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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
First Trust Advisors
51
First Trust Advisors
Illinois
$322K +$241 +15 +0.1%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$264K +$257K +15,953 New
DWM
53
Destination Wealth Management
California
$253K -$342K -21,276 -58%
Janus Henderson Group
54
Janus Henderson Group
United Kingdom
$247K -$16.2K -1,007 -6%
MIM
55
MetLife Investment Management
New Jersey
$243K
PP
56
PDT Partners
New York
$239K +$233K +14,460 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$238K +$65.3K +4,056 +39%
Wells Fargo
58
Wells Fargo
California
$236K -$693K -43,079 -75%
Mirae Asset Global ETFs Holdings
59
Mirae Asset Global ETFs Holdings
Hong Kong
$231K +$9.78K +608 +5%
AL
60
Aspiriant LLC
California
$230K +$224K +13,912 New
Deutsche Bank
61
Deutsche Bank
Germany
$228K +$72.9K +4,530 +49%
CP
62
Creekside Partners
California
$212K
CF
63
Corebridge Financial
Texas
$200K -$14.7K -914 -7%
PWM
64
Perigon Wealth Management
California
$187K
EF
65
Empowered Funds
Pennsylvania
$186K +$7.32K +455 +4%
FT
66
Fiduciary Trust
Massachusetts
$184K +$179K +11,097 New
MFIM
67
Mesirow Financial Investment Management
Illinois
$176K
IIM
68
INTECH Investment Management
Florida
$176K +$171K +10,615 New
DKCM
69
Davidson Kahn Capital Management
California
$172K +$168K +10,417 New
SG Americas Securities
70
SG Americas Securities
New York
$168K +$29.5K +1,833 +22%
PA
71
Parallel Advisors
California
$146K -$18.1K -1,123 -11%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$138K -$27.4K -1,700 -17%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$102K +$99.6K +6,188 New
PFSRSONJ
74
Police & Firemen's Retirement System of New Jersey
New Jersey
$85.9K +$83.6K +5,194 New
CSC
75
Caldwell Sutter Capital
California
$85.6K

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.