Southern California Bancorp
BCAL
42 hedge funds and large institutions have $178M invested in Southern California Bancorp in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
64% more capital invested
Capital invested by funds: $109M → $178M (+$69.5M)
13.64% more ownership
Funds ownership: 42.51% → 56.16% (+14%)
14% more funds holding
Funds holding: 37 → 42 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.21M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$510K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$229K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$5.11M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$734K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$620K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$426K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$351K |
BCAL Hedge Fund Activity: Q4 2023 in Review
42 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q4 2023, worth a combined $178M — up 64% from $109M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BCAL positions and 5 closed out — a net gain of 6 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Vanguard Group, adding an estimated $8.21M. The largest seller was Fourthstone LLC, cutting an estimated $5.11M.
- 42 institutional investors held Southern California Bancorp (BCAL) as of Q4 2023, up from 37 in Q3 2023.
- Funds reported $178M of Southern California Bancorp stock for Q4 2023, up 64% quarter-over-quarter.
- 11 funds opened new Southern California Bancorp positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest Southern California Bancorp buyer in Q4 2023 was Vanguard Group, an estimated $8.21M added.
- The largest Southern California Bancorp seller in Q4 2023 was Fourthstone LLC, an estimated $5.11M sold.
Based on aggregated 13F filings for Q4 2023.