Vault-13

BAYCOM CORP BCML

COM · Common Stock · CUSIP 07272M107

81 institutional holders +6 vs Q1 2024
6,437,5566.4m shares reported held*
57.7% of all shares outstanding*
$131.0mreported value*
9 new 25 added 31 reduced 5 sold out net sold ≈ $2.5m (-123.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($634.7k this quarter). Holder counts are more reliable. Shares outstanding: 11.2m as of 2024-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $20.35. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 74Q1 23: 70Q2 23: 70Q3 23: 72Q4 23: 75Q1 24: 75Q2 24: 8181Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202278
Q4 202274
Q1 202370
Q2 202370
Q3 202372
Q4 202375
Q1 202475
Q2 202481

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 26 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 32 bought or addedQ1 23: 32 cut or sold outQ2 23: 26 bought or addedQ2 23: 36 cut or sold outQ2 23Q3 23: 26 bought or addedQ3 23: 29 cut or sold outQ4 23: 36 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 29 bought or addedQ1 24: 36 cut or sold outQ2 24: 34 bought or addedQ2 24: 36 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222636
Q1 20233232
Q2 20232636
Q3 20232629
Q4 20233622
Q1 20242936
Q2 20243436

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5k$5k$7.5k$10kQ3 23 calls: $0Q3 23 puts: $0Q3 23P/C —Q4 23 calls: $9.0kQ4 23 puts: $0Q4 23P/C 0.00Q1 24 calls: $0Q1 24 puts: $0Q1 24P/C —Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —
Numbers
QuarterCallsPutsP/C
Q3 2023$0$0—
Q4 2023$9.0k$00.00
Q1 2024$0$0—
Q2 2024$0$0—

Biggest buyers

Cerity Partners LLC New +102,673+102.7k
STRS OHIO Added +20,000+20.0k
MARTINGALE ASSET MANAGEMENT L P New +19,441+19.4k
DIMENSIONAL FUND ADVISORS LP Added +15,798+15.8k
Trexquant Investment LP New +14,266+14.3k
JANE STREET GROUP, LLC New +11,772+11.8k
ACADIAN ASSET MANAGEMENT LLC Added +11,484+11.5k
PANAGORA ASSET MANAGEMENT INC New +10,347+10.3k
GEODE CAPITAL MANAGEMENT, LLC Added +4,205+4.2k
MILLENNIUM MANAGEMENT LLC Added +3,647+3.6k

Biggest sellers

MORGAN STANLEY Reduced -74,990-75.0k
VICTORY CAPITAL MANAGEMENT INC Sold out -64,473-64.5k
WELLINGTON MANAGEMENT GROUP LLP Reduced -41,370-41.4k
ALLIANCEBERNSTEIN L.P. Reduced -34,620-34.6k
Empowered Funds, LLC Reduced -26,867-26.9k
JPMORGAN CHASE & CO Reduced -26,752-26.8k
Assenagon Asset Management S.A. Reduced -18,327-18.3k
Beacon Pointe Advisors, LLC Sold out -10,292-10.3k
UBS Group AG Reduced -7,511-7.5k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Reduced -5,875-5.9k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution +1.3 pts · filed 2026-02-10 9.7% +1.3 pts 1.1m≈ $34.8m 2026-02-10
ROYCE & ASSOCIATES LP 13G · exempt (held before listing) +1.2 pts · filed 2025-07-22 6.7% +1.2 pts 732.1k≈ $24.1m 2025-07-22

Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.9%, 2026-07-31), Bay Pond Partners, L.P. (4.9%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 22: 1 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22Q1 23: 1 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20221$91.2k1$388.1k—
Q4 20220—1$196.5k—
Q1 20231$20.2k0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 931,502931.5k $19.0m $19.0m 0.00% Reduced -4.6k -4,601
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 665,585665.6k $13.5m $13.5m 0.00% Reduced -3.4k -3,380
3 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 657,363657.4k $13.4m $13.4m 0.00% Reduced -41.4k -41,370
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 594,015594.0k $12.1m $12.1m 0.00% Added +15.8k +15,798
5 ROYCE & ASSOCIATES LP 0.09% of their portfolio New York, NY 487,145487.1k $9.9m $9.9m 0.09% Reduced -4.6k -4,608
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 427,992428.0k $8.7m $8.7m 0.01% Reduced -2.0k -1,987
7 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 413,537413.5k $8.4m $8.4m 0.00% Reduced -34.6k -34,620
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 233,270233.3k $4.7m $4.7m 0.00% Added +4.2k +4,205
9 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 209,844209.8k $4.3m $4.3m 0.01% Added +11.5k +11,484
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 163,085163.1k $3.3m $3.3m 0.00% Reduced -674 -674
11 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 131,740131.7k $2.7m $2.7m 0.01% Added +600 +600
12 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 104,836104.8k $2.1m $2.1m 0.01% Reduced -5.0k -5,000
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 103,100103.1k $2.1m $2.1m 0.05% Added +2.2k +2,160
14 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 102,673102.7k $2.1m $2.1m 0.01% New
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 93,76793.8k $1.9m $1.9m 0.00% Reduced -1.8k -1,829
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 91,40791.4k $1.9m $1.9m 0.00% Added +2.0k +2,033
17 CALDWELL SUTTER CAPITAL, INC. 0.82% of their portfolio SAUSALITO, CA 81,24781.2k $1.7m $1.7m 0.82% Reduced -514 -514
18 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 80,50080.5k $1.6m $1.6m 0.00% Added +2.5k +2,500
19 FJ Capital Management LLC 0.14% of their portfolio MCLEAN, VA 64,83664.8k $1.3m $1.3m 0.14% Unchanged
20 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 59,97160.0k $1.2m $1.2m 0.00% Added +22 +22
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 45,50945.5k $926.1k $926.1k 0.00% Added +1.4k +1,380
22 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 35,80735.8k $729.0k $729.0k 0.00% Unchanged
23 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 33,33533.3k $678.4k $678.4k 0.00% Reduced -2.1k -2,130
24 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 31,18731.2k $634.7k $634.7k 0.01% Reduced -26.9k -26,867
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 29,89129.9k $608.3k $608.3k 0.00% Added +800 +800
26 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 29,16929.2k $593.6k $593.6k 0.00% Reduced -1.1k -1,067
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 28,04828.0k $570.8k $570.8k 0.00% Reduced -2.9k -2,907
28 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 26,89326.9k $547.3k $547.3k 0.00% Reduced -140 -140
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 26,50726.5k $539.0k $539.0k 0.00% Added +2.8k +2,819
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,15824.2k $491.6k $491.6k 0.00% Unchanged
31 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 23,39523.4k $476.1k $476.1k 0.00% Reduced -75.0k -74,990
32 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 22,52722.5k $458.4k $458.4k 0.00% Reduced -3.2k -3,242
33 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 22,50122.5k $457.9k $457.9k 0.00% Added +331 +331
34 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 22,38322.4k $455.5k $455.5k 0.00% Reduced -99 -99
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 22,19622.2k $451.7k $451.7k 0.00% Reduced -2.1k -2,145
36 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 21,70021.7k $441.6k $441.6k 0.00% Added +20.0k +20,000
37 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 21,40421.4k $434.1k $434.1k 0.01% Reduced -1.2k -1,176
38 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 21,00021.0k $427.4k $427.4k 0.00% Added +3.3k +3,300
39 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 20,84020.8k $424.1k $424.1k 0.00% Reduced -119 -119
40 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 19,60619.6k $399.0k $399.0k 0.00% Unchanged
41 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 19,44119.4k $395.6k $395.6k 0.01% New
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,42619.4k $395.3k $395.3k 0.00% Reduced -26.8k -26,752
43 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 18,82018.8k $383.0k $383.0k 0.00% Added +450 +450
44 Harbor Advisors LLC 0.07% of their portfolio West Palm Beach, FL 18,18218.2k $370.0k $370.0k 0.07% Unchanged
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 17,04417.0k $346.8k $346.8k 0.00% Reduced -4.1k -4,116
46 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 15,89815.9k $323.5k $323.5k 0.00% Added +3.6k +3,647
47 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 14,26614.3k $290.3k $290.3k 0.00% New
48 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 12,78712.8k $260.2k $260.2k 0.01% Unchanged
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,77211.8k $239.6k $239.6k 0.00% New
50 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 11,61911.6k $236.4k $236.4k 0.00% Reduced -18.3k -18,327
51 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 10,34710.3k $210.6k $210.6k 0.00% New
52 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 9,9149.9k $201.8k $201.8k 0.00% Reduced -5.9k -5,875
53 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,8259.8k $199.9k $199.9k 0.00% Added +1.6k +1,568
54 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,6287.6k $155.2k $155.2k 0.00% Added +793 +793
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,1777.2k $146.0k $146.0k 0.00% Added +568 +568
56 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 5,7085.7k $116.2k $116.2k 0.00% First filing
57 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,9154.9k $100.0k $100.0k 0.00% Reduced -37 -37
58 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,8814.9k $99.3k $99.3k 0.00% First filing
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,6634.7k $94.9k $94.9k 0.00% Added +854 +854
60 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,4924.5k $91.4k $91.4k 0.00% Reduced -3 -3
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,2753.3k $66.6k $66.6k 0.00% Reduced -7.5k -7,511
62 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,8622.9k $58.2k $58.2k 0.00% Reduced -2.2k -2,192
63 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,7451.7k $35.5k $35.5k 0.00% New
64 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1021.1k $22.4k $22.4k 0.00% Added +10 +10
65 Winch Advisory Services, LLC 0.01% of their portfolio Appleton, WI 1,0071.0k $20.5k $20.5k 0.01% Added +5 +5
66 Legal & General Group Plc 0.00% of their portfolio London, X0 979979 $19.9k $19.9k 0.00% Unchanged
67 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 964964 $19.6k $19.6k 0.00% Unchanged
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 769769 $15.6k $15.6k 0.00% Reduced -331 -331
69 INNEALTA CAPITAL, LLC 0.00% of their portfolio AUSTIN, TX 546546 $11.1k $11.1k 0.00% New
70 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 446446 $9.0k $9.0k 0.00% Unchanged
71 EntryPoint Capital, LLC 0.00% of their portfolio NEW YORK, NY 232232 $4.7k $4.7k 0.00% New
72 Catalyst Funds Management Pty Ltd 0.00% of their portfolio SYDNEY NSW, C3 200200 $4.1k $4.1k 0.00% Unchanged
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 123123 $3.0k $3.0k 0.00% Added +121 +121
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8888 $1.8k $1.8k 0.00% Added +44 +44
75 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 5353 $1.1k $1.1k 0.00% Unchanged
76 Covestor Ltd 0.00% of their portfolio LONDON, X0 4040 $1.0k $1.0k 0.00% Added +5 +5
77 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 2020 $407 $407 0.00% Unchanged
78 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 99 $183 $183 0.00% Unchanged
79 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 77 $142 $142 0.00% New
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
81 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 00 $1 $1 0.00% Reduced -10 -10