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Texas Capital Bancshares

200 hedge funds and large institutions have $2.55B invested in Texas Capital Bancshares in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $2.24B → $2.55B (+$309M)

9% more call options, than puts

Call options by funds: $4.76M | Put options by funds: $4.38M

2% less funds holding

Funds holding: 205200 (-5)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
21
Increased
84
Reduced
58
Closed
24
Calls
$4.76M
Puts
$4.38M
Net Calls
+$378K
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$10.5M +$155K +3,084 +2%
Invesco
52
Invesco
Georgia
$10.4M +$630K +12,508 +7%
ICOM
53
Investment Counselors of Maryland
Maryland
$9.96M -$1.34M -26,500 -13%
Citigroup
54
Citigroup
New York
$9.28M +$2.89M +57,255 +51%
Charles Schwab
55
Charles Schwab
California
$9.16M +$386K +7,649 +5%
USAA
56
United Services Automobile Association
Texas
$9.1M +$131K +2,600 +2%
CS
57
Credit Suisse
Switzerland
$9.05M +$3.84M +76,189 +86%
HHC
58
Hutchin Hill Capital
New York
$8.79M -$5.79M -114,786 -42%
Prudential Financial
59
Prudential Financial
New Jersey
$8.74M -$4.39M -87,010 -35%
IMIM
60
Irving Magee Investment Management
Pennsylvania
$7.89M
Franklin Resources
61
Franklin Resources
California
$6.98M +$1.23M +24,400 +24%
JAM
62
Jacobs Asset Management
New York
$6.87M +$1.01M +20,000 +19%
Comerica Bank
63
Comerica Bank
Texas
$6.7M +$3.13M +62,022 +114%
Morgan Stanley
64
Morgan Stanley
New York
$6.23M +$3.91M +77,536 +216%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$6.15M +$97.2K +1,928 +2%
PAM
66
Panagora Asset Management
Massachusetts
$6.05M
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$6.02M -$15.1K -300 -0.3%
FHAM
68
Folger Hill Asset Management
New York
$5.57M +$4.53M +89,851 +775%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$5.38M +$50.4K +1,000 +1%
CC
70
Carlson Capital
Texas
$5.29M +$4.85M +96,310 New
BG
71
BlackRock Group
United Kingdom
$5.06M +$1.61M +32,036 +53%
Luther King Capital Management (LKCM)
72
Luther King Capital Management (LKCM)
Texas
$4.94M -$8.82K -175 -0.2%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$4.75M -$514K -10,200 -11%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$4.62M +$223K +4,420 +6%
TA
75
Teachers Advisors
New York
$4.56M +$427K +8,462 +11%

TCBI Hedge Fund Activity: Q3 2016 in Review

200 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Texas Capital Bancshares (TCBI) for Q3 2016, worth a combined $2.55B — up 14% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TCBI and 21 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 84 added.

The largest buyer was Advisory Research, opening a new position worth an estimated $24.4M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $127M sold.

  • 200 institutional investors held Texas Capital Bancshares (TCBI) as of Q3 2016, down from 205 in Q2 2016.
  • Funds reported $2.55B of Texas Capital Bancshares stock for Q3 2016, up 14% quarter-over-quarter.
  • 21 funds opened new Texas Capital Bancshares positions in Q3 2016 and 24 closed out, a net change of -3 holders.
  • The largest Texas Capital Bancshares buyer in Q3 2016 was Advisory Research, an estimated $24.4M added.
  • The largest Texas Capital Bancshares seller in Q3 2016 was Capital Research Global Investors, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2016.