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Coastal Financial
CCB

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $60.9M → $84.4M (+$23.5M)

0.55% more ownership

Funds ownership: 48.34% → 48.89% (+0.55%)

6% less funds holding

Funds holding: 68 → 64 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.31%
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
Endeavour Capital Advisors
Connecticut
+$1.16M
2
BlackRock
BlackRock
New York
+$440K
3
BC
Brinker Capital
Pennsylvania
+$414K
4
State Street
State Street
Massachusetts
+$365K
5
KCM
Kennedy Capital Management
Missouri
+$268K

Top Sellers

1
EC
EJF Capital
Virginia
-$1.23M
2
Stifel Financial
Stifel Financial
Missouri
-$492K
3
Renaissance Technologies
Renaissance Technologies
New York
-$243K
4
Victory Capital Management
Victory Capital Management
Texas
-$206K
5
TC
TownSquare Capital
Utah
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$383K -$15.7K -1,192 -4%
Charles Schwab
27
Charles Schwab
California
$349K +$38.5K +2,924 +14%
Wells Fargo
28
Wells Fargo
California
$337K +$83.8K +6,359 +38%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$260K +$138K +10,472 +138%
PAM
30
Panagora Asset Management
Massachusetts
$253K +$138K +10,448 +150%
FBT
31
First Bank & Trust
South Dakota
$242K -$23.4K -1,774 -10%
GC
32
Globeflex Capital
California
$239K – – –
MFIM
33
Mesirow Financial Investment Management
Illinois
$233K -$5.19K -394 -2%
First Trust Advisors
34
First Trust Advisors
Illinois
$226K +$14.7K +1,112 +8%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$225K – – –
TA
36
Tiedemann Advisors
New York
$218K – – –
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$211K -$32.9K -2,496 -15%
N
38
Nuveen
North Carolina
$209K – – –
HSBC Holdings
39
HSBC Holdings
United Kingdom
$199K -$13.1K -994 -7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$198K +$28.7K +2,175 +19%
GPGA
41
Grandeur Peak Global Advisors
Utah
$180K – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$176K – – –
Barclays
43
Barclays
United Kingdom
$160K +$31.8K +2,411 +28%
PA
44
Parallel Advisors
California
$136K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$118K -$69K -5,239 -39%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$109K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$92K +$14.4K +1,091 +21%
AIG
48
American International Group
New York
$81K +$12.7K +965 +21%
Deutsche Bank
49
Deutsche Bank
Germany
$62K +$23.3K +1,766 +70%
TCM
50
Tradewinds Capital Management
Washington
$58K – – –
1
2
3

CCB Hedge Fund Activity: Q2 2020 in Review

64 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q2 2020, worth a combined $84.4M — up 39% from $60.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CCB and 1 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 28 added.

The largest buyer was Endeavour Capital Advisors, adding an estimated $1.16M. The largest seller was EJF Capital, cutting an estimated $1.23M.

  • 64 institutional investors held Coastal Financial (CCB) as of Q2 2020, down from 68 in Q1 2020.
  • Funds reported $84.4M of Coastal Financial stock for Q2 2020, up 39% quarter-over-quarter.
  • 1 fund opened new Coastal Financial positions in Q2 2020 and 5 closed out, a net change of -4 holders.
  • The largest Coastal Financial buyer in Q2 2020 was Endeavour Capital Advisors, an estimated $1.16M added.
  • The largest Coastal Financial seller in Q2 2020 was EJF Capital, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2020.