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Capital Bancorp

72 hedge funds and large institutions have $109M invested in Capital Bancorp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $83.8M → $109M (+$25.6M)

3% more funds holding

Funds holding: 7072 (+2)

1.12% more ownership

Funds ownership: 31.41%32.53% (+1.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
30
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
76
Covestor
United Kingdom
-$992 -47 Closed

CBNK Hedge Fund Activity: Q4 2023 in Review

72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Bancorp (CBNK) for Q4 2023, worth a combined $109M — up 31% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CBNK positions and 4 closed out — a net gain of 2 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.62M. The largest seller was Kendall Capital Management, exiting entirely with an estimated $1.95M sold.

  • 72 institutional investors held Capital Bancorp (CBNK) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $109M of Capital Bancorp stock for Q4 2023, up 31% quarter-over-quarter.
  • 6 funds opened new Capital Bancorp positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest Capital Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.62M added.
  • The largest Capital Bancorp seller in Q4 2023 was Kendall Capital Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2023.