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TriCo Bancshares

131 hedge funds and large institutions have $697M invested in TriCo Bancshares in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

15% more capital invested

Capital invested by funds: $605M → $697M (+$91.7M)

7% more funds holding

Funds holding: 122131 (+9)

10.98% less ownership

Funds ownership: 70.32%59.33% (-11%)

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
55
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$79.8M +$5.2M +134,374 +7%
BlackRock
2
BlackRock
New York
$70.4M +$9.28M +239,853 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$49.4M +$1.74M +44,973 +4%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.9M +$4M +103,463 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$47.5M +$10.4M +270,010 +28%
Goldman Sachs
6
Goldman Sachs
New York
$33.4M +$553K +14,292 +2%
Northern Trust
7
Northern Trust
Illinois
$23.9M +$1.64M +42,392 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$23.5M +$1.48M +38,149 +7%
Renaissance Technologies
9
Renaissance Technologies
New York
$22.5M +$1.44M +37,277 +7%
State Street
10
State Street
Massachusetts
$20.2M +$4.55M +117,700 +29%
ICOM
11
Investment Counselors of Maryland
Maryland
$18.4M -$65.8K -1,700 -0.4%
HA
12
Heartland Advisors
Wisconsin
$14.6M
EAM
13
Eagle Asset Management
Florida
$14.2M +$139K +3,603 +1%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$12.8M +$48.3K +1,248 +0.4%
WC
15
Walthausen & Co
New York
$11.5M +$11.5M +297,184 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$11.2M +$2.66M +68,867 +31%
Ameriprise
17
Ameriprise
Minnesota
$11.1M -$2.07M -53,415 -16%
SCA
18
Stieven Capital Advisors
Missouri
$9.73M +$9.75M +252,005 New
CCM
19
Castine Capital Management
Massachusetts
$8.65M +$8.66M +223,888 New
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$8M +$842K +21,751 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.84M +$635K +16,420 +9%
PAM
22
Panagora Asset Management
Massachusetts
$7.57M +$286K +7,390 +4%
KCM
23
Kennedy Capital Management
Missouri
$6.4M +$6.41M +165,683 New
LSV Asset Management
24
LSV Asset Management
Illinois
$5.63M -$4.5M -116,300 -44%
Charles Schwab
25
Charles Schwab
California
$5.63M +$1.2M +31,000 +27%

TCBK Hedge Fund Activity: Q3 2018 in Review

131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in TriCo Bancshares (TCBK) for Q3 2018, worth a combined $697M — up 15% from $605M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TCBK positions and 14 closed out — a net gain of 9 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.4M. The largest seller was LSV Asset Management, cutting an estimated $4.5M.

  • 131 institutional investors held TriCo Bancshares (TCBK) as of Q3 2018, up from 122 in Q2 2018.
  • Funds reported $697M of TriCo Bancshares stock for Q3 2018, up 15% quarter-over-quarter.
  • 23 funds opened new TriCo Bancshares positions in Q3 2018 and 14 closed out, a net change of +9 holders.
  • The largest TriCo Bancshares buyer in Q3 2018 was Vanguard Group, an estimated $10.4M added.
  • The largest TriCo Bancshares seller in Q3 2018 was LSV Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2018.