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Southern California Bancorp
BCAL

26 hedge funds and large institutions have $99.3M invested in Southern California Bancorp in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

39.55% more ownership

Funds ownership: 0% → 39.55% (+40%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$25.1M
2
FL
Fourthstone LLC
Missouri
+$24.3M
3
ECA
Endeavour Capital Advisors
Connecticut
+$15.3M
4
FCM
FJ Capital Management
Virginia
+$7.79M
5
BFC
Banc Funds Company
Illinois
+$5.85M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$24.7M +$25.1M +1,802,628 New
FL
2
Fourthstone LLC
Missouri
$24M +$24.3M +1,746,995 New
ECA
3
Endeavour Capital Advisors
Connecticut
$15.1M +$15.3M +1,100,942 New
FCM
4
FJ Capital Management
Virginia
$7.67M +$7.79M +559,323 New
BFC
5
Banc Funds Company
Illinois
$5.76M +$5.85M +419,996 New
BCM
6
BHZ Capital Management
California
$4.41M +$4.47M +321,173 New
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.63M +$3.69M +264,614 New
SCP
8
Siena Capital Partners
Illinois
$2.86M +$2.9M +208,556 New
BFM
9
Boothbay Fund Management
New York
$2.06M +$2.09M +150,000 New
EC
10
EJF Capital
Virginia
$1.56M +$1.58M +113,648 New
PU
11
Petiole USA
New York
$1.17M +$1.18M +85,000 New
ROC
12
River Oaks Capital
Minnesota
$833K +$845K +60,700 New
PA
13
PFG Advisors
Arizona
$726K +$737K +52,950 New
PFO
14
PMC FIG Opportunities
Israel
$707K +$717K +51,500 New
Wellington Management Group
15
Wellington Management Group
Massachusetts
$595K +$604K +43,364 New
VW
16
Vance Wealth
California
$562K +$571K +40,982 New
LNC
17
Lincoln National Corp
Pennsylvania
$562K +$570K +40,960 New
HAM
18
HoldCo Asset Management
Florida
$556K +$564K +40,531 New
SAG
19
SageView Advisory Group
California
$554K +$562K +40,390 New
UBS Group
20
UBS Group
Switzerland
$526K +$533K +38,305 New
EM
21
ELCO Management
New York
$296K +$301K +21,602 New
WDC
22
Woodward Diversified Capital
California
$185K +$188K +13,500 New
Millennium Management
23
Millennium Management
New York
$151K +$154K +11,032 New
Morgan Stanley
24
Morgan Stanley
New York
$94.5K +$95.9K +6,889 New
US Bancorp
25
US Bancorp
Minnesota
$12.3K +$12.5K +900 New
1
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BCAL Hedge Fund Activity: Q2 2023 in Review

26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q2 2023, worth a combined $99.3M.

Buyers outnumbered sellers: 26 funds opened new BCAL positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $25.1M.

  • 26 institutional investors held Southern California Bancorp (BCAL) as of Q2 2023, up from 0 in Q1 2023.
  • Funds reported $99.3M of Southern California Bancorp stock for Q2 2023.
  • 26 funds opened new Southern California Bancorp positions in Q2 2023 and 0 closed out, a net change of +26 holders.
  • The largest Southern California Bancorp buyer in Q2 2023 was AllianceBernstein, an estimated $25.1M added.

Based on aggregated 13F filings for Q2 2023.