BayCom
BCML
78 hedge funds and large institutions have $155M invested in BayCom in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 10 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 20
18% more capital invested
Capital invested by funds: $131M → $155M (+$23.1M)
0.95% more ownership
Funds ownership: 57.41% → 58.37% (+0.95%)
1% less funds holding
Funds holding: 79 → 78 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$1.26M |
| 2 |
BlackRock
New York
|
+$448K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$444K |
| 4 |
Goldman Sachs
New York
|
+$414K |
| 5 |
Morgan Stanley
New York
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$594K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$452K |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
-$434K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$286K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APC
76
Aspire Private Capital
Cornelius,
North Carolina
| $474 | – | – | – |
|
|
CPA
77
Capital Performance Advisors
Walnut Creek,
California
| $427 | +$404 | +18 | New |
|
|
TWD
78
True Wealth Design
Akron,
Ohio
| $48 | +$45 | +2 | New |
|
|
79
First Trust Advisors
Wheaton,
Illinois
| – | -$594K | -29,169 | Closed |
|
|
80
Invesco
Atlanta,
Georgia
| – | -$452K | -22,196 | Closed |
|
|
QC
81
Quadrature Capital
London,
United Kingdom
| – | -$434K | -21,404 | Closed |
|
|
CIA
82
Concurrent Investment Advisors
Tampa,
Florida
| – | -$260K | -12,787 | Closed |
|
83
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$236K | -11,619 | Closed |
|
|
OSAM
84
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$202K | -9,914 | Closed |
|
|
IC
85
Innealta Capital
Austin,
Texas
| – | -$11.1K | -546 | Closed |
|
|
EC
86
EntryPoint Capital
New York
| – | -$4.72K | -232 | Closed |
|
|
CFM
87
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$4.07K | -200 | Closed |
|
88
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$142 | -7 | Closed |
|
BCML Hedge Fund Activity: Q3 2024 in Review
78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BayCom (BCML) for Q3 2024, worth a combined $155M — up 18% from $131M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BCML and 9 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 34 added.
The largest buyer was Royce & Associates, adding an estimated $1.26M. The largest seller was First Trust Advisors, exiting entirely with an estimated $594K sold.
- 78 institutional investors held BayCom (BCML) as of Q3 2024, down from 79 in Q2 2024.
- Funds reported $155M of BayCom stock for Q3 2024, up 18% quarter-over-quarter.
- 9 funds opened new BayCom positions in Q3 2024 and 10 closed out, a net change of -1 holder.
- The largest BayCom buyer in Q3 2024 was Royce & Associates, an estimated $1.26M added.
- The largest BayCom seller in Q3 2024 was First Trust Advisors, an estimated $594K sold.
Based on aggregated 13F filings for Q3 2024.