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Coastal Financial

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.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

16% more funds holding

Funds holding: 6272 (+10)

11% more capital invested

Capital invested by funds: $85.3M → $94.4M (+$9.17M)

0.85% more ownership

Funds ownership: 47.3%48.15% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$496K +$204K +12,592 +72%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$470K +$461K +28,525 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$424K +$37.8K +2,340 +10%
MFIM
29
Mesirow Financial Investment Management
Illinois
$387K -$150K -9,289 -28%
Charles Schwab
30
Charles Schwab
California
$348K +$71.7K +4,438 +27%
TA
31
Tiedemann Advisors
New York
$332K -$15.5K -959 -5%
JP Morgan Chase
32
JP Morgan Chase
New York
$306K +$167K +10,350 +125%
KCM
33
Kennedy Capital Management
Missouri
$300K -$102K -6,304 -26%
First Trust Advisors
34
First Trust Advisors
Illinois
$284K -$5.42K -335 -2%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$277K +$272K +16,811 New
FBT
36
First Bank & Trust
South Dakota
$276K -$210 -13 -0.1%
GC
37
Globeflex Capital
California
$271K +$266K +16,479 New
N
38
Nuveen
North Carolina
$237K +$232K +14,377 New
SIM
39
Spark Investment Management
New York
$233K
Millennium Management
40
Millennium Management
New York
$228K +$224K +13,856 New
Wells Fargo
41
Wells Fargo
California
$217K -$149K -9,201 -41%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$214K +$23.6K +1,461 +13%
GPGA
43
Grandeur Peak Global Advisors
Utah
$204K
HSBC Holdings
44
HSBC Holdings
United Kingdom
$201K -$89.9K -5,563 -31%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$197K
Barclays
46
Barclays
United Kingdom
$196K +$115K +7,143 +151%
TA
47
Teton Advisors
New York
$194K
UBS Group
48
UBS Group
Switzerland
$158K +$59.1K +3,654 +61%
PA
49
Parallel Advisors
California
$155K
Bessemer Group
50
Bessemer Group
New Jersey
$145K +$6.47K +400 +5%

CCB Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2019, worth a combined $94.4M — up 11% from $85.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CCB positions and 0 closed out — a net gain of 11 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.76M. The largest seller was Grosvenor Holdings, cutting an estimated $1.61M.

  • 72 institutional investors held Coastal Financial (CCB) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $94.4M of Coastal Financial stock for Q4 2019, up 11% quarter-over-quarter.
  • 11 funds opened new Coastal Financial positions in Q4 2019 and 0 closed out, a net change of +11 holders.
  • The largest Coastal Financial buyer in Q4 2019 was Vanguard Group, an estimated $1.76M added.
  • The largest Coastal Financial seller in Q4 2019 was Grosvenor Holdings, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2019.