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Capital Bancorp

50 hedge funds and large institutions have $35.7M invested in Capital Bancorp in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

11% more funds holding

Funds holding: 4550 (+5)

0.12% more ownership

Funds ownership: 24.01%24.13% (+0.12%)

14% less capital invested

Capital invested by funds: $41.7M → $35.7M (-$6.01M)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$4.53M
BlackRock
2
BlackRock
New York
$4.39M -$371K -34,360 -8%
PRCP
3
Pacific Ridge Capital Partners
Oregon
$4.07M +$574K +53,156 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.74M +$96.9K +8,964 +3%
Ameriprise
5
Ameriprise
Minnesota
$3.08M +$119K +11,000 +4%
MCM
6
Maltese Capital Management
New York
$2.55M -$285K -26,413 -10%
AllianceBernstein
7
AllianceBernstein
Tennessee
$2.48M +$176K +16,264 +8%
State Street
8
State Street
Massachusetts
$1.47M +$41.8K +3,871 +3%
KCM
9
Kendall Capital Management
Maryland
$951K
Northern Trust
10
Northern Trust
Illinois
$935K +$7.65K +708 +0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$810K +$31.8K +2,939 +4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$780K -$417K -38,550 -35%
UCFA
13
United Capital Financial Advisors
Texas
$759K
BFC
14
Banc Funds Company
Illinois
$741K
JP Morgan Chase
15
JP Morgan Chase
New York
$555K -$38.4K -3,556 -6%
Morgan Stanley
16
Morgan Stanley
New York
$304K +$12.5K +1,160 +4%
BCM
17
Bridgeway Capital Management
Texas
$274K -$287K -26,600 -51%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$252K
Wells Fargo
19
Wells Fargo
California
$250K +$37.6K +3,475 +17%
Charles Schwab
20
Charles Schwab
California
$248K
PWM
21
Praetorian Wealth Management
California
$245K +$247K +22,886 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$237K +$8.11K +750 +4%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$222K +$224K +20,739 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$214K
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$209K