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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
BlackRock
1
BlackRock
New York
$17.9M +$1.32M +75,940 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.5M +$89.9K +5,182 +0.8%
BFC
3
Banc Funds Company
Illinois
$9.69M – – –
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$8.6M +$492K +28,329 +7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$6.09M +$126K +7,269 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.26M +$240K +13,841 +6%
ACM
7
Ategra Capital Management
Virginia
$4.62M +$1.81M +104,050 +81%
KCM
8
Kennedy Capital Management
Missouri
$4.31M -$3.56K -205 -0.1%
State Street
9
State Street
Massachusetts
$3.81M +$30.1K +1,735 +0.9%
BCM
10
Bridgeway Capital Management
Texas
$2.81M -$124K -7,153 -5%
BTI
11
Blue Trust Inc
Georgia
$2.47M – – –
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.4M +$498K +28,683 +31%
Northern Trust
13
Northern Trust
Illinois
$2.24M +$160K +9,214 +9%
BCM
14
BHZ Capital Management
California
$1.77M -$87.3K -5,034 -5%
Morgan Stanley
15
Morgan Stanley
New York
$1.45M -$222K -12,779 -15%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.33M +$189K +10,899 +19%
Bank of America
17
Bank of America
North Carolina
$1.3M +$42K +2,423 +4%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$1.01M – – –
ClearBridge Investments
19
ClearBridge Investments
New York
$1.01M -$174 -10 -0%
IC
20
Inscription Capital
Texas
$999K -$17.4K -1,000 -2%
H
21
HoyleCohen
California
$994K – – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$867K -$29.2K -1,681 -4%
Charles Schwab
23
Charles Schwab
California
$725K – – –
SPIA
24
Steward Partners Investment Advisory
New York
$606K +$529K +30,513 New
American Century Companies
25
American Century Companies
Missouri
$593K – – –
1
2 3 4

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.