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Coastal Financial

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$380K 31,014 +2,170 +8%
Morgan Stanley
27
Morgan Stanley
New York
$375K 30,654 +603 +2%
Wells Fargo
28
Wells Fargo
California
$320K 26,052 +2,823 +12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$319K 26,048 -361 -1%
Charles Schwab
30
Charles Schwab
California
$278K 22,680 -1,333 -6%
FBT
31
First Bank & Trust
South Dakota
$228K 18,653 +1,952 +12%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$176K 14,430 -1,039 -7%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$176K 14,377
HSBC Holdings
34
HSBC Holdings
United Kingdom
$172K 13,686
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$168K 13,742 +1,655 +14%
Goldman Sachs
36
Goldman Sachs
New York
$160K 13,033 +13,033 New
GPGA
37
Grandeur Peak Global Advisors
Utah
$152K 12,400
TA
38
Tiedemann Advisors
New York
$145K 11,820 -3,180 -21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$141K 11,503 -2,113 -16%
Barclays
40
Barclays
United Kingdom
$125K 10,202 -831 -8%
TRCT
41
Tower Research Capital (TRC)
New York
$120K 9,829 +7,969 +428%
PA
42
Parallel Advisors
California
$115K 9,395
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$108K 8,508 +331 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$92K 7,479
FHC
45
First Horizon Corporation
Tennessee
$81K 6,669 +6,669 New
Osaic Holdings
46
Osaic Holdings
Arizona
$80K 6,501 +117 +2%
AIG
47
American International Group
New York
$67K 5,435 -124 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$58K 4,705 +434 +10%
TCM
49
Tradewinds Capital Management
Washington
$49K 4,005
Bank of America
50
Bank of America
North Carolina
$31K 2,472 -818 -25%