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Coastal Financial

62 hedge funds and large institutions have $85.3M invested in Coastal Financial in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

17% more funds holding

Funds holding: 5362 (+9)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3.28% more ownership

Funds ownership: 44.02%47.3% (+3.3%)

4% more capital invested

Capital invested by funds: $81.6M → $85.3M (+$3.61M)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
19
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advisors Capital Management
New Jersey
$400K +$36.7K +2,414 +10%
KCM
27
Kennedy Capital Management
Missouri
$370K +$373K +24,511 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$354K +$29K +1,904 +9%
Wells Fargo
29
Wells Fargo
California
$338K -$26.8K -1,759 -7%
TA
30
Tiedemann Advisors
New York
$319K +$321K +21,117 New
HSBC Holdings
31
HSBC Holdings
United Kingdom
$268K +$270K +17,734 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$265K -$86.5K -5,685 -24%
First Trust Advisors
33
First Trust Advisors
Illinois
$265K +$267K +17,565 New
FBT
34
First Bank & Trust
South Dakota
$254K +$16.7K +1,098 +7%
Charles Schwab
35
Charles Schwab
California
$252K
SIM
36
Spark Investment Management
New York
$214K -$8.32K -547 -4%
GPGA
37
Grandeur Peak Global Advisors
Utah
$187K
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$181K
TA
39
Teton Advisors
New York
$178K
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$175K +$83.3K +5,478 +90%
Victory Capital Management
41
Victory Capital Management
Texas
$149K +$22.2K +1,458 +17%
PA
42
Parallel Advisors
California
$142K
Russell Investments Group
43
Russell Investments Group
United Kingdom
$134K +$134K +8,816 New
Bessemer Group
44
Bessemer Group
New Jersey
$127K +$128K +8,400 New
JP Morgan Chase
45
JP Morgan Chase
New York
$124K +$93.1K +6,123 +287%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$113K -$47.5K -3,121 -29%
UBS Group
47
UBS Group
Switzerland
$90K +$44.7K +2,936 +97%
PAM
48
Panagora Asset Management
Massachusetts
$79K +$79.9K +5,254 New
AG
49
Advisor Group
Arizona
$77K -$8.09K -532 -9%
AIG
50
American International Group
New York
$74K -$517 -34 -0.7%