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TriCo Bancshares
TCBK

156 hedge funds and large institutions have $900M invested in TriCo Bancshares in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

13% more funds holding

Funds holding: 138 → 156 (+18)

8% more capital invested

Capital invested by funds: $834M → $900M (+$66.4M)

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

0.28% more ownership

Funds ownership: 63.52% → 63.81% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

57% less call options, than puts

Call options by funds: $60K | Put options by funds: $141K

Holders
156
Holders Change
+18
Holders Change %
+13.04%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
49
Reduced
47
Closed
9
Calls
$60K
Puts
$141K
Net Calls
-$81K
Net Calls Change
+$540K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.06M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.04M
3
Morgan Stanley
Morgan Stanley
New York
+$4.08M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.97M
5
Millennium Management
Millennium Management
New York
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.1M
2
AWA
Arete Wealth Advisors
Illinois
-$5.17M
3
Franklin Resources
Franklin Resources
California
-$2.64M
4
Goldman Sachs
Goldman Sachs
New York
-$2.26M
5
RHJA
Rice Hall James & Associates
California
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$725 – – –
EWA
152
EverSource Wealth Advisors
Alabama
$597 – – –
AAP
153
Arax Advisory Partners
Colorado
$256 +$259 +6 New
JWA
154
JFS Wealth Advisors
Pennsylvania
$86 – – –
SIC
155
SJS Investment Consulting
Ohio
$86 – – –
AWA
156
Arete Wealth Advisors
Illinois
– -$5.17M -130,680 Closed
RHJA
157
Rice Hall James & Associates
California
– -$1.98M -50,136 Closed
ClearBridge Investments
158
ClearBridge Investments
New York
– -$1.36M -34,306 Closed
Principal Financial Group
159
Principal Financial Group
Iowa
– -$553K -13,978 Closed
FA
160
Fermata Advisors
California
– -$407K -10,275 Closed
DFCM
161
Dark Forest Capital Management
Puerto Rico
– -$312K -7,873 Closed
RHCA
162
Rosenthal Henry Capital Advisors
Indiana
– -$45.7K -1,154 Closed
GRP
163
Global Retirement Partners
California
– -$198 -5 Closed
PMAM
164
Picton Mahoney Asset Management
Ontario, Canada
– -$1K -2 Closed
3 4 5 6
7

TCBK Hedge Fund Activity: Q3 2024 in Review

156 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TriCo Bancshares (TCBK) for Q3 2024, worth a combined $900M — up 8% from $834M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TCBK positions and 9 closed out — a net gain of 19 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $6.06M. The largest seller was Fidelity Investments, cutting an estimated $23.1M.

  • 156 institutional investors held TriCo Bancshares (TCBK) as of Q3 2024, up from 138 in Q2 2024.
  • Funds reported $900M of TriCo Bancshares stock for Q3 2024, up 8% quarter-over-quarter.
  • 28 funds opened new TriCo Bancshares positions in Q3 2024 and 9 closed out, a net change of +19 holders.
  • The largest TriCo Bancshares buyer in Q3 2024 was BlackRock, an estimated $6.06M added.
  • The largest TriCo Bancshares seller in Q3 2024 was Fidelity Investments, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2024.