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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$67K -$59.6K -3,702 -48%
TRCT
77
Tower Research Capital (TRC)
New York
$47.1K +$33.3K +2,068 +265%
AIP
78
Ameritas Investment Partners
Nebraska
$39.4K
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$38.9K
Legal & General Group
80
Legal & General Group
United Kingdom
$34.7K
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$29.1K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$14.9K -$7.95K -494 -35%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$14.8K +$6.08K +378 +74%
LFG
84
Larson Financial Group
Missouri
$13.8K +$13.4K +834 New
SCM
85
Sterling Capital Management
North Carolina
$12.9K +$11.2K +697 +840%
US Bancorp
86
US Bancorp
Minnesota
$11.6K +$9.04K +562 +407%
RS
87
R Squared
Hong Kong
$10.6K +$10.3K +640 New
AB
88
Amalgamated Bank
New York
$7K
HCA
89
Harbor Capital Advisors
Illinois
$6K -$80 -5 -1%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.72K +107 +43%
MRP
91
Measured Risk Portfolios
California
$4.63K +$4.5K +280 New
RTL
92
Red Tortoise LLC
Georgia
$4.57K
UB
93
UMB Bank
Missouri
$4.13K +$4.02K +250 New
GI
94
GAMMA Investing
California
$3.82K +$949 +59 +34%
S
95
SignatureFD
Georgia
$3.16K +$3.07K +191 New
CA
96
Crewe Advisors
Utah
$2.63K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.72K
BTI
98
Blue Trust Inc
Georgia
$1.37K +$1.33K +83 New
PWMG
99
Private Wealth Management Group
New Jersey
$1.22K -$97 -6 -8%
SAM
100
Smartleaf Asset Management
Massachusetts
$1.17K

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.