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Southern California Bancorp
BCAL

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.

New
Increased
Maintained
Reduced
Closed

1,133% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 3

514% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 7

93% more capital invested

Capital invested by funds: $152M → $294M (+$142M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

60% more funds holding

Funds holding: 60 → 96 (+36)

1.47% more ownership

Funds ownership: 60.52% → 61.99% (+1.5%)

Holders
96
Holders Change
+36
Holders Change %
+60%
% of All Funds
1.38%
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
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
+$19.1M
2
BFC
Banc Funds Company
Illinois
+$15.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$13.9M
4
FL
Fourthstone LLC
Missouri
+$13.5M
5
BlackRock
BlackRock
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$5.82M
2
Citadel Advisors
Citadel Advisors
Florida
-$604K
3
Goldman Sachs
Goldman Sachs
New York
-$420K
4
Invesco
Invesco
Georgia
-$297K
5
Millennium Management
Millennium Management
New York
-$195K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$848K +$85.6K +5,886 +11%
MCM
27
MAI Capital Management
Ohio
$801K +$788K +54,179 New
RSWM
28
Robertson Stephens Wealth Management
California
$792K +$779K +53,579 New
PA
29
PFG Advisors
Arizona
$783K – – –
Bank of New York Mellon
30
Bank of New York Mellon
New York
$757K +$247K +16,952 +50%
Renaissance Technologies
31
Renaissance Technologies
New York
$736K +$724K +49,743 New
Goldman Sachs
32
Goldman Sachs
New York
$727K -$420K -28,889 -37%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$680K – – –
KWS
34
Keystone Wealth Services
California
$617K +$607K +41,737 New
Osaic Holdings
35
Osaic Holdings
Arizona
$613K -$3.08K -212 -0.5%
VW
36
Vance Wealth
California
$606K – – –
EM
37
ELCO Management
New York
$603K +$204K +14,047 +53%
HAM
38
HoldCo Asset Management
Florida
$599K – – –
SAG
39
SageView Advisory Group
California
$578K – – –
PRCP
40
Pacific Ridge Capital Partners
Oregon
$572K +$175K +12,042 +45%
UBS Group
41
UBS Group
Switzerland
$548K +$56.1K +3,858 +12%
Cerity Partners
42
Cerity Partners
New York
$546K +$537K +36,950 New
Barclays
43
Barclays
United Kingdom
$544K +$342K +23,499 +177%
DWM
44
Destination Wealth Management
California
$541K +$532K +36,566 New
N
45
Nuveen
North Carolina
$499K +$258K +17,705 +110%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$452K +$444K +30,551 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$427K +$241K +16,559 +135%
American Century Companies
48
American Century Companies
Missouri
$419K +$412K +28,326 New
JP Morgan Chase
49
JP Morgan Chase
New York
$392K +$311K +21,384 +417%
CWM
50
Concentric Wealth Management
California
$362K +$356K +24,443 New
1
2
3 4 5

BCAL Hedge Fund Activity: Q3 2024 in Review

96 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q3 2024, worth a combined $294M — up 93% from $152M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BCAL positions and 7 closed out — a net gain of 36 holders — while 37 added to existing stakes and 3 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $19.1M. The largest seller was FJ Capital Management, cutting an estimated $5.82M.

  • 96 institutional investors held Southern California Bancorp (BCAL) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $294M of Southern California Bancorp stock for Q3 2024, up 93% quarter-over-quarter.
  • 43 funds opened new Southern California Bancorp positions in Q3 2024 and 7 closed out, a net change of +36 holders.
  • The largest Southern California Bancorp buyer in Q3 2024 was Endeavour Capital Advisors, an estimated $19.1M added.
  • The largest Southern California Bancorp seller in Q3 2024 was FJ Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2024.