Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Coastalsouth Bancshares Inc (COSO)

99 + Investors. Track Smart Money conviction in COSO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
5Q ▲
Buyers last Q
71%

Smart Money Signals — COSO

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added COSO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
100 hedge funds hold COSO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +3233% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+3233% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

66 buying27 selling
Last quarter: 66 funds were net buyers (27 opened a brand new position + 39 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 49 → 17 → 23 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 58% entered in last year

■ 3% conviction (2yr+) ■ 39% medium ■ 58% new
Only 3 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

1 → 49 → 17 → 23 → 27 new funds/Q
New funds entering each quarter: 49 → 17 → 23 → 27. COSO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 100 current holders: 96 (96%) entered in the past year, only 4 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
31 of 100 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — COSO

In 2026 Q2, 66 hedge funds were net buyers of COSO (27 opened a new position, 39 added to an existing one), while 27 reduced or exited (20 trimmed, 7 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in COSO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 100.

Hedge Fund Ownership: COSO

How many hedge funds hold COSO — quarterly history vs. share price
Quarterly hedge fund ownership of COSO vs. share price

Market Analysis: COSO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COSO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: COSO
99 + Investors

Track Smart Money conviction in COSO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 99 80 23.75%
13F Shares 7M 7M -5.44%
Total Value $179M $177M 1.07%
New Positions 27 23 +4
Increased Positions 38 35 +3
Closed Positions 8 8 -
Reduced Positions 20 11 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COSO

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Financial Highlights

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Institutional Holders (2026 Q2)

99 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in COSO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 COSO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Patriot Financial Partners GP II, L.P. 4.74% 691,367 $18.6M
2 Fourthstone LLC 4.33% 225,211 $6.1M
3 EJF Capital LP 3.46% 192,676 $5.2M
4 Raffles Associates LP 2.72% 112,138 $3.0M
5 Mendon Capital Advisors Corp 2.54% 267,232 $7.2M
6 Berkeley Capital Partners, LLC 1.97% 356,390 $9.6M
7 Elizabeth Park Capital Advisors, Ltd. 1.40% 75,740 $2.0M
8 North Reef Capital Management LP 0.38% 370,982 $10.0M
9 Banc Funds Co LLC 0.38% 85,715 $2.3M
10 Salzhauer Michael 0.30% 33,046 $887K
11 KLCM Advisors, Inc. 0.23% 107,617 $2.9M
12 Curi Capital, LLC 0.10% 250,001 $6.7M
13 Daytona Street Capital LLC 0.10% 5,000 $133K
14 ELCO Management Co., LLC 0.09% 7,935 $213K
15 Occudo Quantitative Strategies LP 0.04% 29,110 $782K
16 Bleakley Financial Group, LLC 0.03% 90,307 $2.4M
17 Kennedy Capital Management LLC 0.02% 42,732 $1.1M
18 XTX Topco Ltd 0.01% 38,845 $1.0M
19 WINTON GROUP Ltd 0.01% 11,681 $314K
20 Trexquant Investment LP 0.01% 63,324 $1.7M
21 Two Sigma Investments, LP 0.01% 408,489 $11.0M
22 Bridgeway Capital Management, LLC 0.01% 14,909 $400K
23 Quadrature Capital Ltd 0.01% 29,969 $805K
24 HB Wealth Management, LLC 0.01% 38,111 $1.0M
25 First Manhattan CO. LLC. 0.01% 77,638 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Coastalsouth Bancshares Inc (COSO)

What does the Smart Money Trend signal show for COSO?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added COSO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for COSO?

More buyers than sellers — 71% buying: Last quarter: 66 funds were net buyers (27 opened a brand new position + 39 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COSO holders?

Strong quality — 37% AUM from major funds: 31 of 100 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held COSO?

Mostly new holders — 58% entered in last year: Only 3 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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