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Southern California Bancorp

60 hedge funds and large institutions have $152M invested in Southern California Bancorp in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

22% more funds holding

Funds holding: 4960 (+11)

4.24% more ownership

Funds ownership: 56.28%60.52% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $154M → $152M (-$1.35M)

Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
18
Reduced
7
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCCPV
1
Castle Creek Capital Partners VI
California
$31.5M
FL
2
Fourthstone LLC
Missouri
$23.9M +$3.73M +268,811 +18%
AllianceBernstein
3
AllianceBernstein
Tennessee
$23.7M +$434K +31,252 +2%
ECA
4
Endeavour Capital Advisors
Connecticut
$15.2M +$118K +8,521 +0.8%
BlackRock
5
BlackRock
New York
$8.74M +$6.75M +485,755 +297%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.05M +$2.36M +170,197 +40%
FCM
7
FJ Capital Management
Virginia
$7.3M
BFC
8
Banc Funds Company
Illinois
$4.9M +$1.63M +117,168 +47%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.61M +$87K +6,266 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.55M +$1.84M +132,535 +101%
SCP
11
Siena Capital Partners
Illinois
$2.81M
State Street
12
State Street
Massachusetts
$1.92M +$1.22M +87,697 +159%
HAI
13
Hennessy Advisors Inc
California
$1.67M +$139K +10,000 +9%
MCA
14
Mendon Capital Advisors
Florida
$1.31M -$229K -16,508 -77%
PU
15
Petiole USA
New York
$1.14M
Goldman Sachs
16
Goldman Sachs
New York
$1.05M +$81.5K +5,871 +8%
CRC
17
Curi RMB Capital
Illinois
$882K +$909K +65,475 New
EC
18
EJF Capital
Virginia
$734K -$121K -8,718 -14%
PA
19
PFG Advisors
Arizona
$713K
Wells Fargo
20
Wells Fargo
California
$693K +$227K +16,330 +46%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$619K
Citadel Advisors
22
Citadel Advisors
Florida
$604K +$336K +24,194 +117%
Osaic Holdings
23
Osaic Holdings
Arizona
$561K +$574K +41,319 +12,714%
VW
24
Vance Wealth
California
$552K
HAM
25
HoldCo Asset Management
Florida
$546K

BCAL Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q2 2024, worth a combined $152M — down 0.88% from $154M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BCAL positions and 13 closed out — a net gain of 11 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $6.75M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $2.84M sold.

  • 60 institutional investors held Southern California Bancorp (BCAL) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $152M of Southern California Bancorp stock for Q2 2024, down 0.88% quarter-over-quarter.
  • 24 funds opened new Southern California Bancorp positions in Q2 2024 and 13 closed out, a net change of +11 holders.
  • The largest Southern California Bancorp buyer in Q2 2024 was BlackRock, an estimated $6.75M added.
  • The largest Southern California Bancorp seller in Q2 2024 was Boothbay Fund Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2024.