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Capital Bancorp

38 hedge funds and large institutions have $32.7M invested in Capital Bancorp in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

124% more funds holding

Funds holding: 1738 (+21)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

16% more capital invested

Capital invested by funds: $28.2M → $32.7M (+$4.48M)

4.69% more ownership

Funds ownership: 16.46%21.15% (+4.7%)

Holders
38
Holders Change
+21
Holders Change %
+123.53%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$4M +$933K +75,000 +27%
MCM
2
Maltese Capital Management
New York
$3.65M +$933K +75,000 +31%
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.42M -$4.47K -359 -0.1%
BlackRock
4
BlackRock
New York
$3.4M +$3.71M +298,491 New
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.32M +$1.76M +141,122 +94%
WA
6
Wasatch Advisors
Utah
$2.83M +$1.91M +153,252 +162%
WAM
7
Wealthspire Advisors (Maryland)
Maryland
$2.41M +$2.63M +211,520 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.25M -$9.54K -767 -0.4%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$1.66M +$16.8K +1,346 +0.9%
BFC
10
Banc Funds Company
Illinois
$910K
SI
11
Stephens Inc
Arkansas
$650K -$402K -32,300 -36%
Northern Trust
12
Northern Trust
Illinois
$641K +$699K +56,182 New
SC
13
Southside Capital
Florida
$540K +$596K +47,900 New
Vanguard Group
14
Vanguard Group
Pennsylvania
$503K +$176K +14,134 +47%
State Street
15
State Street
Massachusetts
$479K +$523K +42,000 New
Morgan Stanley
16
Morgan Stanley
New York
$353K +$383K +30,741 +10,940%
GWS
17
Glassman Wealth Services
Virginia
$312K +$340K +27,358 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$247K +$270K +21,684 New
Millennium Management
19
Millennium Management
New York
$178K -$578K -46,423 -75%
Charles Schwab
20
Charles Schwab
California
$143K +$156K +12,520 New
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$131K +$143K +11,524 New
SC
22
Sepio Capital
Utah
$118K +$129K +10,339 New
Victory Capital Management
23
Victory Capital Management
Texas
$96K -$19.9K -1,600 -16%
Deutsche Bank
24
Deutsche Bank
Germany
$95K +$105K +8,474 New
Wells Fargo
25
Wells Fargo
California
$93K +$101K +8,100 New