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Coastal Financial
CCB

61 hedge funds and large institutions have $71.5M invested in Coastal Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 48.89% → 48.92% (+0.03%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

5% less funds holding

Funds holding: 64 → 61 (-3)

15% less capital invested

Capital invested by funds: $84.4M → $71.5M (-$12.9M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
20
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$1.91M
2
PAM
Panagora Asset Management
Massachusetts
+$474K
3
KCM
Kennedy Capital Management
Missouri
+$392K
4
ECA
Endeavour Capital Advisors
Connecticut
+$222K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$184K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$406K
2
BlackRock
BlackRock
New York
-$397K
3
GC
Globeflex Capital
California
-$239K
4
MFIM
Mesirow Financial Investment Management
Illinois
-$233K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$380K +$30K +2,170 +8%
Morgan Stanley
27
Morgan Stanley
New York
$375K +$8.33K +603 +2%
Wells Fargo
28
Wells Fargo
California
$320K +$39K +2,823 +12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$319K -$4.99K -361 -1%
Charles Schwab
30
Charles Schwab
California
$278K -$18.4K -1,333 -6%
FBT
31
First Bank & Trust
South Dakota
$228K +$27K +1,952 +12%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$176K -$14.4K -1,039 -7%
N
33
Nuveen
North Carolina
$176K – – –
HSBC Holdings
34
HSBC Holdings
United Kingdom
$172K – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$168K +$22.9K +1,655 +14%
Goldman Sachs
36
Goldman Sachs
New York
$160K +$180K +13,033 New
GPGA
37
Grandeur Peak Global Advisors
Utah
$152K – – –
TA
38
Tiedemann Advisors
New York
$145K -$43.9K -3,180 -21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$141K -$29.2K -2,113 -16%
Barclays
40
Barclays
United Kingdom
$125K -$11.5K -831 -8%
TRCT
41
Tower Research Capital (TRC)
New York
$120K +$110K +7,969 +428%
PA
42
Parallel Advisors
California
$115K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$108K +$4.57K +331 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$92K – – –
FHC
45
First Horizon Corporation
Tennessee
$81K +$92.1K +6,669 New
Osaic Holdings
46
Osaic Holdings
Arizona
$80K +$1.62K +117 +2%
AIG
47
American International Group
New York
$67K -$1.71K -124 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$58K +$6K +434 +10%
TCM
49
Tradewinds Capital Management
Washington
$49K – – –
Bank of America
50
Bank of America
North Carolina
$31K -$11.3K -818 -25%
1
2
3

CCB Hedge Fund Activity: Q3 2020 in Review

61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q3 2020, worth a combined $71.5M — down 15% from $84.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CCB and 4 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 20 added.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $1.91M. The largest seller was Stifel Financial, cutting an estimated $406K.

  • 61 institutional investors held Coastal Financial (CCB) as of Q3 2020, down from 64 in Q2 2020.
  • Funds reported $71.5M of Coastal Financial stock for Q3 2020, down 15% quarter-over-quarter.
  • 4 funds opened new Coastal Financial positions in Q3 2020 and 6 closed out, a net change of -2 holders.
  • The largest Coastal Financial buyer in Q3 2020 was Brinker Capital Investments, an estimated $1.91M added.
  • The largest Coastal Financial seller in Q3 2020 was Stifel Financial, an estimated $406K sold.

Based on aggregated 13F filings for Q3 2020.