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Southern California Bancorp
BCAL

Overview Fund Activity

42 hedge funds and large institutions have $179M invested in Southern California Bancorp in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
7
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.6M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$2.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$882K
4
Northern Trust
4
Northern Trust
Illinois
$265K
5
ECM
5
ExodusPoint Capital Management
New York
$251K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$25.8M
2
JAM
2
Jacobs Asset Management
New York
$715K
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$30.3M
4
BFC
4
Banc Funds Company
Illinois
$5.51M
5
BCM
5
BHZ Capital Management
California
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$582K -$20.5K -1,180 -3%
Wells Fargo
27
Wells Fargo
California
$516K +$87 +5 +0%
NL
28
Navalign LLC
California
$396K – – –
EM
29
ELCO Management
New York
$375K – – –
MCA
30
Mendon Capital Advisors
Florida
$375K +$375K +21,602 New
Northern Trust
31
Northern Trust
Illinois
$265K +$265K +15,270 New
ECM
32
ExodusPoint Capital Management
New York
$251K +$251K +14,468 New
WDC
33
Woodward Diversified Capital
California
$234K – – –
Citigroup
34
Citigroup
New York
$231K +$231K +13,304 New
Morgan Stanley
35
Morgan Stanley
New York
$187K +$67.5K +3,889 +56%
Citadel Advisors
36
Citadel Advisors
Florida
$185K +$185K +10,671 New
MFIM
37
Mesirow Financial Investment Management
Illinois
$185K +$185K +10,668 New
KAS
38
Kestra Advisory Services
Texas
$181K +$181K +10,417 New
Bank of America
39
Bank of America
North Carolina
$133K +$133K +7,639 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$14.1K +$14.1K +812 New
Osaic Holdings
41
Osaic Holdings
Arizona
$5.64K – – –
T
42
Tidemark
California
$4.16K +$4.16K +240 New
State Street
43
State Street
Massachusetts
– -$241K -17,183 Closed
Goldman Sachs
44
Goldman Sachs
New York
– -$179K -12,760 Closed
Charles Schwab
45
Charles Schwab
California
– -$160K -11,392 Closed
US Bancorp
46
US Bancorp
Minnesota
– -$12.6K -900 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– -$7.33K -523 Closed
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