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Southern California Bancorp

100 hedge funds and large institutions have $337M invested in Southern California Bancorp in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $294M → $337M (+$42.4M)

4% more funds holding

Funds holding: 96100 (+4)

1.33% more ownership

Funds ownership: 61.99%63.32% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
38
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$49.8M +$5.05M +313,612 +12%
AllianceBernstein
2
AllianceBernstein
Tennessee
$42.1M -$2.72M -169,107 -6%
ECA
3
Endeavour Capital Advisors
Connecticut
$40.6M +$209K +13,003 +0.5%
CCCPV
4
Castle Creek Capital Partners VI
California
$38.7M
BlackRock
5
BlackRock
New York
$25.2M +$408K +25,362 +2%
BFC
6
Banc Funds Company
Illinois
$22M -$1.32M -81,821 -6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$21.3M +$62.7K +3,897 +0.3%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.9M -$66.8K -4,150 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.93M -$34.6K -2,153 -0.4%
MCA
10
Mendon Capital Advisors
Florida
$7.34M +$458K +28,458 +7%
CRC
11
Curi RMB Capital
Illinois
$6.78M +$260K +16,173 +4%
State Street
12
State Street
Massachusetts
$5.74M +$673K +41,805 +14%
FCM
13
FJ Capital Management
Virginia
$4.37M +$1.96M +121,845 +86%
SCP
14
Siena Capital Partners
Illinois
$3.45M
PU
15
Petiole USA
New York
$3.24M
Northern Trust
16
Northern Trust
Illinois
$3.23M +$26.5K +1,644 +0.8%
HAI
17
Hennessy Advisors Inc
California
$2.98M -$161K -10,000 -5%
EC
18
EJF Capital
Virginia
$2.9M +$160K +9,968 +6%
Morgan Stanley
19
Morgan Stanley
New York
$2.33M +$69.9K +4,346 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.78M
Mariner
21
Mariner
Kansas
$1.42M +$1.13M +70,029 +444%
Cerity Partners
22
Cerity Partners
New York
$1.41M +$779K +48,427 +131%
MCM
23
MAI Capital Management
Ohio
$1.29M +$378K +23,518 +43%
BFIC
24
Bedell Frazier Investment Counselling
California
$1.22M -$316K -19,670 -21%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.19M +$728K +45,247 +171%

BCAL Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q4 2024, worth a combined $337M — up 14% from $294M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BCAL positions and 8 closed out — a net gain of 8 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $5.05M. The largest seller was AllianceBernstein, cutting an estimated $2.72M.

  • 100 institutional investors held Southern California Bancorp (BCAL) as of Q4 2024, up from 96 in Q3 2024.
  • Funds reported $337M of Southern California Bancorp stock for Q4 2024, up 14% quarter-over-quarter.
  • 16 funds opened new Southern California Bancorp positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest Southern California Bancorp buyer in Q4 2024 was Fourthstone LLC, an estimated $5.05M added.
  • The largest Southern California Bancorp seller in Q4 2024 was AllianceBernstein, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2024.