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Texas Capital Bancshares
TCBI

260 hedge funds and large institutions have $3.19B invested in Texas Capital Bancshares in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $2.79B → $3.19B (+$395M)

6% more funds holding

Funds holding: 245 → 260 (+15)

1.47% less ownership

Funds ownership: 98.28% → 96.81% (-1.5%)

12% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 95

78% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $6.91M

Holders
260
Holders Change
+15
Holders Change %
+6.12%
% of All Funds
3.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
84
Reduced
95
Closed
21
Calls
$1.51M
Puts
$6.91M
Net Calls
-$5.41M
Net Calls Change
-$1.54M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$25M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.84M
3
HA
Heartland Advisors
Wisconsin
+$6.03M
4
KCM
Kodai Capital Management
Illinois
+$4.59M
5
Jane Street
Jane Street
New York
+$4.49M

Top Sellers

1
NRCM
North Reef Capital Management
California
-$27.8M
2
ACB
Aristotle Capital Boston
Massachusetts
-$14.9M
3
BlackRock
BlackRock
New York
-$12.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$11.7M
5
Bank of America
Bank of America
North Carolina
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
226
Lindbrook Capital
California
$8.36K +$3.93K +60 +105%
TH
227
TCTC Holdings
Texas
$7.15K -$58.9K -900 -90%
SS
228
Sunbelt Securities
Texas
$7.15K – – –
FFO
229
Fortitude Family Office
Arizona
$6.79K +$6.15K +94 +9,400%
PTC
230
Private Trust Company
Ohio
$6.65K – – –
SPIA
231
Steward Partners Investment Advisory
New York
$5K +$785 +12 +21%
VCM
232
Versant Capital Management
Arizona
$4.93K +$2.09K +32 +86%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$4.29K – – –
Fuller & Thaler Asset Management
234
Fuller & Thaler Asset Management
California
$3.93K – – –
RIL
235
Rothschild Investment LLC
Illinois
$3.93K +$2.29K +35 +175%
GRP
236
Global Retirement Partners
California
$3.57K – – –
MFT
237
Moisand Fitzgerald Tamayo
Florida
$3.22K – – –
AF
238
Allworth Financial
California
$2.93K +$262 +4 +11%
AAG
239
Armstrong Advisory Group
Massachusetts
$2.86K -$5.24K -80 -67%
JWA
240
JFS Wealth Advisors
Pennsylvania
$2.86K +$65 +1 +3%
LI
241
LRI Investments
Florida
$2.4K – – –
PS
242
Principal Securities
Iowa
$2.29K +$1.64K +25 +357%
HI
243
Harbour Investments
Wisconsin
$2.14K – – –
HWM
244
Hemington Wealth Management
Virginia
$2K +$1.9K +29 New
EBA
245
Eagle Bay Advisors
New York
$1.72K -$3.67K -56 -70%
UB
246
UMB Bank
Missouri
$1.64K +$458 +7 +44%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$1.43K – – –
GWM
248
Geneos Wealth Management
Colorado
$1.29K +$1.18K +18 New
PWMG
249
Prestige Wealth Management Group
New Jersey
$1.07K – – –
FFA
250
Farther Finance Advisors
California
$998 -$785 -12 -46%
8 9
10
11 12

TCBI Hedge Fund Activity: Q3 2024 in Review

260 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Texas Capital Bancshares (TCBI) for Q3 2024, worth a combined $3.19B — up 14% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TCBI positions and 21 closed out — a net gain of 15 holders — while 84 added to existing stakes and 95 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $25M. The largest seller was North Reef Capital Management, cutting an estimated $27.8M.

  • 260 institutional investors held Texas Capital Bancshares (TCBI) as of Q3 2024, up from 245 in Q2 2024.
  • Funds reported $3.19B of Texas Capital Bancshares stock for Q3 2024, up 14% quarter-over-quarter.
  • 36 funds opened new Texas Capital Bancshares positions in Q3 2024 and 21 closed out, a net change of +15 holders.
  • The largest Texas Capital Bancshares buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $25M added.
  • The largest Texas Capital Bancshares seller in Q3 2024 was North Reef Capital Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2024.