Southern California Bancorp
BCAL
49 hedge funds and large institutions have $154M invested in Southern California Bancorp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
17% more funds holding
Funds holding: 42 → 49 (+7)
0.12% more ownership
Funds ownership: 56.16% → 56.28% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less capital invested
Capital invested by funds: $178M → $154M (-$24.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.14M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$1.8M |
| 3 |
Goldman Sachs
New York
|
+$1.14M |
| 4 |
State Street
Boston,
Massachusetts
|
+$872K |
| 5 |
PFO
PMC FIG Opportunities
Jerusalem,
Israel
|
+$866K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.68M |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
-$2.8M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.12M |
| 4 |
JAM
Jacobs Asset Management
New York
|
-$715K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$650K |
BCAL Hedge Fund Activity: Q1 2024 in Review
49 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q1 2024, worth a combined $154M — down 14% from $178M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BCAL positions and 5 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $2.14M. The largest seller was Vanguard Group, cutting an estimated $4.68M.
- 49 institutional investors held Southern California Bancorp (BCAL) as of Q1 2024, up from 42 in Q4 2023.
- Funds reported $154M of Southern California Bancorp stock for Q1 2024, down 14% quarter-over-quarter.
- 12 funds opened new Southern California Bancorp positions in Q1 2024 and 5 closed out, a net change of +7 holders.
- The largest Southern California Bancorp buyer in Q1 2024 was Millennium Management, an estimated $2.14M added.
- The largest Southern California Bancorp seller in Q1 2024 was Vanguard Group, an estimated $4.68M sold.
Based on aggregated 13F filings for Q1 2024.