8M +$30.9M +788,298 +603%
CIP
16
Chartwell Investment Partners
Pennsylvania
$38.6M +$118K +3,010 +0.3%
KCM
17
Kennedy Capital Management
Missouri
$35.5M -$4.23M -107,911 -11%
Millennium Management
18
Millennium Management
New York
$34.5M -$10.4M -264,896 -25%
LI
19
LMCG Investments
Massachusetts
$34.3M -$8.45M -215,595 -21%
Lazard Asset Management
20
Lazard Asset Management
New York
$27.7M -$4.7M -119,991 -15%
Northern Trust
21
Northern Trust
Illinois
$25.8M -$2.16M -55,177 -8%
CCM
22
Channing Capital Management
Illinois
$25.8M +$7.36M +187,774 +44%
PI
23
Putnam Investments
Massachusetts
$24.5M +$22.7M +579,383 New
Ameriprise
24
Ameriprise
Minnesota
$23.9M +$174K +4,427 +0.8%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$23.1M +$2.35M +60,038 +12%

PACW Hedge Fund Activity: Q4 2013 in Review

168 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PacWest Bancorp (PACW) for Q4 2013, worth a combined $2.02B — up 33% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PACW positions and 21 closed out — a net gain of 5 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $65.1M. The largest seller was Perkins Investment Management, exiting entirely with an estimated $34.5M sold.

  • 168 institutional investors held PacWest Bancorp (PACW) as of Q4 2013, up from 163 in Q3 2013.
  • Funds reported $2.02B of PacWest Bancorp stock for Q4 2013, up 33% quarter-over-quarter.
  • 26 funds opened new PacWest Bancorp positions in Q4 2013 and 21 closed out, a net change of +5 holders.
  • The largest PacWest Bancorp buyer in Q4 2013 was Wellington Management Group, an estimated $65.1M added.
  • The largest PacWest Bancorp seller in Q4 2013 was Perkins Investment Management, an estimated $34.5M sold.

Based on aggregated 13F filings for Q4 2013.