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Texas Capital Bancshares

306 hedge funds and large institutions have $3.6B invested in Texas Capital Bancshares in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 104 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 87

18% more funds holding

Funds holding: 260306 (+46)

13% more capital invested

Capital invested by funds: $3.19B → $3.6B (+$407M)

2.71% more ownership

Funds ownership: 96.81%99.52% (+2.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

94% less call options, than puts

Call options by funds: $180K | Put options by funds: $3.17M

Holders
306
Holders Change
+46
Holders Change %
+17.69%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
65
Increased
104
Reduced
87
Closed
19
Calls
$180K
Puts
$3.17M
Net Calls
-$2.99M
Net Calls Change
+$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Bleakley Financial Group
New Jersey
$214K +$222K +2,739 New
TCM
227
Teza Capital Management
Illinois
$207K +$215K +2,651 New
Mariner
228
Mariner
Kansas
$205K +$213K +2,627 New
SFC
229
SYM Financial Corp
Indiana
$204K +$212K +2,615 New
UCFA
230
United Capital Financial Advisors
Texas
$202K +$209K +2,582 New
SO
231
STRS Ohio
Ohio
$172K +$40.5K +500 +29%
KBC Group
232
KBC Group
Belgium
$170K +$68.8K +849 +64%
SAM
233
Shell Asset Management
Netherlands
$158K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$155K +$30.4K +375 +23%
KFP
235
Keener Financial Planning
Texas
$152K
SCM
236
Sterling Capital Management
North Carolina
$116K +$107K +1,320 +820%
ACM
237
Aster Capital Management
United Arab Emirates
$115K +$119K +1,471 New
IWA
238
Icon Wealth Advisors
Texas
$113K
BC
239
Bayforest Capital
United Kingdom
$106K +$110K +1,361 New
PD
240
Point72 (DIFC)
United Arab Emirates
$99.9K +$104K +1,278 New
CIAM
241
Caitong International Asset Management
Hong Kong
$80.1K +$83K +1,024 New
AP
242
Atwood & Palmer
Missouri
$62.6K
QC
243
Quent Capital
New York
$53.4K -$4.38K -54 -7%
AWM
244
Avior Wealth Management
Nebraska
$49.3K -$567 -7 -1%
Osaic Holdings
245
Osaic Holdings
Arizona
$47.2K -$1.38K -17 -3%
Nomura Asset Management
246
Nomura Asset Management
Japan
$46.1K
RS
247
R Squared
Hong Kong
$41.4K +$42.9K +530 New
VWM
248
Venturi Wealth Management
Texas
$36.8K +$38.1K +470 New
AssetMark Inc
249
AssetMark Inc
California
$32K +$33.1K +409 New
PMAM
250
Picton Mahoney Asset Management
Ontario, Canada
$30K +$30.5K +376 New

TCBI Hedge Fund Activity: Q4 2024 in Review

306 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Texas Capital Bancshares (TCBI) for Q4 2024, worth a combined $3.6B — up 13% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TCBI positions and 19 closed out — a net gain of 46 holders — while 104 added to existing stakes and 87 trimmed.

The largest buyer was State Street, adding an estimated $31M. The largest seller was North Reef Capital Management, cutting an estimated $60.5M.

  • 306 institutional investors held Texas Capital Bancshares (TCBI) as of Q4 2024, up from 260 in Q3 2024.
  • Funds reported $3.6B of Texas Capital Bancshares stock for Q4 2024, up 13% quarter-over-quarter.
  • 65 funds opened new Texas Capital Bancshares positions in Q4 2024 and 19 closed out, a net change of +46 holders.
  • The largest Texas Capital Bancshares buyer in Q4 2024 was State Street, an estimated $31M added.
  • The largest Texas Capital Bancshares seller in Q4 2024 was North Reef Capital Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2024.