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PL CAPITAL ADVISORS, LLC

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NAPLES FL Investment Advisor Hedge Fund Activist Investor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

PL Capital Advisors is based out of Naples. PL Capital Advisors is a hedge fund with 4 clients and discretionary assets under management (AUM) of $304,853,451 (Form ADV from 2024-03-20). Their last reported 13F filing for Q2 2024 included $240,529,852 in managed 13F securities and a top 10 holdings concentration of 76.92%. PL Capital Advisors's largest holding is Banc of California Inc with shares held of 3,224,219. Whalewisdom has at least 53 13F filings, 33 13D filings, and 6 13G filings

2024-06-30

Top Buys (13F)

2024-06-30

Top Sells (13F)

2024-06-30

13F Holdings Summary

Name $ Change
BANC Banc of California I 17.13%
EFSC Enterprise Financial 11.97%
FRME First Merchants Corp 9.5%
HBNC Horizon Bancorp (IN) 8.35%
FNB F.N.B. Corp. 8.04%

2024-06-30

13F Activity

Market Value $241m, Prior: $263m
Inflows (Outflows) as % of Total MV (-3.5243)%
New Purchases 1 stocks
Added To 5 stocks
Sold out of 4 stocks
Reduced holdings in 5 stocks
Top 10 Holdings % 76.92%
Turnover %[1] 15.63%
Turnover Alt %[2] 3.23%
Time Held Top 20 17.2 quarters
Time Held Top 10 23.3 quarters
Time Held All 20.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-06-30

13F Sector Allocation Over Time

2024-06-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30

Portfolio Performance