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Coastal Financial
CCB

Overview Fund Activity

53 hedge funds and large institutions have $81.6M invested in Coastal Financial in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
29
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GH
1
Grosvenor Holdings
Illinois
$8.06M
2
BlackRock
2
BlackRock
New York
$5.59M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.3M
4
Wells Fargo
4
Wells Fargo
California
$373K
5
Millennium Management
5
Millennium Management
New York
$712K

Top Sellers

1
EC
1
EJF Capital
Virginia
$16.1M
2
FCM
2
FJ Capital Management
Virginia
$9.07M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.42M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$754K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$360K 23,229 +7,063 +44%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$333K 21,523 +1,651 +8%
Charles Schwab
28
Charles Schwab
California
$258K 16,651 +1,578 +10%
FBT
29
First Bank & Trust
South Dakota
$243K 15,682 +10,626 +210%
SIM
30
Spark Investment Management
New York
$228K 14,747 – –
GPGA
31
Grandeur Peak Global Advisors
Utah
$192K 12,400 – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$185K 11,949 +850 +8%
TA
33
Teton Advisors
New York
$183K 11,800 – –
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$164K 10,600 +6,600 +165%
PA
35
Parallel Advisors
California
$145K 9,395 +2,405 +34%
Victory Capital Management
36
Victory Capital Management
Texas
$130K 8,400 – –
Deutsche Bank
37
Deutsche Bank
Germany
$109K 7,132 -1,856 -21%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$94K 6,070 +3,695 +156%
AG
39
Advisor Group
Arizona
$88K 5,695 +2,883 +103%
Barclays
40
Barclays
United Kingdom
$77K 5,005 +2,866 +134%
AIG
41
American International Group
New York
$76K 4,934 +369 +8%
Bank of America
42
Bank of America
North Carolina
$50K 3,196 +856 +37%
UBS Group
43
UBS Group
Switzerland
$47K 3,014 +2,443 +428%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$33K 2,132 +217 +11%
Citigroup
45
Citigroup
New York
$32K 2,099 +225 +12%
Legal & General Group
46
Legal & General Group
United Kingdom
$22K 1,436 +524 +57%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$14.9K 960 -575 -37%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$11K 707 +699 +8,738%
AIP
49
Ameritas Investment Partners
Nebraska
$8K 530 – –
SMFS
50
Squar Milner Financial Services
California
$3K 199 +199 New
1
2
3