We are live on ! Find out more
BCML icon

BayCom
BCML

69 hedge funds and large institutions have $118M invested in BayCom in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

1.78% less ownership

Funds ownership: 55.46% → 53.68% (-1.8%)

7% less funds holding

Funds holding: 74 → 69 (-5)

8% less capital invested

Capital invested by funds: $128M → $118M (-$10.6M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
28
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.89M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17M
3
Millennium Management
Millennium Management
New York
+$995K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$624K
5
RA
Royce & Associates
New York
+$573K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$6.8M
2
QIM
Quest Investment Management
Oregon
-$2.6M
3
PCA
PL Capital Advisors
Florida
-$1.52M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$606K
5
First Manhattan
First Manhattan
New York
-$479K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$18.2M +$3.89M +202,758 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12M +$1.17M +61,148 +10%
BlackRock
3
BlackRock
New York
$11.7M -$341K -17,796 -3%
RA
4
Royce & Associates
New York
$11.6M +$573K +29,900 +5%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M -$606K -31,605 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.11M +$624K +32,534 +7%
AllianceBernstein
7
AllianceBernstein
Tennessee
$7.43M +$323K +16,862 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.9M +$51.8K +2,703 +1%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.56M -$461K -24,053 -10%
BCM
10
BHZ Capital Management
California
$3.33M -$43.7K -2,279 -1%
State Street
11
State Street
Massachusetts
$2.93M +$84K +4,382 +3%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$2.22M – – –
Northern Trust
13
Northern Trust
Illinois
$1.67M -$50.3K -2,624 -3%
Victory Capital Management
14
Victory Capital Management
Texas
$1.54M -$452K -23,555 -21%
First Manhattan
15
First Manhattan
New York
$1.47M -$479K -25,003 -23%
CSC
16
Caldwell Sutter Capital
California
$1.42M +$1.65K +86 +0.1%
Goldman Sachs
17
Goldman Sachs
New York
$1.28M +$4.37K +228 +0.3%
FCM
18
FJ Capital Management
Virginia
$1.11M – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$943K -$57.2K -2,983 -5%
Renaissance Technologies
20
Renaissance Technologies
New York
$890K +$3.83K +200 +0.4%
Millennium Management
21
Millennium Management
New York
$886K +$995K +51,873 New
American Century Companies
22
American Century Companies
Missouri
$641K +$99K +5,161 +16%
Charles Schwab
23
Charles Schwab
California
$553K – – –
Two Sigma Advisers
24
Two Sigma Advisers
New York
$523K -$23K -1,200 -4%
Prudential Financial
25
Prudential Financial
New Jersey
$512K +$74.8K +3,900 +15%
1
2 3 4

BCML Hedge Fund Activity: Q1 2023 in Review

69 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BayCom (BCML) for Q1 2023, worth a combined $118M — down 8.3% from $128M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BCML and 4 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was Wellington Management Group, adding an estimated $3.89M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $6.8M sold.

  • 69 institutional investors held BayCom (BCML) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $118M of BayCom stock for Q1 2023, down 8.3% quarter-over-quarter.
  • 4 funds opened new BayCom positions in Q1 2023 and 9 closed out, a net change of -5 holders.
  • The largest BayCom buyer in Q1 2023 was Wellington Management Group, an estimated $3.89M added.
  • The largest BayCom seller in Q1 2023 was Basswood Capital Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2023.