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PPBI

Pacific Premier Bancorp
PPBI

Delisted

PPBI was delisted on the 29th of August, 2025.

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243 hedge funds and large institutions have $2.64B invested in Pacific Premier Bancorp in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,687% more call options, than puts

Call options by funds: $268K | Put options by funds: $15K

37% more capital invested

Capital invested by funds: $1.93B → $2.64B (+$714M)

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 237 → 243 (+6)

2.4% more ownership

Funds ownership: 92.08% → 94.48% (+2.4%)

14% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 94

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
81
Reduced
94
Closed
29
Calls
$268K
Puts
$15K
Net Calls
+$253K
Net Calls Change
+$325K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38.5M
2
Invesco
Invesco
Georgia
+$20.8M
3
State Street
State Street
Massachusetts
+$8.12M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$7.02M
5
Norges Bank
Norges Bank
Norway
+$6.83M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$16.8M
2
American Century Companies
American Century Companies
Missouri
-$8.44M
3
SCA
Stieven Capital Advisors
Missouri
-$7.91M
4
SCM
Snyder Capital Management
California
-$7.52M
5
BPA
Beacon Pointe Advisors
California
-$7.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
151
Everence Capital Management
Indiana
$439K – – –
VPIM
152
Vanguard Personalized Indexing Management
California
$432K -$44.2K -1,902 -11%
DI
153
Diligent Investors
California
$429K -$2.33K -100 -0.7%
CAM
154
Cresset Asset Management
Illinois
$413K -$2.14K -92 -0.6%
PMAM
155
Picton Mahoney Asset Management
Ontario, Canada
$409K +$327K +14,038 New
UA
156
Unison Advisors
District of Columbia
$402K +$4.77K +205 +2%
Corient Private Wealth
157
Corient Private Wealth
Florida
$393K +$314K +13,506 New
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$377K +$301K +12,959 New
Amundi
159
Amundi
France
$354K +$8.4K +361 +3%
Osaic Holdings
160
Osaic Holdings
Arizona
$354K -$137K -5,907 -33%
CIA
161
Concurrent Investment Advisors
Florida
$353K +$282K +12,115 New
PFO
162
PMC FIG Opportunities
Israel
$341K -$1.17M -50,300 -81%
QCM
163
Quantinno Capital Management
New York
$338K +$6.61K +284 +3%
AA
164
AlphaMark Advisors
Kentucky
$327K +$261K +11,227 New
VCA
165
Verdence Capital Advisors
Maryland
$324K +$605 +26 +0.2%
HA
166
Harbor Advisors
Florida
$323K – – –
TSS
167
Two Sigma Securities
New York
$318K +$254K +10,936 New
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$306K – – –
I
169
InceptionR
California
$293K +$234K +10,057 New
SG Americas Securities
170
SG Americas Securities
New York
$290K -$1.89M -81,075 -89%
GWM
171
GDS Wealth Management
Texas
$289K – – –
CC
172
Cipher Capital
New York
$288K +$230K +9,885 New
AIP
173
Ameritas Investment Partners
Nebraska
$286K +$9.19K +395 +4%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$276K +$4.47K +192 +2%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$269K +$215K +9,237 New
5 6
7
8 9

PPBI Hedge Fund Activity: Q4 2023 in Review

243 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacific Premier Bancorp (PPBI) for Q4 2023, worth a combined $2.64B — up 37% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PPBI positions and 29 closed out — a net gain of 7 holders — while 81 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.5M. The largest seller was Citadel Advisors, cutting an estimated $16.8M.

  • 243 institutional investors held Pacific Premier Bancorp (PPBI) as of Q4 2023, up from 237 in Q3 2023.
  • Funds reported $2.64B of Pacific Premier Bancorp stock for Q4 2023, up 37% quarter-over-quarter.
  • 36 funds opened new Pacific Premier Bancorp positions in Q4 2023 and 29 closed out, a net change of +7 holders.
  • The largest Pacific Premier Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $38.5M added.
  • The largest Pacific Premier Bancorp seller in Q4 2023 was Citadel Advisors, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2023.