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PPBI

Pacific Premier Bancorp

Delisted

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

230 hedge funds and large institutions have $2.13B invested in Pacific Premier Bancorp in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 81 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 81

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

2% less funds holding

Funds holding: 234230 (-4)

2.1% less ownership

Funds ownership: 95.1%93% (-2.1%)

20% less capital invested

Capital invested by funds: $2.67B → $2.13B (-$543M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

97% less call options, than puts

Call options by funds: $17K | Put options by funds: $573K

Holders
230
Holders Change
-4
Holders Change %
-1.71%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
82
Reduced
81
Closed
30
Calls
$17K
Puts
$573K
Net Calls
-$556K
Net Calls Change
-$556K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$11K +$9.98K +330 +33,000%
QCG
202
Quadrant Capital Group
Ohio
$8.5K +$514 +17 +5%
HWP
203
Highline Wealth Partners
California
$8.19K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$8K -$45.3K -1,498 -83%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$6.97K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$6.77K -$605 -20 -7%
HNB
207
Huntington National Bank
Ohio
$5.76K +$7.26K +240 New
PA
208
Parallel Advisors
California
$5.55K
TWA
209
TCI Wealth Advisors
Arizona
$4.35K -$6.54K -216 -54%
PTC
210
Private Trust Company
Ohio
$4.08K
PPC
211
Park Place Capital
Alabama
$3.65K
EWA
212
EverSource Wealth Advisors
Alabama
$3.53K -$3.39K -112 -43%
LC
213
Lindbrook Capital
California
$2.28K
CG
214
Cutler Group
California
$2K +$3.03K +100 New
FCA
215
FinTrust Capital Advisors
South Carolina
$1.8K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.63K
SFG
217
Steward Financial Group
Texas
$1K +$847 +28 +88%
BIA
218
Bell Investment Advisors
California
$961 +$1.21K +40 New
CFGS
219
Concourse Financial Group Securities
Alabama
$888
EI
220
Ellevest Inc
New York
$865 +$1.09K +36 New
AAP
221
Arax Advisory Partners
Colorado
$840
TCM
222
Tradewinds Capital Management
Washington
$409
ECM
223
Everence Capital Management
Indiana
$363
SIC
224
SJS Investment Consulting
Ohio
$337 -$363 -12 -46%
DI
225
Disciplined Investments
Oklahoma
$288 -$61 -2 -14%

PPBI Hedge Fund Activity: Q1 2023 in Review

230 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacific Premier Bancorp (PPBI) for Q1 2023, worth a combined $2.13B — down 20% from $2.67B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PPBI and 28 opened new positions — a net loss of 2 holders — while 81 trimmed existing stakes and 82 added.

The largest buyer was Victory Capital Management, adding an estimated $14.9M. The largest seller was Geneva Capital Management, exiting entirely with an estimated $37.3M sold.

  • 230 institutional investors held Pacific Premier Bancorp (PPBI) as of Q1 2023, down from 234 in Q4 2022.
  • Funds reported $2.13B of Pacific Premier Bancorp stock for Q1 2023, down 20% quarter-over-quarter.
  • 28 funds opened new Pacific Premier Bancorp positions in Q1 2023 and 30 closed out, a net change of -2 holders.
  • The largest Pacific Premier Bancorp buyer in Q1 2023 was Victory Capital Management, an estimated $14.9M added.
  • The largest Pacific Premier Bancorp seller in Q1 2023 was Geneva Capital Management, an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2023.