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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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$607K – – –
LPL Financial
152
LPL Financial
California
$600K +$20.4K +311 +4%
AA
153
Argent Advisors
Louisiana
$576K – – –
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$570K – – –
Verition Fund Management
155
Verition Fund Management
Connecticut
$530K +$485K +7,414 New
AACP
156
Advantage Alpha Capital Partners
California
$525K +$95.6K +1,461 +25%
SRL
157
Scientech Research LLC
New Jersey
$519K +$475K +7,258 New
CPBTD
158
Central Pacific Bank - Trust Division
Hawaii
$506K – – –
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$485K -$15.1K -231 -3%
X
160
Xponance
Pennsylvania
$448K -$2.88K -44 -0.7%
Creative Planning
161
Creative Planning
Kansas
$440K +$403K +6,164 New
TCBWMS
162
Texas Capital Bank Wealth Management Services
Texas
$436K -$256K -3,908 -39%
JFGIW
163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$425K +$18.7K +285 +5%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$424K – – –
Voloridge Investment Management
165
Voloridge Investment Management
Florida
$418K +$383K +5,846 New
II
166
Inspire Investing
Idaho
$412K +$524 +8 +0.1%
AA
167
AlphaMark Advisors
Kentucky
$386K +$9.1K +139 +3%
SOADOR
168
State of Alaska Department of Revenue
Alaska
$383K +$11.8K +180 +3%
SA
169
Sanctuary Advisors
Indiana
$380K +$284K +4,333 New
SC
170
Savant Capital
Illinois
$379K +$347K +5,301 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$375K -$155K -2,363 -31%
MFG
172
Merit Financial Group
Georgia
$372K +$340K +5,201 New
CFIA
173
Cantor Fitzgerald Investment Advisors
New York
$372K -$65.4K -1,000 -16%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$364K – – –
XT
175
XTX Topco
Cayman Islands
$362K +$332K +5,066 New
5 6
7
8 9

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.