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Southern California Bancorp

96 hedge funds and large institutions have $294M invested in Southern California Bancorp in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
96
Holders Change
+36
Holders Change %
+60%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
43
Increased
37
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$848K 57,357 +5,886 +11%
MCM
27
MAI Capital Management
Ohio
$801K 54,179 +54,179 New
RSWM
28
Robertson Stephens Wealth Management
California
$792K 53,579 +53,579 New
PA
29
PFG Advisors
Arizona
$783K 52,950
Bank of New York Mellon
30
Bank of New York Mellon
New York
$757K 51,157 +16,952 +50%
Renaissance Technologies
31
Renaissance Technologies
New York
$736K 49,743 +49,743 New
Goldman Sachs
32
Goldman Sachs
New York
$727K 49,141 -28,889 -37%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$680K 45,963
KWS
34
Keystone Wealth Services
California
$617K 41,737 +41,737 New
Osaic Holdings
35
Osaic Holdings
Arizona
$613K 41,432 -212 -0.5%
VW
36
Vance Wealth
California
$606K 40,982
EM
37
ELCO Management
New York
$603K 40,795 +14,047 +53%
HAM
38
HoldCo Asset Management
Florida
$599K 40,531
SAG
39
SageView Advisory Group
California
$578K 39,050
PRCP
40
Pacific Ridge Capital Partners
Oregon
$572K 38,671 +12,042 +45%
UBS Group
41
UBS Group
Switzerland
$548K 37,019 +3,858 +12%
Cerity Partners
42
Cerity Partners
New York
$546K 36,950 +36,950 New
Barclays
43
Barclays
United Kingdom
$544K 36,756 +23,499 +177%
DWM
44
Destination Wealth Management
California
$541K 36,566 +36,566 New
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$499K 33,761 +17,705 +110%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$452K 30,551 +30,551 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$427K 28,851 +16,559 +135%
American Century Companies
48
American Century Companies
Missouri
$419K 28,326 +28,326 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$392K 26,508 +21,384 +417%
CWM
50
Concentric Wealth Management
California
$362K 24,443 +24,443 New