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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.

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: 35 (+2)

60% more funds holding

Funds holding: 6096 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
Navalign LLC
California
$337K
Bank of America
52
Bank of America
North Carolina
$318K +$198K +13,608 +172%
ECM
53
ExodusPoint Capital Management
New York
$304K +$299K +20,551 New
First Trust Advisors
54
First Trust Advisors
Illinois
$287K +$283K +19,429 New
Citigroup
55
Citigroup
New York
$278K +$234K +16,068 +595%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$235K +$232K +15,921 New
Mariner
57
Mariner
Kansas
$233K +$229K +15,757 New
MIM
58
MetLife Investment Management
New Jersey
$218K +$166K +11,439 +349%
Jane Street
59
Jane Street
New York
$202K +$199K +13,659 New
WDC
60
Woodward Diversified Capital
California
$200K
Mirae Asset Global ETFs Holdings
61
Mirae Asset Global ETFs Holdings
Hong Kong
$197K +$194K +13,348 New
CF
62
Corebridge Financial
Texas
$192K +$95.1K +6,538 +101%
CP
63
Creekside Partners
California
$190K +$187K +12,839 New
PWM
64
Perigon Wealth Management
California
$183K +$180K +12,399 New
HSBC Holdings
65
HSBC Holdings
United Kingdom
$177K +$175K +11,998 New
EF
66
Empowered Funds
Pennsylvania
$160K +$157K +10,810 New
MFIM
67
Mesirow Financial Investment Management
Illinois
$158K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$153K +$151K +10,359 New
RJA
69
Raymond James & Associates
Florida
$152K +$150K +10,289 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$148K +$35.4K +2,432 +32%
PA
71
Parallel Advisors
California
$147K +$145K +9,967 New
Deutsche Bank
72
Deutsche Bank
Germany
$137K +$135K +9,272 New
SG Americas Securities
73
SG Americas Securities
New York
$123K +$121K +8,330 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$115K +$95.6K +6,574 +581%
CSC
75
Caldwell Sutter Capital
California
$76.5K +$75.3K +5,174 New

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.