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TriCo Bancshares
TCBK

129 hedge funds and large institutions have $926M invested in TriCo Bancshares in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

36% more capital invested

Capital invested by funds: $679M → $926M (+$246M)

2% more funds holding

Funds holding: 126 → 129 (+3)

1.04% more ownership

Funds ownership: 64.7% → 65.74% (+1%)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

26% less call options, than puts

Call options by funds: $245K | Put options by funds: $331K

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
45
Reduced
47
Closed
8
Calls
$245K
Puts
$331K
Net Calls
-$86K
Net Calls Change
+$200K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$11.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.44M
3
BlackRock
BlackRock
New York
+$6.44M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.32M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.6M
2
Northern Trust
Northern Trust
Illinois
-$7.58M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.21M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.14M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
DT
101
Diversified Trust
Tennessee
$281K -$10.7K -248 -4%
Legal & General Group
102
Legal & General Group
United Kingdom
$241K +$10.1K +234 +5%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$234K – – –
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$226K +$206K +4,787 New
SG Americas Securities
105
SG Americas Securities
New York
$221K -$82.7K -1,919 -29%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$200K +$182K +4,226 New
NFG
107
Next Financial Group
Texas
$173K – – –
FCA
108
FinTrust Capital Advisors
South Carolina
$137K – – –
AIP
109
Ameritas Investment Partners
Nebraska
$108K – – –
Canada Life
110
Canada Life
Manitoba, Canada
$76K – – –
US Bancorp
111
US Bancorp
Minnesota
$75K – – –
Osaic Holdings
112
Osaic Holdings
Arizona
$75K +$1.42K +33 +2%
MCM
113
Manchester Capital Management
Vermont
$62K -$53.9K -1,250 -49%
TRCT
114
Tower Research Capital (TRC)
New York
$60K +$13.1K +305 +32%
Macquarie Group
115
Macquarie Group
Australia
$57K -$25.3K -587 -33%
AF
116
Allworth Financial
California
$52K – – –
OIA
117
Optimum Investment Advisors
Illinois
$37K +$172 +4 +0.5%
NFSG
118
Newbridge Financial Services Group
Florida
$33K +$30.3K +703 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$18K +$16K +372 New
HRC
120
Hoertkorn Richard Charles
$17K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$12K – – –
CFD
122
Creative Financial Designs
Indiana
$10K – – –
PA
123
Parallel Advisors
California
$9K +$431 +10 +6%
SFS
124
Sowell Financial Services
Arkansas
$6K +$5.78K +134 New
S
125
SignatureFD
Georgia
$5K +$1.9K +44 +81%
2 3 4
5
6

TCBK Hedge Fund Activity: Q1 2021 in Review

129 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TriCo Bancshares (TCBK) for Q1 2021, worth a combined $926M — up 36% from $679M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TCBK positions and 8 closed out — a net gain of 4 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Franklin Resources, adding an estimated $11.9M. The largest seller was Goldman Sachs, cutting an estimated $10.6M.

  • 129 institutional investors held TriCo Bancshares (TCBK) as of Q1 2021, up from 126 in Q4 2020.
  • Funds reported $926M of TriCo Bancshares stock for Q1 2021, up 36% quarter-over-quarter.
  • 12 funds opened new TriCo Bancshares positions in Q1 2021 and 8 closed out, a net change of +4 holders.
  • The largest TriCo Bancshares buyer in Q1 2021 was Franklin Resources, an estimated $11.9M added.
  • The largest TriCo Bancshares seller in Q1 2021 was Goldman Sachs, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2021.