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Capital Bancorp
CBNK

Overview Fund Activity

70 hedge funds and large institutions have $83.8M invested in Capital Bancorp in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$668K
2
FL
2
Fourthstone LLC
Missouri
$1.08M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$6.73M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.61M
5
Ameriprise
5
Ameriprise
Minnesota
$6.61M

Top Sellers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$2.19M
2
WCM
2
Wedge Capital Management
North Carolina
$1.57M
3
KCM
3
Kennedy Capital Management
Missouri
$693K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$159K
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$47K 2,477 – –
Wells Fargo
52
Wells Fargo
California
$45.6K 2,383 -1,293 -35%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$40.7K 2,130 -1,081 -34%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K 2,073 – –
Barclays
55
Barclays
United Kingdom
$32K 1,693 -426 -20%
TRCT
56
Tower Research Capital (TRC)
New York
$23.5K 1,230 +671 +120%
Federated Hermes
57
Federated Hermes
Pennsylvania
$19.4K 1,016 – –
Osaic Holdings
58
Osaic Holdings
Arizona
$19.1K 1,000 +1,000 New
AIP
59
Ameritas Investment Partners
Nebraska
$18.1K 945 +420 +80%
Legal & General Group
60
Legal & General Group
United Kingdom
$17.3K 906 – –
Deutsche Bank
61
Deutsche Bank
Germany
$17.2K 900 +900 New
AB
62
Amalgamated Bank
New York
$17K 876 – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$11.5K 602 +32 +6%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$10.7K 561 – –
SWM
65
Spire Wealth Management
Virginia
$9.57K 500 – –
MSFP
66
Mark Sheptoff Financial Planning
Connecticut
$5.74K 300 – –
Citigroup
67
Citigroup
New York
$1.47K 77 -2,805 -97%
C
68
Covestor
United Kingdom
$1K 47 -78 -62%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$306 16 – –
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
– – -11,237 Closed
Allspring Global Investments
71
Allspring Global Investments
North Carolina
– – -3,550 Closed
HIM
72
Hillsdale Investment Management
Ontario, Canada
– – -3,100 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$0 22 +22 New
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3