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BayCom
BCML

71 hedge funds and large institutions have $124M invested in BayCom in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $113M → $124M (+$11.7M)

3% more funds holding

Funds holding: 69 → 71 (+2)

0.16% less ownership

Funds ownership: 54.82% → 54.66% (-0.16%)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$718K
2
First Trust Advisors
First Trust Advisors
Illinois
+$562K
3
FL
Fourthstone LLC
Missouri
+$463K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$436K
5
First Manhattan
First Manhattan
New York
+$394K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.03M
2
Cerity Partners
Cerity Partners
New York
-$1.71M
3
BCM
BHZ Capital Management
California
-$1.33M
4
BlackRock
BlackRock
New York
-$701K
5
Millennium Management
Millennium Management
New York
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$572K -$255K -13,500 -31%
First Trust Advisors
27
First Trust Advisors
Illinois
$570K +$562K +29,690 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$530K -$9.91K -524 -2%
EF
29
Empowered Funds
Pennsylvania
$473K +$35.9K +1,896 +8%
FL
30
Fourthstone LLC
Missouri
$470K +$463K +24,459 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$464K – – –
Ameriprise
32
Ameriprise
Minnesota
$456K -$95 -5 -0%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$442K +$436K +23,018 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$435K -$21.8K -1,151 -5%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$410K – – –
Invesco
36
Invesco
Georgia
$374K +$1.82K +96 +0.5%
HA
37
Harbor Advisors
Florida
$349K – – –
N
38
Nuveen
North Carolina
$348K – – –
Morgan Stanley
39
Morgan Stanley
New York
$335K -$59.6K -3,149 -15%
Barclays
40
Barclays
United Kingdom
$300K -$15K -791 -5%
AA
41
Aire Advisors
California
$293K +$1.68K +89 +0.6%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$281K +$276K +14,614 New
Bank of America
43
Bank of America
North Carolina
$215K +$57.2K +3,022 +37%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$210K +$57.5K +3,038 +39%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$162K +$16K +844 +11%
JP Morgan Chase
46
JP Morgan Chase
New York
$156K -$35.3K -1,868 -19%
MIM
47
MetLife Investment Management
New Jersey
$131K – – –
HIM
48
Hillsdale Investment Management
Ontario, Canada
$129K +$127K +6,700 New
UBS Group
49
UBS Group
Switzerland
$122K -$6.94K -367 -5%
AIG
50
American International Group
New York
$113K +$3.95K +209 +4%
1
2
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BCML Hedge Fund Activity: Q3 2023 in Review

71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BayCom (BCML) for Q3 2023, worth a combined $124M — up 10% from $113M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BCML positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 24 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $718K. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $3.03M.

  • 71 institutional investors held BayCom (BCML) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $124M of BayCom stock for Q3 2023, up 10% quarter-over-quarter.
  • 8 funds opened new BayCom positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest BayCom buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $718K added.
  • The largest BayCom seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2023.