We are live on ! Find out more
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
BlackRock
1
BlackRock
New York
$410M -$1.5M -64,623 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M +$1.53M +65,694 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$148M +$3.06M +131,448 +3%
State Street
4
State Street
Massachusetts
$139M +$8.12M +348,935 +8%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$131M -$4.49M -193,169 -4%
American Century Companies
6
American Century Companies
Missouri
$110M -$8.44M -362,907 -9%
Morgan Stanley
7
Morgan Stanley
New York
$84.7M +$38.5M +1,654,741 +132%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$72.4M +$4.84M +207,901 +9%
Macquarie Group
9
Macquarie Group
Australia
$70.9M +$6.62M +284,633 +13%
Invesco
10
Invesco
Georgia
$66.6M +$20.8M +895,054 +64%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$62.1M +$1.95M +83,950 +4%
CCMLC
12
Cardinal Capital Management LLC (Connecticut)
Connecticut
$56.5M +$7.02M +301,694 +18%
AllianceBernstein
13
AllianceBernstein
Tennessee
$49.3M +$5.12M +219,901 +15%
Brown Advisory
14
Brown Advisory
Maryland
$48.2M -$1.21M -52,226 -3%
Goldman Sachs
15
Goldman Sachs
New York
$43M +$2.01M +86,564 +6%
Victory Capital Management
16
Victory Capital Management
Texas
$37.9M -$1.99M -85,421 -6%
Northern Trust
17
Northern Trust
Illinois
$37.9M +$607K +26,114 +2%
GKIM
18
GW&K Investment Management
Massachusetts
$36.8M -$2.96M -127,304 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35.3M -$2.42M -103,985 -8%
Norges Bank
20
Norges Bank
Norway
$34.8M +$6.83M +293,782 +33%
Ameriprise
21
Ameriprise
Minnesota
$32.1M -$1.38M -59,436 -5%
Charles Schwab
22
Charles Schwab
California
$32.1M +$1.47M +63,384 +6%
First Trust Advisors
23
First Trust Advisors
Illinois
$30.5M +$3.7M +158,996 +18%
N
24
Nuveen
North Carolina
$28.5M +$5.55M +238,658 +32%
ACB
25
Aristotle Capital Boston
Massachusetts
$25.2M -$899K -38,635 -4%

PPBI Hedge Fund Activity: Q4 2023 in Review

243 of the 6,859 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.