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Third Coast Bancshares

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: 7269 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$134K +$117K +6,742 New
AIG
52
American International Group
New York
$127K -$451 -26 -0.4%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$99.6K +$31.4K +1,810 +57%
Wells Fargo
54
Wells Fargo
California
$77.9K +$13.6K +781 +25%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$42.1K -$12.5K -722 -25%
Citigroup
56
Citigroup
New York
$36.1K +$31.4K +1,808 +22,600%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.7K
TRCT
58
Tower Research Capital (TRC)
New York
$31.1K +$4.46K +257 +20%
AB
59
Amalgamated Bank
New York
$25K -$2.29K -132 -10%
A
60
AJOVista
Massachusetts
$24K +$21K +1,210 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$20.8K -$538 -31 -3%
Legal & General Group
62
Legal & General Group
United Kingdom
$20.1K
AIP
63
Ameritas Investment Partners
Nebraska
$19K
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$17.1K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$16.3K
GI
66
GAMMA Investing
California
$7.07K +$6.46K +372 New
Federated Hermes
67
Federated Hermes
Pennsylvania
$2.92K +$347 +20 +16%
C
68
Covestor
United Kingdom
$1K -$451 -26 -35%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$159 -$33K -1,900 -100%
WI
70
WJ Interests
Texas
-$713K -41,667 Closed
B
71
Bailard
California
-$298K -17,400 Closed
HIP
72
Harrell Investment Partners
Texas
-$284K -17,203 Closed
TI
73
Trexquant Investment
Connecticut
-$282K -16,504 Closed
Marshall Wace
74
Marshall Wace
United Kingdom
-$206K -12,061 Closed
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
-$8.55K -500 Closed

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.