TCBX Hedge Fund Ownership (Q2 2026)

Third Coast Bancshares Inc (TCBX)

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

Smart Money Signals — TCBX

Based on 145 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their TCBX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

145 hedge funds hold TCBX 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.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

78 buying68 selling

Last quarter: 78 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 25 → 23 → 25 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 33% medium ■ 23% new

64 out of 145 hedge funds have held TCBX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~17 new funds/quarter

22 → 25 → 23 → 25 → 17 new funds/Q

New funds entering each quarter: 25 → 23 → 25 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 47% veterans vs 31% newcomers

■ 47% veterans ■ 22% 1-2yr ■ 31% new

Entry-cohort mix of 145 holders: 68 (47%) are 2+ year veterans, 32 entered 1–2 years ago, and 45 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

39 of 144 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in TCBX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	142	150	-5.33%
13F Shares	10M	9M	6.97%
Total Value	$391M	$341M	14.69%
New Positions	16	25	-9
Increased Positions	59	61	-2
Closed Positions	23	25	-2
Reduced Positions	47	34	+13
Total Calls	1	0	100%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

142

150

-5.33%

13F Shares

10M

6.97%

Total Value

$391M

$341M

14.69%

New Positions

-9

Increased Positions

-2

Closed Positions

-2

Reduced Positions

+13

Total Calls

100%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

142 + investors

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

QUARTER:

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

Top 25 TCBX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ategra Capital Management, LLC	4.75%	261,387	$10.6M
2	Strategic Value Bank Partners LLC	4.14%	146,474	$5.9M
3	1492 Capital Management LLC	2.08%	174,205	$7.0M
4	Ballast Asset Management, LP	1.29%	80,250	$3.2M
5	Daytona Street Capital LLC	1.22%	41,900	$1.7M
6	Banc Funds Co LLC	1.13%	169,064	$6.8M
7	Salzhauer Michael	0.86%	61,899	$2.5M
8	Meridian Wealth Advisors, LLC	0.83%	180,469	$7.3M
9	Guided Capital Wealth Management, LLC	0.53%	22,235	$898K
10	Core Capital Management & Research, inc.	0.44%	18,487	$841K
11	EJF Capital LP	0.34%	12,473	$504K
12	Kennedy Capital Management LLC	0.33%	458,725	$18.5M
13	Doliver Advisors, LP	0.19%	21,107	$853K
14	Lighthouse Investment Partners, LLC	0.16%	141,831	$5.7M
15	Globeflex Capital L P	0.15%	29,564	$1.2M
16	Custos Family Office, LLC	0.13%	5,295	$214K
17	Bridgeway Capital Management, LLC	0.07%	104,596	$4.2M
18	Valeo Financial Advisors, LLC	0.07%	78,616	$3.2M
19	Blue Trust, Inc.	0.06%	147,082	$5.9M
20	Fca Corp /Tx	0.06%	6,000	$242K
21	Penn Capital Management Company, LLC	0.05%	20,812	$841K
22	Harbor Advisors LLC	0.05%	10,000	$404K
23	Inscription Capital, LLC	0.05%	14,111	$570K
24	Waterway Wealth Management, LLC	0.05%	5,500	$222K
25	Wasatch Advisors LP	0.04%	166,315	$6.7M

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 — Third Coast Bancshares Inc (TCBX)

What does the Smart Money Trend signal show for TCBX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TCBX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TCBX?

Slight buying edge — 53% buying: Last quarter: 78 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TCBX holders?

Elite ownership — 50% AUM from top-100 funds: 39 of 144 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in TCBX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TCBX?

44% of holders stayed for 2+ years: 64 out of 145 hedge funds have held TCBX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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Third Coast Bancshares Inc (TCBX)

Smart Money Signals — TCBX

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +9% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-8 vs last Q)

44% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Veteran-anchored — 47% veterans vs 31% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — TCBX

Hedge Fund Ownership: TCBX

Market Analysis: TCBX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TCBX

Hedge Fund Positioning: TCBX

Statistics: TCBX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Third Coast Bancshares Inc (TCBX)

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