We are live on ! Find out more
BCAL icon

Southern California Bancorp

100 hedge funds and large institutions have $337M invested in Southern California Bancorp in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $294M → $337M (+$42.4M)

4% more funds holding

Funds holding: 96100 (+4)

1.33% more ownership

Funds ownership: 61.99%63.32% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
38
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.18M +$556K +34,568 +93%
BAAM
27
Baker Avenue Asset Management
California
$1.18M
Goldman Sachs
28
Goldman Sachs
New York
$1.14M +$316K +19,668 +40%
Charles Schwab
29
Charles Schwab
California
$1.13M +$36.2K +2,249 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.07M +$220K +13,667 +27%
KCM
31
Kennedy Capital Management
Missouri
$1.06M +$86.8K +5,396 +9%
Citadel Advisors
32
Citadel Advisors
Florida
$986K +$959K +59,601 New
BCM
33
Bridgeway Capital Management
Texas
$975K -$494K -30,709 -34%
Bank of America
34
Bank of America
North Carolina
$911K +$540K +33,590 +156%
RSWM
35
Robertson Stephens Wealth Management
California
$886K
PA
36
PFG Advisors
Arizona
$876K
PRCP
37
Pacific Ridge Capital Partners
Oregon
$773K +$129K +8,047 +21%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$760K
Osaic Holdings
39
Osaic Holdings
Arizona
$685K -$644 -40 -0.1%
Barclays
40
Barclays
United Kingdom
$658K +$49.1K +3,050 +8%
American Century Companies
41
American Century Companies
Missouri
$646K +$173K +10,756 +38%
Raymond James Financial
42
Raymond James Financial
Florida
$641K +$623K +38,740 New
VW
43
Vance Wealth
California
$622K -$53.9K -3,349 -8%
N
44
Nuveen
North Carolina
$558K
EM
45
ELCO Management
New York
$538K -$133K -8,239 -20%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$482K +$4.97K +309 +1%
SAG
47
SageView Advisory Group
California
$480K -$161K -10,000 -26%
KWS
48
Keystone Wealth Services
California
$460K -$224K -13,913 -33%
NL
49
Navalign LLC
California
$377K
Citigroup
50
Citigroup
New York
$333K +$21.7K +1,348 +7%

BCAL Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q4 2024, worth a combined $337M — up 14% from $294M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BCAL positions and 8 closed out — a net gain of 8 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $5.05M. The largest seller was AllianceBernstein, cutting an estimated $2.72M.

  • 100 institutional investors held Southern California Bancorp (BCAL) as of Q4 2024, up from 96 in Q3 2024.
  • Funds reported $337M of Southern California Bancorp stock for Q4 2024, up 14% quarter-over-quarter.
  • 16 funds opened new Southern California Bancorp positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest Southern California Bancorp buyer in Q4 2024 was Fourthstone LLC, an estimated $5.05M added.
  • The largest Southern California Bancorp seller in Q4 2024 was AllianceBernstein, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2024.