Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BANC OF CALIFORNIA INC (BANC)

284 + Investors. Track Smart Money conviction in BANC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — BANC

Based on 273 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BANC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
273 hedge funds hold BANC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BANC is almost the same as a year ago (+5 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

158 buying113 selling
Last quarter: 158 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new BANC position: 34 → 38 → 25 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 23% medium ■ 15% new
169 out of 273 hedge funds have held BANC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+11% value, -8% shares)

Value
+11%
Shares
-8%
Last quarter: total value of institutional BANC holdings rose +11% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~48 new funds/quarter

48 → 34 → 38 → 25 → 48 new funds/Q
New funds entering each quarter: 34 → 38 → 25 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 18% 1-2yr ■ 19% new
Of 284 current holders: 180 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
41 of 273 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BANC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BANC

How many hedge funds hold BANC — quarterly history vs. share price
Quarterly hedge fund ownership of BANC vs. share price

Market Analysis: BANC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BANC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 0 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BANC
2026 Q1 Stats Unlock in 21 days 284 + Investors

Track Smart Money conviction in BANC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 284 266 6.77%
13F Shares 139M 152M -8.45%
Total Value $2.80B $2.51B 11.4%
New Positions 49 26 +23
Increased Positions 121 112 +9
Closed Positions 32 43 -11
Reduced Positions 98 107 -9
Total Calls 7 6 16.67%
Total Puts 7 6 16.67%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: BANC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

284 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BANC. Verified SEC 13F-HR filings.

Top 25 institutional holders of BANC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hodges Capital Management Inc. 2.13% 1,462,302 $25.7M
2 Sippican Capital Advisors 1.46% 121,420 $2.1M
3 First Dallas Securities Inc. 0.46% 70,475 $1.2M
4 Oliver Luxxe Assets LLC 0.40% 153,833 $2.7M
5 Western Financial Corp/CA 0.34% 48,940 $860K
6 TECTONIC ADVISORS LLC 0.16% 170,119 $3.0M
7 HENNESSY ADVISORS INC 0.12% 195,000 $3.4M
8 MQS Management LLC 0.12% 10,346 $182K
9 Bayforest Capital Ltd 0.08% 3,826 $67K
10 NBC SECURITIES, INC. 0.07% 50,648 $890K
11 SHEETS SMITH WEALTH MANAGEMENT 0.07% 33,241 $584K
12 HARBOR CAPITAL ADVISORS, INC. 0.06% 39,933 —
13 Brooklyn Investment Group 0.02% 35,441 $623K
14 Louisiana State Employees Retirement System 0.02% 59,500 $1K
15 Curat Global, LLC 0.02% 985 $17K
16 OP Asset Management Ltd 0.02% 70,927 $1.4M
17 State of Alaska, Department of Revenue 0.01% 72,658 $1K
18 PROFUND ADVISORS LLC 0.01% 13,168 $231K
19 Ethic Inc. 0.01% 27,595 $485K
20 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 35,579 $625K
21 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.01% 30,742 $540K
22 SG Americas Securities, LLC 0.01% 344,033 $6K
23 World Investment Advisors 0.01% 22,477 $395K
24 Police & Firemen's Retirement System of New Jersey 0.01% 36,345 $639K
25 GAMMA Investing LLC 0.00% 5,354 $94K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BANC OF CALIFORNIA INC (BANC)

What does the Smart Money Trend signal show for BANC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BANC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BANC?

Slight buying edge — 58% buying: Last quarter: 158 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BANC holders?

Elite ownership — 46% AUM from top-100 funds: 41 of 273 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BANC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BANC?

62% of holders stayed for 2+ years: 169 out of 273 hedge funds have held BANC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.