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Capital Bancorp
CBNK

102 hedge funds and large institutions have $169M invested in Capital Bancorp in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

187% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $136M → $169M (+$34M)

19% more funds holding

Funds holding: 86 → 102 (+16)

2.01% less ownership

Funds ownership: 37.89% → 35.88% (-2%)

Holders
102
Holders Change
+16
Holders Change %
+18.6%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
43
Reduced
15
Closed
7
Calls
$581K
Puts
–
Net Calls
+$581K
Net Calls Change
+$581K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$6.95M
2
KCM
Kennedy Capital Management
Missouri
+$2.66M
3
BlackRock
BlackRock
New York
+$2.12M
4
FL
Fourthstone LLC
Missouri
+$1.96M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.28M
2
Millennium Management
Millennium Management
New York
-$761K
3
Boston Partners
Boston Partners
Massachusetts
-$557K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$378K
5
Two Sigma Investments
Two Sigma Investments
New York
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$371K -$93.1K -3,400 -21%
LSV Asset Management
52
LSV Asset Management
Illinois
$353K -$167K -6,100 -33%
HA
53
Harbor Advisors
Florida
$328K +$315K +11,517 New
Bank of America
54
Bank of America
North Carolina
$324K +$78.7K +2,873 +34%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$306K +$9.03K +330 +3%
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$306K +$48K +1,754 +19%
First Trust Advisors
57
First Trust Advisors
Illinois
$285K +$274K +10,009 New
Brown Advisory
58
Brown Advisory
Maryland
$285K – – –
Creative Planning
59
Creative Planning
Kansas
$280K +$269K +9,811 New
AQR Capital Management
60
AQR Capital Management
Connecticut
$255K +$245K +8,963 New
CC
61
Corton Capital
Ontario, Canada
$247K +$238K +8,682 New
SO
62
STRS Ohio
Ohio
$239K – – –
Citigroup
63
Citigroup
New York
$221K +$17.4K +637 +9%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$219K +$13.7K +499 +7%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$219K +$210K +7,675 New
PWM
66
Praetorian Wealth Management
California
$205K +$197K +7,184 New
UBS Group
67
UBS Group
Switzerland
$199K +$61K +2,227 +47%
Wells Fargo
68
Wells Fargo
California
$154K +$32.2K +1,177 +28%
MIM
69
MetLife Investment Management
New Jersey
$154K – – –
Mirae Asset Global ETFs Holdings
70
Mirae Asset Global ETFs Holdings
Hong Kong
$151K +$6.24K +228 +5%
CF
71
Corebridge Financial
Texas
$130K -$9.42K -344 -7%
SG Americas Securities
72
SG Americas Securities
New York
$109K +$105K +3,820 New
Federated Hermes
73
Federated Hermes
Pennsylvania
$101K +$63.8K +2,331 +195%
Deutsche Bank
74
Deutsche Bank
Germany
$93.8K – – –
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$90.6K – – –
1 2
3
4 5

CBNK Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Bancorp (CBNK) for Q4 2024, worth a combined $169M — up 25% from $136M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CBNK positions and 7 closed out — a net gain of 16 holders — while 43 added to existing stakes and 15 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $6.95M. The largest seller was Ameriprise, cutting an estimated $6.28M.

  • 102 institutional investors held Capital Bancorp (CBNK) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $169M of Capital Bancorp stock for Q4 2024, up 25% quarter-over-quarter.
  • 23 funds opened new Capital Bancorp positions in Q4 2024 and 7 closed out, a net change of +16 holders.
  • The largest Capital Bancorp buyer in Q4 2024 was AllianceBernstein, an estimated $6.95M added.
  • The largest Capital Bancorp seller in Q4 2024 was Ameriprise, an estimated $6.28M sold.

Based on aggregated 13F filings for Q4 2024.