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Coastal Financial

51 hedge funds and large institutions have $78.6M invested in Coastal Financial in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
23
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$257K 15,073 +2,963 +24%
SIM
27
Spark Investment Management
New York
$250K 14,747 +2,147 +17%
GPGA
28
Grandeur Peak Global Advisors
Utah
$211K 12,400
TA
29
Teton Advisors
New York
$200K 11,800
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$189K 11,099 +1,115 +11%
Deutsche Bank
31
Deutsche Bank
Germany
$150K 8,988 +458 +5%
Victory Capital Management
32
Victory Capital Management
Texas
$143K 8,400
PA
33
Parallel Advisors
California
$119K 6,990 +6,990 New
Wells Fargo
34
Wells Fargo
California
$93K 5,471 +2,163 +65%
FBT
35
First Bank & Trust
South Dakota
$86K 5,056 +5,056 New
AIG
36
American International Group
New York
$78K 4,565 +369 +9%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$68K 4,000
AG
38
Advisor Group
Arizona
$47K 2,812 +57 +2%
Morgan Stanley
39
Morgan Stanley
New York
$44K 2,608 -9,268 -78%
Bank of America
40
Bank of America
North Carolina
$40K 2,340 -1,896 -45%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$40K 2,375 +1,867 +368%
Barclays
42
Barclays
United Kingdom
$36K 2,139 +2,001 +1,450%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$33K 1,915 -156 -8%
Citigroup
44
Citigroup
New York
$32K 1,874 +167 +10%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$26.1K 1,535 +1,366 +808%
TRCT
46
Tower Research Capital (TRC)
New York
$18K 1,054 +1,054 New
Legal & General Group
47
Legal & General Group
United Kingdom
$15K 912
UBS Group
48
UBS Group
Switzerland
$10K 571 -1,974 -78%
AIP
49
Ameritas Investment Partners
Nebraska
$9K 530
CCA
50
Catalyst Capital Advisors
New York
$6K 352