Capital Bancorp
CBNK
72 hedge funds and large institutions have $108M 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.
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
29% more capital invested
Capital invested by funds: $83.8M → $108M (+$24M)
3% more funds holding
Funds holding: 70 → 72 (+2)
0.66% more ownership
Funds ownership: 31.41% → 32.07% (+0.66%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.5M |
| 2 |
BAM
Ballast Asset Management
Dallas,
Texas
|
+$939K |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$615K |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$502K |
| 5 |
Bank of New York Mellon
New York
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kendall Capital Management
Rockville,
Maryland
|
-$1.95M |
| 2 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$1.64M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.08M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$353K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$303K |
CBNK Hedge Fund Activity: Q4 2023 in Review
72 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Capital Bancorp (CBNK) for Q4 2023, worth a combined $108M — up 29% 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 BlackRock, adding an estimated $1.5M. 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 $108M of Capital Bancorp stock for Q4 2023, up 29% 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 BlackRock, an estimated $1.5M 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.