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Coastal Financial
CCB

Overview Fund Activity

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.

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
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$2.62M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.61M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$3.56M
4
RJA
4
Raymond James & Associates
Florida
$1.05M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.95M
2
CCM
2
Carlson Capital Management
Minnesota
$2.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
Advisors Capital Management
New Jersey
$400K 26,493 +2,414 +10%
KCM
27
Kennedy Capital Management
Missouri
$370K 24,511 +24,511 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$354K 23,427 +1,904 +9%
Wells Fargo
29
Wells Fargo
California
$338K 22,355 -1,759 -7%
TA
30
Tiedemann Advisors
New York
$319K 21,117 +21,117 New
HSBC Holdings
31
HSBC Holdings
United Kingdom
$268K 17,734 +17,734 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$265K 17,544 -5,685 -24%
First Trust Advisors
33
First Trust Advisors
Illinois
$265K 17,565 +17,565 New
FBT
34
First Bank & Trust
South Dakota
$254K 16,780 +1,098 +7%
Charles Schwab
35
Charles Schwab
California
$252K 16,651 – –
SIM
36
Spark Investment Management
New York
$214K 14,200 -547 -4%
GPGA
37
Grandeur Peak Global Advisors
Utah
$187K 12,400 – –
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$181K 11,949 – –
TA
39
Teton Advisors
New York
$178K 11,800 – –
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$175K 11,548 +5,478 +90%
Victory Capital Management
41
Victory Capital Management
Texas
$149K 9,858 +1,458 +17%
PA
42
Parallel Advisors
California
$142K 9,395 – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$134K 8,816 +8,816 New
Bessemer Group
44
Bessemer Group
New Jersey
$127K 8,400 +8,400 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$124K 8,255 +6,123 +287%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$113K 7,479 -3,121 -29%
UBS Group
47
UBS Group
Switzerland
$90K 5,950 +2,936 +97%
PAM
48
Panagora Asset Management
Massachusetts
$79K 5,254 +5,254 New
AG
49
Advisor Group
Arizona
$77K 5,163 -532 -9%
AIG
50
American International Group
New York
$74K 4,900 -34 -0.7%
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