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Southern California Bancorp

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: 4960 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$15.9K +$16.4K +1,178 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$15K +$15.7K +1,131 New
Legal & General Group
53
Legal & General Group
United Kingdom
$14K +$14.4K +1,039 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$11.7K +$12.1K +871 New
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$9.43K +$9.72K +700 New
AB
56
Amalgamated Bank
New York
$6K +$5.78K +416 New
TRCT
57
Tower Research Capital (TRC)
New York
$5.36K -$35.7K -2,569 -87%
RTL
58
Red Tortoise LLC
Georgia
$3.72K +$3.83K +276 New
PWMG
59
Private Wealth Management Group
New Jersey
$1.08K +$1.11K +80 New
BFM
60
Boothbay Fund Management
New York
-$2.84M -190,254 Closed
PFO
61
PMC FIG Opportunities
Israel
-$1.96M -131,733 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
-$1.38M -92,858 Closed
EA
63
Eclectic Associates
California
-$1.08M -72,441 Closed
Marshall Wace
64
Marshall Wace
United Kingdom
-$815K -54,666 Closed
LNC
65
Lincoln National Corp
Pennsylvania
-$611K -40,960 Closed
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
-$515K -34,549 Closed
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
-$283K -19,004 Closed
BHCM
68
Brevan Howard Capital Management
Jersey
-$180K -12,082 Closed
CSS
69
Cubist Systematic Strategies
Connecticut
-$108K -7,210 Closed
PAS
70
Point72 Asia (Singapore)
Singapore
-$101K -6,788 Closed
Macquarie Group
71
Macquarie Group
Australia
-$6 -431 Closed
T
72
Tidemark
California
-$3.58K -240 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
+$319 +23 New

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.