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Coastal Financial
CCB

43 hedge funds and large institutions have $58.4M invested in Coastal Financial in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.8% more ownership

Funds ownership: 0% → 29.8% (+30%)

Holders
43
Holders Change
+43
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
EJF Capital
Virginia
+$17.1M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$7.33M
3
BlackRock
BlackRock
New York
+$4.83M
4
FCM
FJ Capital Management
Virginia
+$3.59M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$206K +$200K +12,110 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$191K +$186K +11,225 New
TA
28
Teton Advisors
New York
$170K +$165K +10,000 New
Victory Capital Management
29
Victory Capital Management
Texas
$170K +$165K +10,000 New
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$164K +$159K +9,633 New
AIG
31
American International Group
New York
$72K +$70K +4,229 New
UBS Group
32
UBS Group
Switzerland
$51K +$49.1K +2,969 New
Bank of America
33
Bank of America
North Carolina
$44K +$43.3K +2,615 New
Barclays
34
Barclays
United Kingdom
$43K +$41.3K +2,499 New
Citigroup
35
Citigroup
New York
$30K +$29.5K +1,782 New
SO
36
STRS Ohio
Ohio
$30K +$29.8K +1,800 New
JP Morgan Chase
37
JP Morgan Chase
New York
$25K +$24.4K +1,476 New
Wells Fargo
38
Wells Fargo
California
$15K +$14.9K +901 New
Legal & General Group
39
Legal & General Group
United Kingdom
$15K +$15.1K +912 New
AIP
40
Ameritas Investment Partners
Nebraska
$9K +$8.77K +530 New
CCA
41
Catalyst Capital Advisors
New York
$6K +$5.82K +352 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$4K +$3.72K +225 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1K +$728 +44 New
1
2

CCB Hedge Fund Activity: Q3 2018 in Review

43 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q3 2018, worth a combined $58.4M.

Buyers outnumbered sellers: 43 funds opened new CCB positions and 0 closed out — a net gain of 43 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $17.1M.

  • 43 institutional investors held Coastal Financial (CCB) as of Q3 2018, up from 0 in Q2 2018.
  • Funds reported $58.4M of Coastal Financial stock for Q3 2018.
  • 43 funds opened new Coastal Financial positions in Q3 2018 and 0 closed out, a net change of +43 holders.
  • The largest Coastal Financial buyer in Q3 2018 was EJF Capital, an estimated $17.1M added.

Based on aggregated 13F filings for Q3 2018.