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Texas Capital Bancshares
TCBI

Overview Fund Activity

245 hedge funds and large institutions have $2.76B invested in Texas Capital Bancshares in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
42
Increased
71
Reduced
92
Closed
22
Calls
$1.79M
Puts
$3.23M
Net Calls
-$1.44M
Net Calls Change
+$1.47M

Top Buyers

1
NRCM
North Reef Capital Management
California
$85.4M
2
SBH
Segall Bryant & Hamill
Illinois
$18.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$32.9M
4
ClearBridge Investments
ClearBridge Investments
New York
$13.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
$17.5M

Top Sellers

1
State Street
State Street
Massachusetts
$134M
2
BCM
Basswood Capital Management
New York
$11.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
$123M
4
FCM
FJ Capital Management
Virginia
$8.08M
5
Millennium Management
Millennium Management
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$2.86K +$2.86K +50 New
MFT
227
Moisand Fitzgerald Tamayo
Florida
$2.65K – – –
JWA
228
JFS Wealth Advisors
Pennsylvania
$2.42K +$589 +10 +32%
AF
229
Allworth Financial
California
$2.24K +$2.24K +38 New
VCM
230
Versant Capital Management
Arizona
$2.18K -$118 -2 -5%
LC
231
Lindbrook Capital
California
$2.12K +$883 +15 +71%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SFG
233
Steward Financial Group
Texas
$2K +$2K +38 New
HI
234
Harbour Investments
Wisconsin
$1.77K – – –
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$1.47K -$118 -2 -7%
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.3K – – –
WT
237
Washington Trust
Rhode Island
$1.24K -$118 -2 -9%
PWMG
238
Prestige Wealth Management Group
New Jersey
$884 – – –
SIC
239
SJS Investment Consulting
Ohio
$825 +$236 +4 +40%
FFA
240
Farther Finance Advisors
California
$353 – – –
GI
241
Gradient Investments
Minnesota
$236 – – –
BF
242
BOK Financial
Oklahoma
$220 +$220 +4 New
TWP
243
TFO Wealth Partners
Ohio
$103 – – –
HNB
244
Huntington National Bank
Ohio
$59 – – –
Toronto Dominion Bank
245
Toronto Dominion Bank
Ontario, Canada
$59 – – –
BCA
246
Bernzott Capital Advisors
California
– -$7.5M -145,621 Closed
SCA
247
Stieven Capital Advisors
Missouri
– -$5.97M -115,984 Closed
GLA
248
Great Lakes Advisors
Illinois
– -$5.96M -115,654 Closed
BC
249
Brookfield Corp
Ontario, Canada
– -$3.15M -61,142 Closed
Two Sigma Advisers
250
Two Sigma Advisers
New York
– -$1.76M -34,200 Closed
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