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Southern California Bancorp
BCAL

60 hedge funds and large institutions have $152M invested in Southern California Bancorp in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

22% more funds holding

Funds holding: 49 → 60 (+11)

4.24% more ownership

Funds ownership: 56.28% → 60.52% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $154M → $152M (-$1.35M)

Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
18
Reduced
7
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.75M
2
FL
Fourthstone LLC
Missouri
+$3.73M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.36M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.84M
5
BFC
Banc Funds Company
Illinois
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
-$2.84M
2
PFO
PMC FIG Opportunities
Israel
-$1.96M
3
Millennium Management
Millennium Management
New York
-$1.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.38M
5
EA
Eclectic Associates
California
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
26
SageView Advisory Group
California
$526K +$542K +39,050 New
Northern Trust
27
Northern Trust
Illinois
$500K +$302K +21,759 +141%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$461K +$475K +34,205 New
Morgan Stanley
29
Morgan Stanley
New York
$447K +$196K +14,136 +74%
Charles Schwab
30
Charles Schwab
California
$447K +$461K +33,164 New
UBS Group
31
UBS Group
Switzerland
$447K +$11.4K +821 +3%
EM
32
ELCO Management
New York
$360K +$74.7K +5,380 +25%
PRCP
33
Pacific Ridge Capital Partners
Oregon
$359K +$370K +26,629 New
NL
34
Navalign LLC
California
$307K – – –
Invesco
35
Invesco
Georgia
$297K +$306K +22,054 New
N
36
Nuveen
North Carolina
$216K +$223K +16,056 New
Millennium Management
37
Millennium Management
New York
$195K -$1.68M -120,672 -89%
WDC
38
Woodward Diversified Capital
California
$182K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$181K +$185K +13,286 New
Barclays
40
Barclays
United Kingdom
$179K +$184K +13,257 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$166K +$171K +12,292 New
AGM
42
Alpine Global Management
New York
$159K +$164K +11,795 New
MFIM
43
Mesirow Financial Investment Management
Illinois
$144K – – –
Bank of America
44
Bank of America
North Carolina
$106K -$2.51K -181 -2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$102K +$106K +7,600 New
CF
46
Corebridge Financial
Texas
$87.2K +$89.8K +6,469 New
JP Morgan Chase
47
JP Morgan Chase
New York
$69K -$130K -9,359 -65%
MIM
48
MetLife Investment Management
New Jersey
$44.2K +$45.6K +3,280 New
Citigroup
49
Citigroup
New York
$36.4K -$416K -29,981 -92%
EC
50
EntryPoint Capital
New York
$29.5K +$30.5K +2,193 New
1
2
3

BCAL Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q2 2024, worth a combined $152M — down 0.88% from $154M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BCAL positions and 13 closed out — a net gain of 11 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $6.75M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $2.84M sold.

  • 60 institutional investors held Southern California Bancorp (BCAL) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $152M of Southern California Bancorp stock for Q2 2024, down 0.88% quarter-over-quarter.
  • 24 funds opened new Southern California Bancorp positions in Q2 2024 and 13 closed out, a net change of +11 holders.
  • The largest Southern California Bancorp buyer in Q2 2024 was BlackRock, an estimated $6.75M added.
  • The largest Southern California Bancorp seller in Q2 2024 was Boothbay Fund Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2024.