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Pl Capital Advisors 13F annual report

Written by Lily Fisher — 0 Views

Pl Capital Advisors is an investment fund managing more than $250 billion ran by Matt Dwyer. There are currently 34 companies in Mr. Dwyer’s portfolio. The largest investments include Banc of California Inc and Enterprise Finl Svcs, together worth $71 billion.

Limited to 30 biggest holdings

$250 billion Assets Under Management (AUM)

As of 30th October 2023, Pl Capital Advisors’s top holding is 3,401,719 shares of Banc of California Inc currently worth over $42.1 billion and making up 16.9% of the portfolio value.Relative to the number of outstanding shares of Banc of California Inc, Pl Capital Advisors owns less than approximately 0.1% of the company.In addition, the fund holds 770,829 shares of Enterprise Finl Svcs worth $28.9 billion. The third-largest holding is First Merchants worth $20.9 billion and the next is F.N.B worth $19.2 billion, with 1,776,765 shares owned.

Currently, Pl Capital Advisors's portfolio is worth at least $250 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Pl Capital Advisors

The Pl Capital Advisors office and employees reside in Naples, Florida. According to the last 13-F report filed with the SEC, Matt Dwyer serves as the Chief Compliance Officer at Pl Capital Advisors.