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TriCo Bancshares

133 hedge funds and large institutions have $893M invested in TriCo Bancshares in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more call options, than puts

Call options by funds: $21K | Put options by funds: $4K

36% more capital invested

Capital invested by funds: $658M → $893M (+$236M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

0.78% more ownership

Funds ownership: 61.71%62.49% (+0.78%)

1% more funds holding

Funds holding: 132133 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
47
Reduced
45
Closed
15
Calls
$21K
Puts
$4K
Net Calls
+$17K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M -$2.62M -72,953 -2%
BlackRock
2
BlackRock
New York
$106M +$6.76M +188,347 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.3M -$2.32M -64,691 -4%
Franklin Resources
4
Franklin Resources
California
$65.6M +$3.09M +86,141 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.8M +$2.33M +64,815 +5%
DAM
6
Davis Asset Management
California
$43.9M
AllianceBernstein
7
AllianceBernstein
Tennessee
$38.6M -$1.17M -32,496 -3%
State Street
8
State Street
Massachusetts
$36.9M +$700K +19,517 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.9M +$1.1M +30,523 +4%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9M -$1.88M -52,465 -7%
Goldman Sachs
11
Goldman Sachs
New York
$24.4M -$573K -15,980 -3%
Northern Trust
12
Northern Trust
Illinois
$19.5M +$651K +18,138 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$19.2M +$853K +23,768 +6%
Charles Schwab
14
Charles Schwab
California
$14.7M +$509K +14,200 +4%
CRC
15
Curi RMB Capital
Illinois
$13.6M +$30.1K +840 +0.3%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$12.7M +$472K +13,144 +5%
American Century Companies
17
American Century Companies
Missouri
$10M +$2.92M +81,507 +54%
Morgan Stanley
18
Morgan Stanley
New York
$9.33M +$4.8M +133,895 +161%
Renaissance Technologies
19
Renaissance Technologies
New York
$8.98M -$1.38M -38,424 -16%
HA
20
Heartland Advisors
Wisconsin
$8.59M
EAM
21
Eagle Asset Management
Florida
$8M +$6.68M +186,183 New
CIC
22
Crawford Investment Counsel
Georgia
$7.93M -$931K -25,943 -12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.84M -$210K -5,846 -3%
AWA
24
Arete Wealth Advisors
Illinois
$7.18M -$88.5K -2,466 -1%
BCM
25
Basswood Capital Management
New York
$5.93M

TCBK Hedge Fund Activity: Q4 2023 in Review

133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TriCo Bancshares (TCBK) for Q4 2023, worth a combined $893M — up 36% from $658M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TCBK positions and 15 closed out — a net gain of 3 holders — while 47 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $6.76M. The largest seller was Mesirow Institutional Investment Management, exiting entirely with an estimated $6.8M sold.

  • 133 institutional investors held TriCo Bancshares (TCBK) as of Q4 2023, up from 132 in Q3 2023.
  • Funds reported $893M of TriCo Bancshares stock for Q4 2023, up 36% quarter-over-quarter.
  • 18 funds opened new TriCo Bancshares positions in Q4 2023 and 15 closed out, a net change of +3 holders.
  • The largest TriCo Bancshares buyer in Q4 2023 was BlackRock, an estimated $6.76M added.
  • The largest TriCo Bancshares seller in Q4 2023 was Mesirow Institutional Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2023.