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BayCom

74 hedge funds and large institutions have $128M invested in BayCom in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 55.66%55.46% (-0.2%)

2% less capital invested

Capital invested by funds: $131M → $128M (-$2.16M)

5% less funds holding

Funds holding: 7874 (-4)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$615K -$14K -747 -2%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$604K -$425K -22,600 -42%
N
28
Nuveen
North Carolina
$538K -$112K -5,951 -17%
Prudential Financial
29
Prudential Financial
New Jersey
$495K +$52.6K +2,800 +12%
CIC
30
Cornercap Investment Counsel
Georgia
$463K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$459K
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$453K +$3.01K +160 +0.7%
Mariner
33
Mariner
Kansas
$448K +$161K +8,563 +57%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$424K -$1.49K -79 -0.4%
Ameriprise
35
Ameriprise
Minnesota
$397K
Morgan Stanley
36
Morgan Stanley
New York
$382K +$37.4K +1,991 +11%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$353K -$3.87K -206 -1%
HA
38
Harbor Advisors
Florida
$345K
BCM
39
Bridgeway Capital Management
Texas
$338K
JP Morgan Chase
40
JP Morgan Chase
New York
$331K -$155K -8,260 -32%
TI
41
Trexquant Investment
Connecticut
$319K -$114K -6,062 -27%
AA
42
Aire Advisors
California
$286K +$790 +42 +0.3%
AQR Capital Management
43
AQR Capital Management
Connecticut
$241K -$290K -15,399 -55%
Invesco
44
Invesco
Georgia
$236K +$234K +12,434 New
Bank of America
45
Bank of America
North Carolina
$233K +$178K +9,479 +339%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$224K
Barclays
47
Barclays
United Kingdom
$211K +$49.6K +2,640 +31%
First Trust Advisors
48
First Trust Advisors
Illinois
$201K +$199K +10,595 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$171K -$320 -17 -0.2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$141K +$36.3K +1,929 +35%

BCML Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BayCom (BCML) for Q4 2022, worth a combined $128M — down 1.7% from $131M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BCML and 5 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was Wellington Management Group, adding an estimated $2.18M. The largest seller was Goldman Sachs, cutting an estimated $1.14M.

  • 74 institutional investors held BayCom (BCML) as of Q4 2022, down from 78 in Q3 2022.
  • Funds reported $128M of BayCom stock for Q4 2022, down 1.7% quarter-over-quarter.
  • 5 funds opened new BayCom positions in Q4 2022 and 8 closed out, a net change of -3 holders.
  • The largest BayCom buyer in Q4 2022 was Wellington Management Group, an estimated $2.18M added.
  • The largest BayCom seller in Q4 2022 was Goldman Sachs, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2022.