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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFPGI
Patriot Financial Partners GP II
Radnor,
Pennsylvania
|
+$10.7M |
| 2 |
BlackRock
New York
|
+$4.07M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.41M |
| 4 |
Two Sigma Investments
New York
|
+$2.43M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$17.9M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$7.18M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$2.31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$966K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$678K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFP
76
Root Financial Partners
Encinitas,
California
| $418 | +$412 | +17 | New |
|
|
BWA
77
Basecamp Wealth Advisors
Bellevue,
Washington
| $344 | +$340 | +14 | New |
|
|
EWA
78
EverSource Wealth Advisors
Birmingham,
Alabama
| $319 | +$49 | +2 | +18% |
|
|
EP
79
Essential Partners
Rancho Santa Fe,
California
| $270 | +$73 | +3 | +38% |
|
|
FFA
80
Farther Finance Advisors
San Francisco,
California
| $74 | +$73 | +3 | New |
|
|
TWD
81
True Wealth Design
Akron,
Ohio
| $50 | +$49 | +2 | New |
|
82
Fidelity Investments
Boston,
Massachusetts
| $49 | +$49 | +2 | New |
|
|
SS
83
Sunbelt Securities
Houston,
Texas
| $25 | +$24 | +1 | New |
|
|
ACL
84
Azora Capital LP
Miami,
Florida
| – | -$7.18M | -308,940 | Closed |
|
|
85
Citadel Advisors
Miami,
Florida
| – | -$966K | -41,556 | Closed |
|
86
Jane Street
New York
| – | -$300K | -12,890 | Closed |
|
|
QC
87
Quadrature Capital
London,
United Kingdom
| – | -$241K | -10,373 | Closed |
|
88
Los Angeles Capital Management
Los Angeles,
California
| – | -$104K | -4,888 | Closed |
|
|
AB
89
Amalgamated Bank
New York
| – | -$4K | -172 | Closed |
|
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.