Southern California Bancorp
BCAL
37 hedge funds and large institutions have $109M invested in Southern California Bancorp in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
42% more funds holding
Funds holding: 26 → 37 (+11)
10% more capital invested
Capital invested by funds: $99.3M → $109M (+$9.64M)
2.97% more ownership
Funds ownership: 39.55% → 42.51% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.59M |
| 2 |
BlackRock
New York
|
+$2.15M |
| 3 |
JAM
Jacobs Asset Management
New York
|
+$1.33M |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.18M |
| 5 |
EA
Eclectic Associates
Fullerton,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$2.01M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.09M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$188K |
| 4 |
Millennium Management
New York
|
-$151K |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$83.8K |
BCAL Hedge Fund Activity: Q3 2023 in Review
37 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q3 2023, worth a combined $109M — up 9.7% from $99.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BCAL positions and 1 closed out — a net gain of 11 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $2.59M. The largest seller was BHZ Capital Management, cutting an estimated $2.01M.
- 37 institutional investors held Southern California Bancorp (BCAL) as of Q3 2023, up from 26 in Q2 2023.
- Funds reported $109M of Southern California Bancorp stock for Q3 2023, up 9.7% quarter-over-quarter.
- 12 funds opened new Southern California Bancorp positions in Q3 2023 and 1 closed out, a net change of +11 holders.
- The largest Southern California Bancorp buyer in Q3 2023 was Vanguard Group, an estimated $2.59M added.
- The largest Southern California Bancorp seller in Q3 2023 was BHZ Capital Management, an estimated $2.01M sold.
Based on aggregated 13F filings for Q3 2023.