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BayCom

79 hedge funds and large institutions have $131M invested in BayCom in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 7479 (+5)

1.45% more ownership

Funds ownership: 55.96%57.41% (+1.5%)

1% less capital invested

Capital invested by funds: $133M → $131M (-$1.76M)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19M -$91.6K -4,601 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.5M -$67.3K -3,380 -0.5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.4M -$823K -41,370 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.1M +$314K +15,798 +3%
RA
5
Royce & Associates
New York
$9.91M -$91.7K -4,608 -0.9%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.71M -$39.5K -1,987 -0.5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$8.42M -$689K -34,620 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.75M +$83.7K +4,205 +2%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$4.27M +$229K +11,484 +6%
State Street
10
State Street
Massachusetts
$3.34M -$13.4K -674 -0.4%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$2.68M +$11.9K +600 +0.5%
First Manhattan
12
First Manhattan
New York
$2.14M -$99.5K -5,000 -5%
BCM
13
Bridgeway Capital Management
Texas
$2.1M +$43K +2,160 +2%
Cerity Partners
14
Cerity Partners
New York
$2.09M +$2.04M +102,673 New
Northern Trust
15
Northern Trust
Illinois
$1.91M -$36.4K -1,829 -2%
Goldman Sachs
16
Goldman Sachs
New York
$1.86M +$40.5K +2,033 +2%
CSC
17
Caldwell Sutter Capital
California
$1.65M -$10.2K -514 -0.6%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.64M +$49.8K +2,500 +3%
FCM
19
FJ Capital Management
Virginia
$1.32M
American Century Companies
20
American Century Companies
Missouri
$1.22M +$438 +22 +0%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$926K +$27.5K +1,380 +3%
LSV Asset Management
22
LSV Asset Management
Illinois
$729K
Prudential Financial
23
Prudential Financial
New Jersey
$678K -$42.4K -2,130 -6%
EF
24
Empowered Funds
Pennsylvania
$635K +$43K +2,160 +7%
Charles Schwab
25
Charles Schwab
California
$608K +$15.9K +800 +3%

BCML Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BayCom (BCML) for Q2 2024, worth a combined $131M — down 1.3% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BCML positions and 6 closed out — a net gain of 5 holders — while 26 added to existing stakes and 29 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $2.04M. The largest seller was Victory Capital Management, exiting entirely with an estimated $1.33M sold.

  • 79 institutional investors held BayCom (BCML) as of Q2 2024, up from 74 in Q1 2024.
  • Funds reported $131M of BayCom stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 11 funds opened new BayCom positions in Q2 2024 and 6 closed out, a net change of +5 holders.
  • The largest BayCom buyer in Q2 2024 was Cerity Partners, an estimated $2.04M added.
  • The largest BayCom seller in Q2 2024 was Victory Capital Management, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2024.