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PPBI

Pacific Premier Bancorp

Delisted

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

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: 237243 (+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: 20 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TA
176
Teton Advisors
New York
$262K -$23.3K -1,000 -10%
SW
177
SteelPeak Wealth
California
$262K +$209K +9,000 New
BCI
178
Brinker Capital Investments
Pennsylvania
$262K +$213K +9,175 New
OPS
179
Orion Portfolio Solutions
Nebraska
$262K +$213K +9,175 New
PA
180
Profund Advisors
Maryland
$257K +$206K +8,841 New
SM
181
Salzhauer Michael
$249K +$199K +8,540 New
VF
182
Vest Financial
Virginia
$237K +$189K +8,127 New
FRM
183
Fox Run Management
Connecticut
$235K -$124K -5,342 -40%
FNBT
184
FineMark National Bank & Trust
Florida
$234K +$187K +8,039 New
LPL Financial
185
LPL Financial
California
$210K +$168K +7,206 New
CGH
186
Crossmark Global Holdings
Texas
$209K +$167K +7,171 New
B
187
Bailard
California
$207K +$165K +7,100 New
ACM
188
Aquatic Capital Management
Illinois
$189K +$51.2K +2,200 +51%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$168K -$5.56K -239 -4%
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$159K
Russell Investments Group
191
Russell Investments Group
United Kingdom
$145K -$28K -1,203 -20%
C
192
Covestor
United Kingdom
$127K -$53.8K -2,311 -35%
SOW
193
State of Wyoming
Wyoming
$116K +$10.6K +456 +13%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$106K +$582 +25 +0.7%
BL
195
BFSG LLC
California
$93.5K +$74.7K +3,211 New
KBC Group
196
KBC Group
Belgium
$82K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$66K -$5.05K -217 -9%
AssetMark Inc
198
AssetMark Inc
California
$48.3K
SWS
199
SYSTM Wealth Solutions
Illinois
$47.7K +$38.1K +1,638 New
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9K +$4.19K +180 +16%

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.