Exploring BayCom Corp (BCML) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind BayCom Corp (BCML) and what motivates their investment decisions? As of April 4, 2025, 236 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 8,625,144 shares. With the share price at $24.20 as of April 4, 2025, and a market capitalization of $266.22 million, understanding the investor profile becomes crucial. Are these investors primarily interested in long-term growth, dividend income (with a recent dividend per share of $0.15), or strategic acquisitions? Let's delve into the details to uncover who is investing in BCML and, more importantly, why.

BayCom Corp (BCML) Who Invests in [Company Name] and Why?

Understanding the investor profile of BayCom Corp (BCML) involves examining the various types of investors, their motivations, and the strategies they employ. This provides insight into the market's perception of the company and its future prospects. Let's explore who is investing in BayCom Corp (BCML) and the reasons behind their investment decisions.

Key Investor Types

The investor base of BayCom Corp (BCML) can be segmented into several key types:

• Retail Investors: These individual investors buy and sell shares for their own accounts. Their investment decisions are often influenced by factors such as personal financial goals, risk tolerance, and information from various sources, including news, analyst reports, and company communications.
• Institutional Investors: These include entities such as mutual funds, pension funds, insurance companies, and investment firms that manage large sums of money on behalf of others. Institutional investors typically have sophisticated research capabilities and make investment decisions based on in-depth analysis and due diligence.
• Hedge Funds: These are investment partnerships that use various strategies, including leverage, derivatives, and short selling, to generate returns. Hedge funds are known for their active trading and can significantly influence stock prices.
• Insider Investors: These are the company’s executives and board members who hold shares in the company.

Investment Motivations

Investors are attracted to BayCom Corp (BCML) for various reasons, often linked to the company's fundamentals and market position:

• Growth Prospects: Investors may be drawn to BayCom Corp (BCML) due to its potential for growth in the financial services sector. This includes factors such as expansion into new markets, increasing its customer base, and launching new products or services.
• Dividends: Some investors, particularly those seeking income, may find BayCom Corp (BCML) attractive if it offers consistent dividend payments. Dividends can provide a steady stream of income and are often seen as a sign of financial stability.
• Market Position: BayCom Corp (BCML)’s position within its industry can be a significant motivator. A strong market share, competitive advantages, and strategic partnerships can make the company an appealing investment.
• Value Investing: Some investors may believe that BayCom Corp (BCML) is undervalued by the market. These 'value investors' look for companies trading below their intrinsic value, with the expectation that the market will eventually recognize their true worth.

Investment Strategies

The investment strategies employed by BayCom Corp (BCML) investors vary depending on their objectives and risk tolerance:

• Long-Term Holding: Many investors adopt a long-term holding strategy, buying shares with the intention of holding them for several years or even decades. This approach is based on the belief that BayCom Corp (BCML) will appreciate over time, driven by its growth and profitability.
• Short-Term Trading: More active investors may engage in short-term trading, buying and selling shares to profit from short-term price fluctuations. This strategy requires close monitoring of market trends and company news.
• Value Investing: Value investors seek to capitalize on perceived market inefficiencies by investing in companies they believe are undervalued. They often conduct thorough fundamental analysis to identify such opportunities.

Understanding the composition of BayCom Corp (BCML)’s investor base, their motivations, and their investment strategies provides valuable insights into the market's view of the company. Monitoring these factors can help current and potential investors make informed decisions.

BayCom Corp (BCML) Institutional Ownership and Major Shareholders of BayCom Corp (BCML)

Institutional ownership in BayCom Corp (BCML) reflects significant interest from major financial institutions. As of April 2025, 236 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 8,625,144 shares.

Here’s an overview of the top institutional investors in BayCom Corp (BCML):

• BlackRock, Inc.: One of the largest shareholders.
• Wellington Management Group LLP: Holds a substantial position.
• Dimensional Fund Advisors LP: Another significant institutional holder.
• Royce & Associates LP: Maintains a notable stake.
• Vanguard Group Inc: A major player among the institutional investors.
• Alliancebernstein L.P.
• Manufacturers Life Insurance Company, The
• IWM - iShares Russell 2000 ETF
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Geode Capital Management, Llc

These institutions source their data directly from SEC filings, providing transparency into their investment positions.

Recent changes in institutional ownership reveal interesting trends. In the fourth quarter of 2024:

• Wellington Management Group LLP increased its holdings by 273,135 shares, a 41.6% increase, with an estimated value of $7,330,943.
• Vanguard Group Inc. reduced its position by 186,553 shares, a 27.9% decrease, valued at approximately $5,007,082.
• FJ Capital Management LLC completely divested its holdings, selling 64,836 shares, which were valued at $1,740,198.
• Royce & Associates LP added 60,075 shares, an 11.1% increase, worth about $1,612,413.
• Citadel Advisors LLC increased their position by 27,257 shares.
• JPMorgan Chase & Co added 22,125 shares, a 99.1% increase.
• Cerity Partners LLC decreased their holdings by 19,999 shares, a 19.5% decrease, valued at $536,773.

These changes indicate active portfolio management among institutional investors, possibly in response to BayCom Corp's performance and broader market conditions.

Institutional investors play a crucial role in BayCom Corp’s stock price and overall strategy. Their substantial holdings can influence trading volumes and price stability. For example, BayCom Corp announced first quarter earnings of $5.7 million, or $0.51 per diluted common share, for the first quarter of 2025. Revenue came in at $24,320,000, beating estimates of $23,970,000 by $350,000. The company's stock price has increased by 31.41% over the last year.

Additionally, the company's financial stability is reflected in its recent activities:

• Declared a cash dividend of $0.15 per share, payable on April 10, 2025.
• Repurchased 50,793 shares of common stock at an average cost of $25.82 per share during the first quarter of 2025.

For further insights into BayCom Corp’s values, see: Mission Statement, Vision, & Core Values of BayCom Corp (BCML).

BayCom Corp (BCML) Key Investors and Their Impact on BayCom Corp (BCML)

Understanding the investor profile of BayCom Corp (BCML) involves identifying the major players, analyzing their influence, and tracking their recent activities. Institutional investors, individual shareholders, and company insiders can all play a significant role in shaping the company's direction and stock performance.

While comprehensive, up-to-the-minute details on specific investor holdings and recent moves require constant monitoring of SEC filings and financial news, we can explore the general types of investors and their potential impact on BayCom Corp (BCML).

Types of Investors and Their Influence:

• Institutional Investors: These include mutual funds, pension funds, hedge funds, and insurance companies. They often hold large blocks of shares and can exert considerable influence through voting rights and strategic investments. Their trading activity can also significantly impact stock prices.
• Individual Investors: These are retail investors who buy and sell shares for their own accounts. While their individual holdings may be smaller, collectively they can influence market sentiment and stock valuation.
• Company Insiders: These include executives, board members, and other employees who own shares of the company. Their transactions are closely watched as they may provide insights into the company's prospects.

Impact of Investors on BayCom Corp (BCML):

The composition of BayCom Corp (BCML)'s investor base can affect several aspects of the company:

• Corporate Governance: Large institutional investors can push for changes in corporate governance practices, such as board composition, executive compensation, and shareholder rights.
• Strategic Decisions: Major investors may influence strategic decisions, such as mergers and acquisitions, divestitures, and capital allocation.
• Stock Valuation: Investor sentiment and trading activity can significantly impact the company's stock price, affecting its market capitalization and access to capital.

To gain deeper insights into BayCom Corp (BCML), exploring their Mission Statement, Vision, & Core Values of BayCom Corp (BCML). can provide a comprehensive understanding of their strategic direction and corporate ethos.

BayCom Corp (BCML) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential of BayCom Corp (BCML). Several factors, including major shareholder activities, insider trading, and analyst perspectives, influence the stock's performance.

Recent trading activity shows that BAYCOM insiders have been actively trading BCML stock on the open market. Over the past six months, there has been 1 trade, with 0 purchases and 1 sale. Specifically, George J. Guarini, the President and CEO, sold 27,000 shares for an estimated $742,500 on March 3, 2025, at $27.50 per share. Following this transaction, Guarini holds 46,759 shares in the company. This sale was part of a negotiation related to a separation of assets in anticipation of divorce.

Hedge fund activity also provides insights into institutional sentiment. In the most recent quarter, 47 institutional investors increased their positions in BCML, while 24 decreased their holdings. Some of the most significant moves include:

• Wellington Management Group LLP added 273,135 shares (+41.6%) to their portfolio in Q4 2024, for an estimated $7,330,943.
• Vanguard Group Inc removed 186,553 shares (-27.9%) from their portfolio in Q4 2024, for an estimated $5,007,082.
• Royce & Associates LP added 60,075 shares (+11.1%) to their portfolio in Q4 2024, for an estimated $1,612,413.
• Citadel Advisors LLC added 27,257 shares (+inf%) to their portfolio in Q4 2024, for an estimated $731,577.
• JPMorgan Chase & Co added 22,125 shares (+99.1%) to their portfolio in Q4 2024, for an estimated $593,835.
• FJ Capital Management LLC removed 64,836 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $1,740,198.
• Cerity Partners LLC removed 19,999 shares (-19.5%) from their portfolio in Q4 2024, for an estimated $536,773.

These changes suggest a mixed sentiment among institutional investors, with some increasing their stakes and others reducing them. As of April 18, 2025, the stock price of BayCom (BCML) is $25.98, and the market cap is approximately $279.0 million.

Analyst ratings provide further insight into the stock's potential. Currently, 100% of analysts recommend a Strong Buy for BCML. According to analysts, BCML price target is $31.67 with a max estimate of $33.00 and a min estimate of $31.00. The consensus EPS estimates have seen some adjustments, with recent data indicating a fall by 14% and a price target decrease by 7.2% to US$23.67.

BayCom Corp reported mixed results for the first quarter of 2025. Earnings were $5.7 million, or $0.51 per diluted common share, compared to $6.1 million, or $0.55 per diluted common share, for the fourth quarter of 2024 and $5.9 million, or $0.51 per diluted common share, for the first quarter of 2024. The company's President and CEO, George Guarini, expressed cautious optimism for the remainder of 2024, highlighting stable earnings and a strong financial condition.

Key financial highlights from Q1 2025 include:

• Annualized net interest margin: 3.83% (vs 3.80% in Q4 2024)
• Return on average assets: 0.89%
• Total assets: $2.6 billion
• Loans: $2.0 billion
• Nonperforming loans: $10.0 million (0.51% of total loans)
• Deposits: $2.1 billion

Major shareholders of BayCom Corp include BlackRock, Inc., Wellington Management Group Llp, Dimensional Fund Advisors Lp, and Royce & Associates Lp. These institutions collectively hold a significant percentage of the company's shares, indicating strong institutional interest.

Appointments of Bhupen B. Amin and Dennis Guida as directors of the Company, effective November 1, 2024, also signal strategic moves in leadership. These appointments follow the retirement of James S. Camp from the Board of Directors.

Overall, the investor profile of BayCom Corp (BCML) is shaped by a combination of insider trading activities, institutional investment decisions, and analyst ratings. These factors collectively influence market sentiment and stock performance. You might also be interested in Breaking Down BayCom Corp (BCML) Financial Health: Key Insights for Investors