Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALIFORNIA BANCORP (BCAL)

144 + Investors. Track Smart Money conviction in BCAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — BCAL

Based on 144 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BCAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
144 hedge funds hold BCAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

84 buying38 selling
Last quarter: 84 funds were net buyers (35 opened a brand new position + 49 added to an existing one). Only 38 were sellers (31 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new BCAL position: 18 → 18 → 15 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 38% entered in last year

■ 22% conviction (2yr+) ■ 40% medium ■ 38% new
Only 32 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

15 → 18 → 18 → 15 → 35 new funds/Q
New funds entering each quarter: 18 → 18 → 15 → 35. A growing number of institutions are discovering BCAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 21% veterans, 42% new entrants

■ 21% veterans ■ 38% 1-2yr ■ 42% new
Of 144 current holders: 30 (21%) held 2+ years, 54 held 1–2 years, 60 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
29 of 144 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BCAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BCAL

In 2025 Q4, 84 hedge funds were net buyers of BCAL (35 opened a new position, 49 added to an existing one), while 38 reduced or exited (31 trimmed, 7 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in BCAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 144.

Hedge Fund Ownership: BCAL

How many hedge funds hold BCAL — quarterly history vs. share price
Quarterly hedge fund ownership of BCAL vs. share price

Market Analysis: BCAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCAL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BCAL
2026 Q1 Stats Unlock in 4 days 144 + Investors

Track Smart Money conviction in BCAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 144 116 24.14%
13F Shares 20M 21M -6.4%
Total Value $372M $355M 4.77%
New Positions 35 15 +20
Increased Positions 49 38 +11
Closed Positions 7 9 -2
Reduced Positions 31 29 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BCAL

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Financial Highlights

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Institutional Holders (2026 Q1)

144 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BCAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of BCAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ENDEAVOUR CAPITAL ADVISORS INC 7.31% 1,819,125 $32.2M
2 FJ Capital Management LLC 4.10% 2,054,534 $36.4M
3 Elizabeth Park Capital Advisors, Ltd. 3.47% 254,578 $4.5M
4 MENDON CAPITAL ADVISORS CORP 2.78% 404,369 $7.2M
5 BANC FUNDS CO LLC 2.74% 831,155 $14.7M
6 Petiole USA ltd 2.38% 192,304 $3.4M
7 Siena Capital Partners GP, LLC 0.96% 208,556 $3.7M
8 EJF Capital LP 0.33% 26,418 $468K
9 Bedell Frazier Investment Counselling, LLC 0.22% 61,815 $1.1M
10 ELCO Management Co., LLC 0.22% 25,924 $459K
11 VANCE WEALTH, LLC 0.18% 35,133 $626K
12 Precision Wealth Strategies, LLC 0.17% 29,471 $522K
13 Pacific Ridge Capital Partners, LLC 0.16% 42,749 $758K
14 ALGEBRIS (UK) LTD 0.16% 126,473 $2.2M
15 KENNEDY CAPITAL MANAGEMENT LLC 0.16% 430,619 $7.6M
16 Integrated Quantitative Investments LLC 0.16% 49,604 $879K
17 VARCOV Co. 0.15% 23,310 $413K
18 WOODWARD DIVERSIFIED CAPITAL, LLC 0.12% 13,647 $257K
19 EntryPoint Capital, LLC 0.11% 21,395 $379K
20 Curi Capital, LLC 0.11% 346,665 $6.1M
21 Keystone Wealth Services, LLC 0.11% 27,824 $493K
22 Navalign, LLC 0.10% 22,800 $404K
23 Creekside Partners 0.09% 12,839 $228K
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% 202,827 $3.6M
25 HENNESSY ADVISORS INC 0.07% 105,000 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CALIFORNIA BANCORP (BCAL)

What does the Smart Money Trend signal show for BCAL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BCAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BCAL?

More buyers than sellers — 69% buying: Last quarter: 84 funds were net buyers (35 opened a brand new position + 49 added to an existing one). Only 38 were sellers (31 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BCAL holders?

Elite ownership — 46% AUM from top-100 funds: 29 of 144 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BCAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BCAL?

Mostly new holders — 38% entered in last year: Only 32 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.