Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

THIRD COAST BANCSHARES INC (TCBX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
8Q ▲
Buyers last Q
52%

Smart Money Signals — TCBX

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added TCBX 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
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.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+25% 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.
🟡

Slight buying edge — 52% buying

68 buying62 selling
Last quarter: 68 funds bought or added vs 62 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.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 22 → 23 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new
58 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 — ~22 new funds/quarter

40 → 20 → 22 → 23 → 22 new funds/Q
New funds entering each quarter: 20 → 22 → 23 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 14% 1-2yr ■ 39% new
Of 145 current holders: 68 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
29 of 145 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: TCBX

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

Market Analysis: TCBX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TCBX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: TCBX
2026 Q1 Stats Unlock in 19 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 138 5.07%
13F Shares 8M 8M 6.0%
Total Value $318M $305M 4.08%
New Positions 22 23 -1
Increased Positions 46 39 +7
Closed Positions 15 15 -
Reduced Positions 47 54 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCBX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

145 + investors

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

Top 25 institutional holders of TCBX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STRATEGIC VALUE BANK PARTNERS LLC 3.22% 158,469 $6.0M
2 Rosenthal | Henry Capital Advisors, Inc. 1.98% 51,000 $2.0M
3 1492 Capital Management LLC 1.91% 132,762 $5.0M
4 Daytona Street Capital LLC 1.00% 33,400 $1.3M
5 Guided Capital Wealth Management, LLC 0.61% 24,635 $932K
6 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.22% 119,710 $5K
7 KDK Private Wealth Management, LLC 0.22% 6,250 $236K
8 R Squared Ltd 0.21% 10,052 $380K
9 NOTTINGHAM ADVISORS, INC. 0.18% 37,423 $1.4M
10 DOLIVER ADVISORS, LP 0.17% 20,250 $766K
11 Beaumont Asset Management, L.L.C. 0.10% 6,044 $229K
12 Blue Trust, Inc. 0.06% 147,082 $5.6M
13 Inscription Capital, LLC 0.06% 15,608 $590K
14 Waterway Wealth Management, LLC 0.05% 5,500 $208K
15 WASATCH ADVISORS LP 0.04% 158,155 $6.0M
16 Annex Advisory Services, LLC 0.03% 44,978 $1.7M
17 AlphaQuest LLC 0.03% 12,709 $483K
18 PFG Investments, LLC 0.02% 9,145 $346K
19 Krilogy Financial LLC 0.01% 8,132 $334K
20 STEPHENS INC /AR/ 0.01% 17,064 $646K
21 JCSD Capital, LLC 0.01% 154 $6K
22 Sterling Capital Management LLC 0.00% 6,087 $230K
23 TRUIST FINANCIAL CORP 0.00% 50,000 $1.9M
24 STRS OHIO 0.00% 16,100 $609K
25 Versant Capital Management, Inc 0.00% 482 $18K
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?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added TCBX 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 TCBX?

Slight buying edge — 52% buying: Last quarter: 68 funds bought or added vs 62 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 — 41% AUM from top-100 funds: 29 of 145 holders are among the 100 largest funds by AUM, controlling 41% 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?

40% of holders stayed for 2+ years: 58 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.

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.