The cluster is small in absolute dollar terms but directionally unanimous, suggesting a shared fundamental view on Colony Bankcorp's regional banking franchise. Monitor the upcoming 10-Q for loan growth, NIM trends, and credit quality — the thesis likely centers on continued net interest income expansion and manageable deposit costs. The 88% analyst bullish consensus provides additional corroboration.
Executive Summary
Five institutional investors added or doubled their CBAN positions in Q3 2024, aggregating $1.3M in net buying to total holdings of $2.7M. All moves were accumulative (no sellers), reinforcing a bullish institutional consensus on Colony Bankcorp. The cluster is modest in total dollar terms but shows unanimous conviction across asset managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| O'shaughnessy Asset Management | ADD | +37% | $1.0M | $439.0K |
| Trexquant Investment | ADD | +39.5% | $1.0M | $447.0K |
| Connor, Clark & Lunn Investmen | DOUBLED | +116.1% | $579.0K | $367.0K |
Key Facts
- 5 institutional buyers aggregated $2.7M in holdings with $1.3M net new buying
- 0 sellers detected — 100% unanimity in direction
- Connor, Clark & Lunn doubled its position (+116.1% shares); Trexquant and O'Shaughnessy each added ~40%
- All 5 buyers are active asset managers — zero passive/index fund participants
- Analyst consensus is 88% bullish (7 out of 8 ratings are Buy or Strong Buy) as of the filing date
Financial Impact
5 institutions accumulated $1.3M in new CBAN position value during Q3 2024, building total disclosed holdings to $2.7M.
Risk Factors
- Total cluster value ($2.7M) is small relative to CBAN's market cap (~$360M) — institutional activity has limited market impact potential
- 13F data has 45-day reporting lag; these positions may have been unwound since quarter-end
- Active manager clustering is a positive signal, but Q3 2024 was a strong quarter for regional banks broadly — performance may be sector-driven, not stock-specific
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CBAN-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 17, 2026 5w ago | 8-K | $20.92 | awaiting T+60 | — | — |
Aug 28, 2026 8w ago | EFFECT | $21.34 | awaiting T+60 | — | — |
Aug 27, 2026 8w ago | 424B4 | $21.34 | awaiting T+60 | — | — |
Aug 25, 2026 8w ago | S-4/A | $21.17 | awaiting T+60 | — | — |
Aug 14, 2026 10w ago | S-4 | $22.09 | awaiting T+60 | — | — |
Jun 24, 2026 17w ago | 425 | $19.98 $20.71 | ▲ +3.65% | ▼ −0.08% | — |
Jun 24, 2026 17w ago | 8-K | $19.98 $20.71 | ▲ +3.65% | ▼ −0.08% | — |
Jun 12, 2026 19w ago | Institutional Cluster | $21.12 $21.31 | ▲ +0.90% | ▼ −2.36% | — |
Apr 22, 2026 26w ago | 8-K | $19.86 $20.89 | ▲ +5.20% | ▲ +0.18% | — |
US Market Status
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