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BayCom

73 hedge funds and large institutions have $156M invested in BayCom in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $124M → $156M (+$31.4M)

3% more funds holding

Funds holding: 7173 (+2)

2.44% more ownership

Funds ownership: 54.66%57.1% (+2.4%)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
33
Reduced
19
Closed
3
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.8M +$1.11M +52,788 +6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$16.7M
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.7M +$46.7K +2,224 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.3M +$520K +24,751 +5%
RA
5
Royce & Associates
New York
$11.8M -$1.42M -67,507 -12%
AllianceBernstein
6
AllianceBernstein
Tennessee
$10.6M +$3.78K +180 +0%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M -$337K -16,036 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.39M +$90.2K +4,298 +2%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$4.63M
State Street
10
State Street
Massachusetts
$3.94M -$29.4K -1,401 -0.8%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$3.17M -$290K -13,800 -9%
First Manhattan
12
First Manhattan
New York
$2.63M -$78.7K -3,750 -3%
Northern Trust
13
Northern Trust
Illinois
$2.37M +$125K +5,943 +6%
BCM
14
Bridgeway Capital Management
Texas
$2.33M +$48.4K +2,304 +2%
Goldman Sachs
15
Goldman Sachs
New York
$2.02M -$28K -1,332 -2%
CSC
16
Caldwell Sutter Capital
California
$1.94M
Renaissance Technologies
17
Renaissance Technologies
New York
$1.74M +$397K +18,898 +34%
Morgan Stanley
18
Morgan Stanley
New York
$1.66M +$1.11M +52,996 +304%
FCM
19
FJ Capital Management
Virginia
$1.53M
Victory Capital Management
20
Victory Capital Management
Texas
$1.52M +$5.39K +257 +0.4%
BCM
21
BHZ Capital Management
California
$1.44M -$652K -31,054 -34%
American Century Companies
22
American Century Companies
Missouri
$1.4M +$126 +6 +0%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.16M -$126K -6,026 -11%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$937K +$350K +16,682 +72%
Prudential Financial
25
Prudential Financial
New Jersey
$874K -$166K -7,900 -18%

BCML Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BayCom (BCML) for Q4 2023, worth a combined $156M — up 25% from $124M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BCML positions and 3 closed out — a net gain of 2 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.11M. The largest seller was Royce & Associates, cutting an estimated $1.42M.

  • 73 institutional investors held BayCom (BCML) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $156M of BayCom stock for Q4 2023, up 25% quarter-over-quarter.
  • 5 funds opened new BayCom positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest BayCom buyer in Q4 2023 was Morgan Stanley, an estimated $1.11M added.
  • The largest BayCom seller in Q4 2023 was Royce & Associates, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2023.