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Coastal Financial
CCB

Overview Fund Activity

64 hedge funds and large institutions have $84.4M invested in Coastal Financial in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
1
Increased
28
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$10.1M
2
BlackRock
2
BlackRock
New York
$6.77M
3
BC
3
Brinker Capital
Pennsylvania
$1.63M
4
State Street
4
State Street
Massachusetts
$2.07M
5
KCM
5
Kennedy Capital Management
Missouri
$2.24M

Top Sellers

1
EC
1
EJF Capital
Virginia
$13.5M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.52M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.17M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$383K 26,409 -1,192 -4%
Charles Schwab
27
Charles Schwab
California
$349K 24,013 +2,924 +14%
Wells Fargo
28
Wells Fargo
California
$337K 23,229 +6,359 +38%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$260K 18,039 +10,472 +138%
PAM
30
Panagora Asset Management
Massachusetts
$253K 17,418 +10,448 +150%
FBT
31
First Bank & Trust
South Dakota
$242K 16,701 -1,774 -10%
GC
32
Globeflex Capital
California
$239K 16,479 – –
MFIM
33
Mesirow Financial Investment Management
Illinois
$233K 16,074 -394 -2%
First Trust Advisors
34
First Trust Advisors
Illinois
$226K 15,543 +1,112 +8%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$225K 15,469 – –
TA
36
Tiedemann Advisors
New York
$218K 15,000 – –
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$211K 14,534 -2,496 -15%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$209K 14,377 – –
HSBC Holdings
39
HSBC Holdings
United Kingdom
$199K 13,686 -994 -7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$198K 13,616 +2,175 +19%
GPGA
41
Grandeur Peak Global Advisors
Utah
$180K 12,400 – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$176K 12,087 – –
Barclays
43
Barclays
United Kingdom
$160K 11,033 +2,411 +28%
PA
44
Parallel Advisors
California
$136K 9,395 – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$118K 8,177 -5,239 -39%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$109K 7,479 – –
Osaic Holdings
47
Osaic Holdings
Arizona
$92K 6,384 +1,091 +21%
AIG
48
American International Group
New York
$81K 5,559 +965 +21%
Deutsche Bank
49
Deutsche Bank
Germany
$62K 4,271 +1,766 +70%
TCM
50
Tradewinds Capital Management
Washington
$58K 4,005 – –
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