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Southern California Bancorp

96 hedge funds and large institutions have $294M invested in Southern California Bancorp in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,133% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 3

514% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 7

93% more capital invested

Capital invested by funds: $152M → $294M (+$142M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

60% more funds holding

Funds holding: 6096 (+36)

1.47% more ownership

Funds ownership: 60.52%61.99% (+1.5%)

Holders
96
Holders Change
+36
Holders Change %
+60%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
43
Increased
37
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$40.1M +$13.9M +956,473 +54%
FL
2
Fourthstone LLC
Missouri
$39.9M +$13.5M +925,904 +52%
ECA
3
Endeavour Capital Advisors
Connecticut
$36.1M +$19.1M +1,309,974 +116%
CCCPV
4
Castle Creek Capital Partners VI
California
$34.6M
BlackRock
5
BlackRock
New York
$22.2M +$12.3M +848,887 +131%
BFC
6
Banc Funds Company
Illinois
$20.9M +$15.2M +1,048,281 +288%
Vanguard Group
7
Vanguard Group
Pennsylvania
$19M +$9.98M +686,383 +115%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.6M +$7.52M +517,217 +193%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.02M +$4.06M +278,874 +106%
MCA
10
Mendon Capital Advisors
Florida
$6.14M +$5.97M +410,377 +8,444%
CRC
11
Curi RMB Capital
Illinois
$5.82M +$4.77M +327,981 +501%
State Street
12
State Street
Massachusetts
$4.51M +$2.36M +162,381 +114%
SCP
13
Siena Capital Partners
Illinois
$3.08M
PU
14
Petiole USA
New York
$2.89M +$1.61M +110,604 +130%
Northern Trust
15
Northern Trust
Illinois
$2.87M +$2.28M +156,639 +422%
HAI
16
Hennessy Advisors Inc
California
$2.81M +$960K +66,000 +53%
EC
17
EJF Capital
Virginia
$2.45M +$1.62M +111,083 +204%
FCM
18
FJ Capital Management
Virginia
$2.1M -$5.82M -400,000 -74%
Morgan Stanley
19
Morgan Stanley
New York
$2.01M +$1.5M +103,059 +311%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.59M +$1.57M +107,791 New
BFIC
21
Bedell Frazier Investment Counselling
California
$1.38M +$1.36M +93,399 New
BCM
22
Bridgeway Capital Management
Texas
$1.33M +$1.3M +89,674 New
BAAM
23
Baker Avenue Asset Management
California
$1.05M +$1.03M +71,152 New
Charles Schwab
24
Charles Schwab
California
$976K +$478K +32,848 +99%
KCM
25
Kennedy Capital Management
Missouri
$871K +$856K +58,878 New

BCAL Hedge Fund Activity: Q3 2024 in Review

96 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q3 2024, worth a combined $294M — up 93% from $152M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BCAL positions and 7 closed out — a net gain of 36 holders — while 37 added to existing stakes and 3 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $19.1M. The largest seller was FJ Capital Management, cutting an estimated $5.82M.

  • 96 institutional investors held Southern California Bancorp (BCAL) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $294M of Southern California Bancorp stock for Q3 2024, up 93% quarter-over-quarter.
  • 43 funds opened new Southern California Bancorp positions in Q3 2024 and 7 closed out, a net change of +36 holders.
  • The largest Southern California Bancorp buyer in Q3 2024 was Endeavour Capital Advisors, an estimated $19.1M added.
  • The largest Southern California Bancorp seller in Q3 2024 was FJ Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2024.