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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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$37K +$36.4K +2,504 New
AIP
77
Ameritas Investment Partners
Nebraska
$35.2K +$17.5K +1,205 +102%
Legal & General Group
78
Legal & General Group
United Kingdom
$31K +$15.4K +1,058 +102%
SO
79
STRS Ohio
Ohio
$28.2K +$27.8K +1,908 New
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$26.1K +$13K +891 +102%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$20.6K +$20.2K +1,392 New
TRCT
82
Tower Research Capital (TRC)
New York
$11.5K +$5.56K +382 +96%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$7.6K +$7.48K +514 New
AB
84
Amalgamated Bank
New York
$6K
HCA
85
Harbor Capital Advisors
Illinois
$5K +$4.95K +340 New
RTL
86
Red Tortoise LLC
Georgia
$4.08K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.32K +228 +991%
GI
88
GAMMA Investing
California
$2.54K +$2.5K +172 New
CA
89
Crewe Advisors
Utah
$2.35K +$2.31K +159 New
US Bancorp
90
US Bancorp
Minnesota
$2.04K +$2.01K +138 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$1.54K +$1.51K +104 New
SCM
92
Sterling Capital Management
North Carolina
$1.23K +$1.21K +83 New
PWMG
93
Private Wealth Management Group
New Jersey
$1.18K
SAM
94
Smartleaf Asset Management
Massachusetts
$1.03K +$1.02K +70 New
C
95
Covestor
United Kingdom
$1K +$873 +60 New
CPA
96
Capital Performance Advisors
California
$177 +$175 +12 New
Citadel Advisors
97
Citadel Advisors
Florida
-$604K -44,846 Closed
Invesco
98
Invesco
Georgia
-$297K -22,054 Closed
Millennium Management
99
Millennium Management
New York
-$195K -14,444 Closed
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
-$181K -13,286 Closed

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.