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TriCo Bancshares

125 hedge funds and large institutions have $608M invested in TriCo Bancshares in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

1.33% more ownership

Funds ownership: 69.8%71.12% (+1.3%)

0% more capital invested

Capital invested by funds: $606M → $608M (+$1.51M)

9% less funds holding

Funds holding: 137125 (-12)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
125
Holders Change
-12
Holders Change %
-8.76%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
48
Reduced
34
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.8M +$21.7M +569,341 +38%
BlackRock
2
BlackRock
New York
$56.4M +$1.09M +28,670 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.1M +$1.01M +26,380 +2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.3M +$303K +7,944 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.4M +$808K +21,163 +2%
Goldman Sachs
6
Goldman Sachs
New York
$31.7M +$1.12M +29,281 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$23.1M +$2.1M +54,937 +10%
Northern Trust
8
Northern Trust
Illinois
$21.2M +$102K +2,659 +0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$20M +$477K +12,500 +2%
ICOM
10
Investment Counselors of Maryland
Maryland
$17.8M
LSV Asset Management
11
LSV Asset Management
Illinois
$15.6M +$477K +12,500 +3%
State Street
12
State Street
Massachusetts
$15.6M -$417K -10,928 -3%
HA
13
Heartland Advisors
Wisconsin
$14M
Ameriprise
14
Ameriprise
Minnesota
$13.2M +$10M +261,985 +282%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$12.2M +$2.02M +52,807 +19%
EAM
16
Eagle Asset Management
Florida
$11.5M +$2.24M +58,656 +24%
WC
17
Walthausen & Co
New York
$10.4M -$25.2K -660 -0.2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.49M +$147K +3,838 +2%
PAM
19
Panagora Asset Management
Massachusetts
$7.31M -$26.2K -686 -0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.05M +$54.2K +1,420 +0.8%
AL
21
AJO LP
Pennsylvania
$6.57M +$697K +18,258 +12%
CRC
22
Curi RMB Capital
Illinois
$6.05M +$725K +18,975 +13%
Morgan Stanley
23
Morgan Stanley
New York
$5.91M +$2.03M +53,283 +51%
BCM
24
Basswood Capital Management
New York
$5.14M
AQR Capital Management
25
AQR Capital Management
Connecticut
$5.06M -$359K -9,403 -6%

TCBK Hedge Fund Activity: Q1 2018 in Review

125 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in TriCo Bancshares (TCBK) for Q1 2018, worth a combined $608M — up 0.25% from $606M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of TCBK and 11 opened new positions — a net loss of 10 holders — while 34 trimmed existing stakes and 48 added.

The largest buyer was Fidelity Investments, adding an estimated $21.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $4.42M.

  • 125 institutional investors held TriCo Bancshares (TCBK) as of Q1 2018, down from 137 in Q4 2017.
  • Funds reported $608M of TriCo Bancshares stock for Q1 2018, up 0.25% quarter-over-quarter.
  • 11 funds opened new TriCo Bancshares positions in Q1 2018 and 21 closed out, a net change of -10 holders.
  • The largest TriCo Bancshares buyer in Q1 2018 was Fidelity Investments, an estimated $21.7M added.
  • The largest TriCo Bancshares seller in Q1 2018 was Thrivent Financial for Lutherans, an estimated $4.42M sold.

Based on aggregated 13F filings for Q1 2018.