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BCAL NASDAQ

Southern California Bancorp
1W: +1.9% 1M: +2.7% 3M: +0.2% YTD: +2.4% 1Y: +24.3% 3Y: +40.7% 5Y: +40.4%
$19.02
+0.02 (+0.11%)
 
Weekly Expected Move ±2.8%
$18 $18 $19 $19 $20
NASDAQ · Financial Services · Banks - Regional · Alpha Radar Buy · Power 64 · $611.8M mcap · 23M float · 0.869% daily turnover · Short 70% of daily vol

Institutional Ownership — BCAL

165
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$297M
Total Invested
22
New Positions
56
Increased
59
Reduced
29
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (174 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WELLINGTON MANAGEMENT GROUP LLP 2,687,484 $$51M -195,349 -6.8% 12Q SEC ↗
2 ALLIANCEBERNSTEIN L.P. 2,347,421 $$45M -104,054 -4.2% 11Q SEC ↗
3 Castle Creek Capital Partners VI, LP 2,340,719 $$45M +0.0% 8Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC NEW 2,091,574 $$40M +0.0% 1Q SEC ↗
5 ENDEAVOUR CAPITAL ADVISORS INC 1,819,125 $$35M +54,048 +3.1% 12Q SEC ↗
6 BlackRock, Inc. 1,458,404 $$28M +24,272 +1.7% 7Q SEC ↗
7 VANGUARD GROUP INC 1,314,851 $$25M +7,370 +0.6% 10Q SEC ↗
8 FJ Capital Management LLC 1,271,636 $$24M +0.0% 11Q SEC ↗
9 BANC FUNDS CO LLC 831,155 $$16M +65,000 +8.5% 13Q SEC ↗
10 MANUFACTURERS LIFE INSURANCE COMPANY, 795,309 $$15M +34,945 +4.6% 12Q SEC ↗
11 STATE STREET CORP 770,050 $$15M +345,189 +81.2% 9Q SEC ↗
12 GEODE CAPITAL MANAGEMENT, LLC 555,806 $$11M +14,427 +2.7% 11Q SEC ↗
13 DIMENSIONAL FUND ADVISORS LP 470,192 $$9M +155,744 +49.5% 7Q SEC ↗
14 KENNEDY CAPITAL MANAGEMENT LLC 430,619 $$8M +66,120 +18.1% 7Q SEC ↗
15 MENDON CAPITAL ADVISORS CORP 404,369 $$8M +149,491 +58.7% 10Q SEC ↗
16 AMERICAN CENTURY COMPANIES INC 367,917 $$7M +219,673 +148.2% 7Q SEC ↗
17 Curi Capital, LLC 346,665 $$7M +102,990 +42.3% 8Q SEC ↗
18 Elizabeth Park Capital Advisors, Ltd. 254,578 $$5M +111,932 +78.5% 2Q SEC ↗
19 MORGAN STANLEY 225,851 $$4M +121,357 +116.1% 11Q SEC ↗
20 MARSHALL WACE, LLP 219,196 $$4M +116,109 +112.6% 4Q SEC ↗
21 Siena Capital Partners GP, LLC 208,556 $$4M +0.0% 13Q SEC ↗
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 202,827 $$4M +44,003 +27.7% 7Q SEC ↗
23 Petiole USA ltd 192,304 $$4M -198,904 -50.8% 12Q SEC ↗
24 NORTHERN TRUST CORP 188,646 $$4M +9,419 +5.3% 10Q SEC ↗
25 ALGERT GLOBAL LLC 177,860 $$3M +79,025 +80.0% 2Q SEC ↗
26 PRUDENTIAL FINANCIAL INC 174,861 $$3M +61,670 +54.5% 2Q SEC ↗
27 Qube Research & Technologies Ltd 168,611 $$3M +72,405 +75.3% 2Q SEC ↗
28 GOLDMAN SACHS GROUP INC 157,860 $$3M -31,120 -16.5% 9Q SEC ↗
29 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 152,523 $$3M +0.0% 1Q SEC ↗
30 VANGUARD FIDUCIARY TRUST CO NEW 145,003 $$3M +0.0% 1Q SEC ↗
31 Empowered Funds, LLC 140,127 $$3M -82,121 -37.0% 7Q SEC ↗
32 ALGEBRIS (UK) LTD NEW 126,473 $$2M +0.0% 1Q SEC ↗
33 HENNESSY ADVISORS INC 105,000 $$2M -10,000 -8.7% 9Q SEC ↗
34 TWO SIGMA INVESTMENTS, LP 102,252 $$2M +33,138 +47.9% 4Q SEC ↗
35 SEI INVESTMENTS CO 94,474 $$2M +42,464 +81.6% 2Q SEC ↗
36 AQR CAPITAL MANAGEMENT LLC 92,387 $$2M +36,251 +64.6% 4Q SEC ↗
37 BANK OF AMERICA CORP /DE 89,566 $$2M +18,839 +26.6% 10Q SEC ↗
38 Cerity Partners LLC 89,414 $$2M +1,455 +1.7% 7Q SEC ↗
39 D. E. Shaw & Co., Inc. NEW 84,729 $$2M +0.0% 1Q SEC ↗
40 JPMORGAN CHASE & CO 83,978 $$2M +29,225 +53.4% 10Q SEC ↗
41 FIRST TRUST ADVISORS LP 82,523 $$2M -707 -0.8% 7Q SEC ↗
42 Bank of New York Mellon Corp 70,191 $$1M +5,089 +7.8% 8Q SEC ↗
43 Point72 Asset Management, L.P. 68,118 $$1M -5,783 -7.8% 2Q SEC ↗
44 MAI Capital Management 63,601 $$1M -10 -0.0% 6Q SEC ↗
45 Bedell Frazier Investment Counselling, 61,815 $$1M -3,627 -5.5% 6Q SEC ↗
46 CHARLES SCHWAB INVESTMENT MANAGEMENT I 59,290 $$1M -6,163 -9.4% 8Q SEC ↗
47 CITADEL ADVISORS LLC NEW 59,037 $$1M +0.0% 1Q SEC ↗
48 UBS Group AG 57,661 $$1M -9,228 -13.8% 12Q SEC ↗
49 Y-Intercept (Hong Kong) Ltd NEW 56,251 $$1M +0.0% 1Q SEC ↗
50 AMERIPRISE FINANCIAL INC 55,100 $$1M -6,725 -10.9% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (17)
Biggest Increases (20)
HolderAddedChange %Total Shares
STATE STREET CORP +345,189 +81.2% 770,050
AMERICAN CENTURY COMPANIES INC +219,673 +148.2% 367,917
DIMENSIONAL FUND ADVISORS LP +155,744 +49.5% 470,192
MENDON CAPITAL ADVISORS CORP +149,491 +58.7% 404,369
MORGAN STANLEY +121,357 +116.1% 225,851
MARSHALL WACE, LLP +116,109 +112.6% 219,196
Elizabeth Park Capital Advisors, Lt +111,932 +78.5% 254,578
Curi Capital, LLC +102,990 +42.3% 346,665
ALGERT GLOBAL LLC +79,025 +80.0% 177,860
Qube Research & Technologies Ltd +72,405 +75.3% 168,611
KENNEDY CAPITAL MANAGEMENT LLC +66,120 +18.1% 430,619
BANC FUNDS CO LLC +65,000 +8.5% 831,155
PRUDENTIAL FINANCIAL INC +61,670 +54.5% 174,861
ENDEAVOUR CAPITAL ADVISORS INC +54,048 +3.1% 1,819,125
BRIDGEWAY CAPITAL MANAGEMENT, LLC +44,003 +27.7% 202,827
SEI INVESTMENTS CO +42,464 +81.6% 94,474
AQR CAPITAL MANAGEMENT LLC +36,251 +64.6% 92,387
MANUFACTURERS LIFE INSURANCE COMPAN +34,945 +4.6% 795,309
TWO SIGMA INVESTMENTS, LP +33,138 +47.9% 102,252
JPMORGAN CHASE & CO +29,225 +53.4% 83,978
Biggest Decreases (20)
HolderReducedChange %Total Shares
Fourthstone LLC -265,187 -96.3% 10,245
Petiole USA ltd -198,904 -50.8% 192,304
WELLINGTON MANAGEMENT GROUP LLP -195,349 -6.8% 2,687,484
JANE STREET GROUP, LLC -167,313 -81.4% 38,200
ALLIANCEBERNSTEIN L.P. -104,054 -4.2% 2,347,421
Empowered Funds, LLC -82,121 -37.0% 140,127
ARROWSTREET CAPITAL, LIMITED PARTNE -65,992 -75.6% 21,281
OSAIC HOLDINGS, INC. -40,937 -88.7% 5,192
VANCE WEALTH, LLC -35,133 -50.0% 35,133
GOLDMAN SACHS GROUP INC -31,120 -16.5% 157,860
BARCLAYS PLC -18,510 -36.8% 31,788
Pacific Ridge Capital Partners, LLC -17,331 -28.9% 42,740
Rockefeller Capital Management L.P. -10,838 -50.0% 10,838
HENNESSY ADVISORS INC -10,000 -8.7% 105,000
UBS Group AG -9,228 -13.8% 57,661
HRT FINANCIAL LP -8,887 -46.2% 10,358
Sterling Capital Management LLC -7,024 -36.9% 12,029
AMERIPRISE FINANCIAL INC -6,725 -10.9% 55,100
CHARLES SCHWAB INVESTMENT MANAGEMEN -6,163 -9.4% 59,290
Point72 Asset Management, L.P. -5,783 -7.8% 68,118

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms