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Third Coast Bancshares
TCBX

69 hedge funds and large institutions have $105M invested in Third Coast Bancshares in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $86.3M → $105M (+$18.3M)

1.69% more ownership

Funds ownership: 37.18% → 38.86% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

4% less funds holding

Funds holding: 72 → 69 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Ategra Capital Management
Virginia
+$1.81M
2
BlackRock
BlackRock
New York
+$1.32M
3
SPIA
Steward Partners Investment Advisory
New York
+$529K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$498K
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$492K

Top Sellers

Rank Fund Capital Flow
1
WI
WJ Interests
Texas
-$713K
2
Millennium Management
Millennium Management
New York
-$613K
3
B
Bailard
California
-$298K
4
HIP
Harrell Investment Partners
Texas
-$284K
5
TI
Trexquant Investment
Connecticut
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
26
STRS Ohio
Ohio
$566K -$10.4K -600 -2%
Truist Financial
27
Truist Financial
North Carolina
$530K – – –
PAM
28
Panagora Asset Management
Massachusetts
$514K +$87.1K +5,017 +24%
N
29
Nuveen
North Carolina
$490K +$114K +6,549 +36%
EF
30
Empowered Funds
Pennsylvania
$464K +$36.2K +2,088 +10%
QC
31
Quadrature Capital
United Kingdom
$409K +$356K +20,530 New
SM
32
Salzhauer Michael
$392K -$38.3K -2,206 -10%
Invesco
33
Invesco
Georgia
$383K +$22K +1,270 +7%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$380K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$371K -$10.9K -631 -3%
Barclays
36
Barclays
United Kingdom
$361K +$263K +15,184 +510%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$360K -$43.4K -2,500 -12%
Corient Private Wealth
38
Corient Private Wealth
Florida
$352K – – –
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$330K -$2.72K -157 -0.9%
BAM
40
Beaumont Asset Management
Texas
$324K -$13K -750 -4%
DA
41
Doliver Advisors
Texas
$308K +$269K +15,500 New
JP Morgan Chase
42
JP Morgan Chase
New York
$295K +$106K +6,093 +70%
UBS Group
43
UBS Group
Switzerland
$282K +$120K +6,896 +94%
Two Sigma Investments
44
Two Sigma Investments
New York
$236K -$130K -7,487 -39%
Millennium Management
45
Millennium Management
New York
$224K -$613K -35,308 -76%
CCA
46
Childress Capital Advisors
Texas
$199K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$171K +$30.7K +1,772 +26%
Deutsche Bank
48
Deutsche Bank
Germany
$167K -$6.13K -353 -4%
AW
49
Avion Wealth
Texas
$165K – – –
MIM
50
MetLife Investment Management
New Jersey
$148K – – –
1
2
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TCBX Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Third Coast Bancshares (TCBX) for Q4 2023, worth a combined $105M — up 21% from $86.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TCBX and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was Ategra Capital Management, adding an estimated $1.81M. The largest seller was WJ Interests, exiting entirely with an estimated $713K sold.

  • 69 institutional investors held Third Coast Bancshares (TCBX) as of Q4 2023, down from 72 in Q3 2023.
  • Funds reported $105M of Third Coast Bancshares stock for Q4 2023, up 21% quarter-over-quarter.
  • 6 funds opened new Third Coast Bancshares positions in Q4 2023 and 9 closed out, a net change of -3 holders.
  • The largest Third Coast Bancshares buyer in Q4 2023 was Ategra Capital Management, an estimated $1.81M added.
  • The largest Third Coast Bancshares seller in Q4 2023 was WJ Interests, an estimated $713K sold.

Based on aggregated 13F filings for Q4 2023.