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Capital Bancorp
CBNK

Overview Fund Activity

65 hedge funds and large institutions have $70.8M invested in Capital Bancorp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
65
Holders Change
-7
Holders Change %
-9.72%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
22
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ategra Capital Management
Virginia
$5.13M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$5.33M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$714K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.77M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$664K

Top Sellers

1
SCA
1
Stieven Capital Advisors
Missouri
$0
2
BFM
2
Boothbay Fund Management
New York
$0
3
NFG
3
Nations Financial Group
Iowa
$0
4
GC
4
Globeflex Capital
California
$222K
5
Invesco
5
Invesco
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
51
Hillsdale Investment Management
Ontario, Canada
$51.6K 3,100 -1,000 -24%
UBS Group
52
UBS Group
Switzerland
$50.6K 3,042 +508 +20%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$34K 2,073 – –
TRCT
54
Tower Research Capital (TRC)
New York
$27K 1,610 +1,204 +297%
Wells Fargo
55
Wells Fargo
California
$26.7K 1,603 +1,603 New
Federated Hermes
56
Federated Hermes
Pennsylvania
$20.7K 1,241 -455 -27%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$15.4K 926 +831 +875%
AB
58
Amalgamated Bank
New York
$15K 876 -208 -19%
Legal & General Group
59
Legal & General Group
United Kingdom
$12.8K 768 – –
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$9.34K 561 – –
AIP
61
Ameritas Investment Partners
Nebraska
$8.74K 525 – –
SWM
62
Spire Wealth Management
Virginia
$8.32K 500 +500 New
MSFP
63
Mark Sheptoff Financial Planning
Connecticut
$4.99K 300 – –
C
64
Covestor
United Kingdom
$1K 57 +54 +1,800%
SCA
65
Stieven Capital Advisors
Missouri
– – -259,314 Closed
BFM
66
Boothbay Fund Management
New York
– – -80,000 Closed
NFG
67
Nations Financial Group
Iowa
– – -28,360 Closed
Invesco
68
Invesco
Georgia
– – -19,235 Closed
Renaissance Technologies
69
Renaissance Technologies
New York
– – -19,002 Closed
PFO
70
PMC FIG Opportunities
Israel
– – -17,500 Closed
EMFAT
71
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -13,544 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– – -8,551 Closed
FMP
73
Financial Management Professionals
Texas
– – -1,073 Closed
ASN
74
Advisory Services Network
Georgia
– – -1,000 Closed
Lazard Asset Management
75
Lazard Asset Management
New York
– – -954 Closed
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