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COSO

CoastalSouth Bancshares
COSO

83 hedge funds and large institutions have $179M invested in CoastalSouth Bancshares in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

26% more funds holding

Funds holding: 66 → 83 (+17)

13% more capital invested

Capital invested by funds: $159M → $179M (+$20.2M)

4.56% more ownership

Funds ownership: 57.11% → 61.67% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
37
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFPGI
Patriot Financial Partners GP II
Pennsylvania
+$10.7M
2
BlackRock
BlackRock
New York
+$4.07M
3
FL
Fourthstone LLC
Missouri
+$3.41M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.43M
5
State Street
State Street
Massachusetts
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$17.9M
2
ACL
Azora Capital LP
Florida
-$7.18M
3
ECA
Endeavour Capital Advisors
Connecticut
-$2.31M
4
Citadel Advisors
Citadel Advisors
Florida
-$966K
5
Marshall Wace
Marshall Wace
United Kingdom
-$678K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$1.11M +$1.09M +44,967 New
KCM
27
Kennedy Capital Management
Missouri
$1.09M +$107K +4,399 +11%
N
28
Nuveen
North Carolina
$970K +$733K +30,220 +327%
HWM
29
HB Wealth Management
Georgia
$950K +$11.1K +459 +1%
SM
30
Salzhauer Michael
$813K +$7.28K +300 +0.9%
TI
31
Trexquant Investment
Connecticut
$739K +$729K +30,072 New
Morgan Stanley
32
Morgan Stanley
New York
$687K +$159K +6,550 +31%
Marshall Wace
33
Marshall Wace
United Kingdom
$603K -$678K -27,958 -53%
Charles Schwab
34
Charles Schwab
California
$595K +$166K +6,851 +39%
SEI Investments
35
SEI Investments
Pennsylvania
$533K +$200K +8,249 +61%
Millennium Management
36
Millennium Management
New York
$524K +$517K +21,313 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$506K +$12.2K +503 +3%
GCM
38
Ghisallo Capital Management
Massachusetts
$492K – – –
Bank of America
39
Bank of America
North Carolina
$394K +$293K +12,076 +307%
BCM
40
Bridgeway Capital Management
Texas
$367K +$362K +14,909 New
EM
41
ELCO Management
New York
$296K +$54.9K +2,265 +23%
Franklin Resources
42
Franklin Resources
California
$269K +$265K +10,921 New
OQS
43
Occudo Quantitative Strategies
Florida
$266K +$253K +10,425 New
CC
44
Centiva Capital
New York
$205K +$202K +8,333 New
Osaic Holdings
45
Osaic Holdings
Arizona
$191K +$364 +15 +0.2%
Wells Fargo
46
Wells Fargo
California
$154K -$64.3K -2,650 -30%
Barclays
47
Barclays
United Kingdom
$141K -$152K -6,255 -52%
MIM
48
MetLife Investment Management
New Jersey
$132K +$130K +5,356 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$132K +$38.9K +1,603 +43%
DSC
50
Daytona Street Capital
Missouri
$125K – – –
1
2
3 4

COSO Hedge Fund Activity: Q1 2026 in Review

83 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in CoastalSouth Bancshares (COSO) for Q1 2026, worth a combined $179M — up 13% from $159M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new COSO positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 11 trimmed.

The largest buyer was Patriot Financial Partners GP II, adding an estimated $10.7M. The largest seller was EJF Capital, cutting an estimated $17.9M.

  • 83 institutional investors held CoastalSouth Bancshares (COSO) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $179M of CoastalSouth Bancshares stock for Q1 2026, up 13% quarter-over-quarter.
  • 24 funds opened new CoastalSouth Bancshares positions in Q1 2026 and 6 closed out, a net change of +18 holders.
  • The largest CoastalSouth Bancshares buyer in Q1 2026 was Patriot Financial Partners GP II, an estimated $10.7M added.
  • The largest CoastalSouth Bancshares seller in Q1 2026 was EJF Capital, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2026.