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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
VCM
201
Versant Capital Management
Arizona
$36.8K -$14.3K -615 -33%
GI
202
GAMMA Investing
California
$36.5K +$33.5K +1,439 New
EWA
203
EverSource Wealth Advisors
Alabama
$24.9K +$1.63K +70 +9%
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.8K +$11.9K +510 New
ASN
205
Advisory Services Network
Georgia
$14.6K +$11.6K +500 New
Nomura Asset Management
206
Nomura Asset Management
Japan
$13.7K
FHA
207
First Horizon Advisors
Tennessee
$13K
FFA
208
Farther Finance Advisors
California
$12.3K +$9.79K +421 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$12K -$5.07K -218 -35%
Barrow, Hanley, Mewhinney & Strauss
210
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K +$9.58K +412 New
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$11.2K
QCG
212
Quadrant Capital Group
Ohio
$9.05K +$1.16K +50 +19%
EBA
213
Eagle Bay Advisors
New York
$8.17K -$29.9K -1,284 -82%
HNB
214
Huntington National Bank
Ohio
$7.34K +$977 +42 +20%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$7.16K -$1.09K -47 -16%
PA
216
Parallel Advisors
California
$6.72K -$512 -22 -9%
PWMG
217
Private Wealth Management Group
New Jersey
$6.08K +$4.86K +209 New
GRP
218
Global Retirement Partners
California
$4.59K +$2.23K +96 +133%
BTI
219
Blue Trust Inc
Georgia
$4K +$4.54K +195 New
SPIA
220
Steward Partners Investment Advisory
New York
$2.99K -$9.3K -400 -80%
PTC
221
Private Trust Company
Ohio
$2.91K -$4.3K -185 -65%
GWS
222
Glassman Wealth Services
Virginia
$2.74K
DA
223
Denali Advisors
California
$2.21K +$1.19K +51 +204%
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$2.01K +$791 +34 +97%
Bessemer Group
225
Bessemer Group
New Jersey
$2K

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.