Capital Bancorp
CBNK
80 hedge funds and large institutions have $102M invested in Capital Bancorp in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
62% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 21
10% more funds holding
Funds holding: 73 → 80 (+7)
7% more capital invested
Capital invested by funds: $95.6M → $102M (+$6.79M)
2.99% more ownership
Funds ownership: 32.99% → 35.97% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kendall Capital Management
Rockville,
Maryland
|
+$1.63M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1.54M |
| 3 |
BlackRock
New York
|
+$554K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$547K |
| 5 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$365K |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$353K |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$287K |
| 4 |
JP Morgan Chase
New York
|
-$162K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$142K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
76
Amalgamated Bank
New York
| $6K | – | – | – |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$3.91K | +195 | +315% |
|
|
C
78
Covestor
London,
United Kingdom
| $1K | +$581 | +29 | +193% |
|
|
QCG
79
Quadrant Capital Group
Cincinnati,
Ohio
| $656 | +$641 | +32 | New |
|
80
Nisa Investment Advisors
St. Louis,
Missouri
| $328 | – | – | – |
|
|
AIG
81
American International Group
New York
| – | -$97.7K | -4,688 | Closed |
|
82
Lazard Asset Management
New York
| – | -$26K | -1,273 | Closed |
|
|
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$11.7K | -561 | Closed |
|
|
AWM
84
Avior Wealth Management
Omaha,
Nebraska
| – | -$20 | -1 | Closed |
|
CBNK Hedge Fund Activity: Q2 2024 in Review
80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Bancorp (CBNK) for Q2 2024, worth a combined $102M — up 7.1% from $95.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CBNK positions and 4 closed out — a net gain of 7 holders — while 34 added to existing stakes and 21 trimmed.
The largest buyer was Kendall Capital Management, opening a new position worth an estimated $1.63M. The largest seller was Comerica Bank, cutting an estimated $365K.
- 80 institutional investors held Capital Bancorp (CBNK) as of Q2 2024, up from 73 in Q1 2024.
- Funds reported $102M of Capital Bancorp stock for Q2 2024, up 7.1% quarter-over-quarter.
- 11 funds opened new Capital Bancorp positions in Q2 2024 and 4 closed out, a net change of +7 holders.
- The largest Capital Bancorp buyer in Q2 2024 was Kendall Capital Management, an estimated $1.63M added.
- The largest Capital Bancorp seller in Q2 2024 was Comerica Bank, an estimated $365K sold.
Based on aggregated 13F filings for Q2 2024.