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
↓ -5
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — BCAL

Based on 146 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BCAL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
146 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 — +33% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+33% 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.
🟡

Slight buying edge — 58% buying

84 buying61 selling
Last quarter: 84 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 35 → 24 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 29% long-term, 27% new

■ 29% conviction (2yr+) ■ 43% medium ■ 27% new
Of the 146 current holders: 43 (29%) held >2 years, 63 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +22% but shares only +5% — price-driven

Value
+22%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

18 → 15 → 35 → 24 → 18 new funds/Q
New funds entering each quarter: 15 → 35 → 24 → 18. BCAL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 25% veterans, 38% new entrants

■ 25% veterans ■ 37% 1-2yr ■ 38% new
Of 146 current holders: 37 (25%) held 2+ years, 54 held 1–2 years, 55 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
37 of 146 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 2026 Q2, 84 hedge funds were net buyers of BCAL (18 opened a new position, 66 added to an existing one), while 61 reduced or exited (38 trimmed, 23 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 51% of total institutional value in BCAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 146.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BCAL
144 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 144 151 -4.64%
13F Shares 23M 22M 4.96%
Total Value $468M $384M 21.98%
New Positions 18 24 -6
Increased Positions 65 63 +2
Closed Positions 25 17 +8
Reduced Positions 38 35 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BCAL

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Institutional Holders (2026 Q2)

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 BCAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Endeavour Capital Advisors Inc 7.08% 1,655,639 $34.5M
2 FJ Capital Management LLC 5.56% 2,054,534 $42.8M
3 Elizabeth Park Capital Advisors, Ltd. 4.03% 279,630 $5.8M
4 Petiole USA ltd 2.84% 189,804 $4.0M
5 Banc Funds Co LLC 2.81% 816,155 $17.0M
6 Mendon Capital Advisors Corp 2.01% 273,140 $5.7M
7 Maloon Powers Pitre Higgins & Dennehy, LLC 1.22% 170,396 $3.6M
8 Stieven Capital Advisors, L.P. 1.01% 252,843 $5.3M
9 Siena Capital Partners GP, LLC 0.79% 156,362 $3.3M
10 Algebris (uk) Ltd 0.55% 402,410 $8.4M
11 EJF Capital LP 0.36% 25,877 $539K
12 ELCO Management Co., LLC 0.21% 23,140 $482K
13 Vance Wealth, LLC 0.17% 35,133 $736K
14 Kennedy Capital Management LLC 0.16% 441,542 $9.2M
15 Pacific Ridge Capital Partners, LLC 0.16% 42,263 $881K
16 Woodward Diversified Capital, LLC 0.13% 13,647 $284K
17 Keystone Wealth Services, LLC 0.11% 27,824 $580K
18 Navalign, LLC 0.11% 21,731 $453K
19 Creekside Partners 0.10% 12,839 $268K
20 Bridgeway Capital Management, LLC 0.08% 213,457 $4.4M
21 Daytona Street Capital LLC 0.07% 4,800 $99K
22 Curi Capital, LLC 0.07% 225,000 $4.7M
23 Hennessy Advisors Inc 0.06% 97,000 $2.0M
24 PFG Advisors 0.06% 54,450 $1.1M
25 Algert Global LLC 0.06% 223,529 $4.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BCAL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BCAL?

Slight buying edge — 58% buying: Last quarter: 84 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BCAL holders?

Elite ownership — 51% AUM from top-100 funds: 37 of 146 holders are among the 100 largest funds by AUM, controlling 51% 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?

Mixed — 29% long-term, 27% new: Of the 146 current holders: 43 (29%) held >2 years, 63 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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