Capital Bancorp
CBNK
70 hedge funds and large institutions have $83.8M invested in Capital Bancorp in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
57% more capital inflows, than outflows
Capital inflows: $5.9M | Capital outflows: $3.76M
6% more funds holding
Funds holding: 66 → 70 (+4)
0.55% more ownership
Funds ownership: 30.86% → 31.41% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fourthstone LLC
St Louis,
Missouri
|
+$657K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$292K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$263K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$254K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$951K |
| 2 |
Wedge Capital Management
Charlotte,
North Carolina
|
-$823K |
| 3 |
Kennedy Capital Management
St Louis,
Missouri
|
-$558K |
| 4 |
JP Morgan Chase
New York
|
-$367K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$203K |
CBNK Hedge Fund Activity: Q3 2023 in Review
70 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in Capital Bancorp (CBNK) for Q3 2023, worth a combined $83.8M — up 6.8% from $78.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CBNK positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 20 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $657K. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $951K.
- 70 institutional investors held Capital Bancorp (CBNK) as of Q3 2023, up from 66 in Q2 2023.
- Funds reported $83.8M of Capital Bancorp stock for Q3 2023, up 6.8% quarter-over-quarter.
- 8 funds opened new Capital Bancorp positions in Q3 2023 and 3 closed out, a net change of +5 holders.
- The largest Capital Bancorp buyer in Q3 2023 was Fourthstone LLC, an estimated $657K added.
- The largest Capital Bancorp seller in Q3 2023 was Elizabeth Park Capital Advisors, an estimated $951K sold.
Based on aggregated 13F filings for Q3 2023.