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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
JFGIW
276
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.4K -$478K -5,904 -99%
AAG
277
Armstrong Advisory Group
Massachusetts
$3.13K
JWA
278
JFS Wealth Advisors
Pennsylvania
$3.13K
HWM
279
Hemington Wealth Management
Virginia
$3K +$1.05K +13 +45%
PS
280
Principal Securities
Iowa
$2.66K +$162 +2 +6%
HI
281
Harbour Investments
Wisconsin
$2.35K
LI
282
LRI Investments
Florida
$2.11K
EBA
283
Eagle Bay Advisors
New York
$1.96K +$81 +1 +4%
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$1.56K
GWM
285
Geneos Wealth Management
Colorado
$1.41K
PWMG
286
Prestige Wealth Management Group
New Jersey
$1.17K
T
287
Transce3nd
Texas
$1.17K +$1.22K +15 New
AF
288
Allworth Financial
California
$1.13K -$2.19K -27 -66%
FFA
289
Farther Finance Advisors
California
$1.09K
EWA
290
EverSource Wealth Advisors
Alabama
$1.09K +$1.13K +14 New
DPW
291
DiNuzzo Private Wealth
Pennsylvania
$939
S
292
Sachetta
Massachusetts
$939
Fuller & Thaler Asset Management
293
Fuller & Thaler Asset Management
California
$938 -$3.48K -43 -78%
SS
294
SBI Securities
Japan
$938 +$972 +12 New
PEAK6
295
PEAK6
Illinois
$860 +$891 +11 New
SIC
296
SJS Investment Consulting
Ohio
$782 -$162 -2 -17%
HNB
297
Huntington National Bank
Ohio
$469
AAP
298
Arax Advisory Partners
Colorado
$391 -$648 -8 -62%
FMP
299
Financial Management Professionals
Texas
$391
IA
300
IFP Advisors
Florida
$313 +$324 +4 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.