Coastalsouth Bancshares Inc (COSO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Coastalsouth Bancshares Inc (COSO) following the 2026 Q1 hedge fund 13F filings?

As of today, COSO has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), COSO gained +7.5% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Coastalsouth Bancshares Inc (COSO)

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

Smart Money Signals — COSO

Based on 80 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

80 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 — +3900% more funds vs a year ago

fund count last 6Q

+78 new funds entered over the past year (+3900% 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 — 75% buying

58 buying19 selling

Last quarter: 58 funds were net buyers (23 opened a brand new position + 35 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new COSO position: 1 → 49 → 17 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 94% entered in last year

■ 4% conviction (2yr+) ■ 2% medium ■ 94% new

Only 3 funds (4%) 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

0 → 1 → 49 → 17 → 23 new funds/Q

New funds entering each quarter: 1 → 49 → 17 → 23. 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 — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new

Of 80 current holders: 76 (95%) entered in the past year, only 4 (5%) 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.

📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds

22 of 80 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	79	65	21.54%
13F Shares	7M	7M	6.85%
Total Value	$177M	$159M	11.53%
New Positions	22	17	+5
Increased Positions	35	19	+16
Closed Positions	8	4	+4
Reduced Positions	11	17	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

21.54%

13F Shares

6.85%

Total Value

$177M

$159M

11.53%

New Positions

Increased Positions

+16

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

79 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 COSO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Patriot Financial Partners GP II, L.P.	7.34%	1,159,211	$28.5M
2	Fourthstone LLC	4.59%	1,100,504	$27.1M
3	EJF Capital LP	3.34%	192,676	$4.7M
4	Mendon Capital Advisors Corp	3.14%	329,743	$8.1M
5	Raffles Associates LP	2.59%	121,281	$3.0M
6	Berkeley Capital Partners, LLC	2.06%	360,562	$8.9M
7	Elizabeth Park Capital Advisors, Ltd.	1.43%	75,740	$1.9M
8	Endeavour Capital Advisors Inc	1.35%	241,595	$5.9M
9	Banc Funds Co LLC	0.39%	85,715	$2.1M
10	Salzhauer Michael	0.38%	33,046	$813K
11	North Reef Capital Management LP	0.27%	320,982	$7.9M
12	KLCM Advisors, Inc.	0.22%	107,617	$2.6M
13	ELCO Management Co., LLC	0.14%	12,031	$296K
14	Curi Capital, LLC	0.13%	302,951	$7.4M
15	Daytona Street Capital LLC	0.10%	5,000	$125K
16	Bleakley Financial Group, LLC	0.03%	88,136	$2.2M
17	Kennedy Capital Management LLC	0.02%	44,487	$1.1M
18	Occudo Quantitative Strategies LP	0.01%	10,425	$266K
19	Ghisallo Capital Management LLC	0.01%	20,000	$492K
20	Bridgeway Capital Management, LLC	0.01%	14,909	$367K
21	HB Wealth Management, LLC	0.01%	38,643	$950K
22	Trexquant Investment LP	0.01%	30,072	$739K
23	First Manhattan CO. LLC.	0.01%	77,638	$1.9M
24	EverSource Wealth Advisors, LLC	0.00%	6,795	$120K
25	Alliancebernstein L.P.	0.00%	397,573	$9.2M

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 — 4 quarters in a row: For 4 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 — 75% buying: Last quarter: 58 funds were net buyers (23 opened a brand new position + 35 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COSO holders?

Smaller funds dominant — 17% AUM from top-100: 22 of 80 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held COSO?

Mostly new holders — 94% entered in last year: Only 3 funds (4%) 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.

Is it too late to buy Coastalsouth Bancshares Inc (COSO) following the 2026 Q1 hedge fund 13F filings?

As of today, COSO has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), COSO has gained +7.5% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Coastalsouth Bancshares Inc (COSO)

Smart Money Signals — COSO

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +3900% more funds vs a year ago

More buyers than sellers — 75% buying

More new buyers each quarter (+6 vs last Q)

Mostly new holders — 94% entered in last year

Peak discovery — momentum slowing

Early stage — 95% of holders entered in last year

Smaller funds dominant — 17% AUM from top-100

Institutional Sentiment Summary — COSO

Hedge Fund Ownership: COSO

Market Analysis: COSO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: COSO

Is It Too Late to Buy Coastalsouth Bancshares Inc (COSO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: COSO

Statistics: COSO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Coastalsouth Bancshares Inc (COSO)

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