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Coastal Financial
CCB

Overview Fund Activity

72 hedge funds and large institutions have $94.4M invested in Coastal Financial in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 0 closing their positions.

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
18
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.8M
2
Truist Financial
2
Truist Financial
North Carolina
$531K
3
Stifel Financial
3
Stifel Financial
Missouri
$2.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$470K
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$277K

Top Sellers

1
GH
1
Grosvenor Holdings
Illinois
$6.36M
2
BCM
2
Basswood Capital Management
New York
$1.34M
3
CCM
3
Carlson Capital Management
Minnesota
$1.97M
4
GCIA
4
Gabelli & Co Investment Advisers
New York
$824K
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$496K 30,136 +12,592 +72%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$470K 28,525 +28,525 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$424K 25,767 +2,340 +10%
MFIM
29
Mesirow Financial Investment Management
Illinois
$387K 23,501 -9,289 -28%
Charles Schwab
30
Charles Schwab
California
$348K 21,089 +4,438 +27%
TA
31
Tiedemann Advisors
New York
$332K 20,158 -959 -5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$306K 18,605 +10,350 +125%
KCM
33
Kennedy Capital Management
Missouri
$300K 18,207 -6,304 -26%
First Trust Advisors
34
First Trust Advisors
Illinois
$284K 17,230 -335 -2%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$277K 16,811 +16,811 New
FBT
36
First Bank & Trust
South Dakota
$276K 16,767 -13 -0.1%
GC
37
Globeflex Capital
California
$271K 16,479 +16,479 New
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$237K 14,377 +14,377 New
SIM
39
Spark Investment Management
New York
$233K 14,200 – –
Millennium Management
40
Millennium Management
New York
$228K 13,856 +13,856 New
Wells Fargo
41
Wells Fargo
California
$217K 13,154 -9,201 -41%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$214K 13,009 +1,461 +13%
GPGA
43
Grandeur Peak Global Advisors
Utah
$204K 12,400 – –
HSBC Holdings
44
HSBC Holdings
United Kingdom
$201K 12,171 -5,563 -31%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$197K 11,949 – –
Barclays
46
Barclays
United Kingdom
$196K 11,879 +7,143 +151%
TA
47
Teton Advisors
New York
$194K 11,800 – –
UBS Group
48
UBS Group
Switzerland
$158K 9,604 +3,654 +61%
PA
49
Parallel Advisors
California
$155K 9,395 – –
Bessemer Group
50
Bessemer Group
New Jersey
$145K 8,800 +400 +5%
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