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Coastal Financial

63 hedge funds and large institutions have $136M invested in Coastal Financial in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
26
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
26
TownSquare Capital
Utah
$698K 33,270 +33,270 New
Truist Financial
27
Truist Financial
North Carolina
$666K 31,726 +712 +2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$565K 26,885 +18,377 +216%
Wells Fargo
29
Wells Fargo
California
$559K 26,605 +553 +2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$517K 24,636 -6,367 -21%
Charles Schwab
31
Charles Schwab
California
$502K 23,860 +1,180 +5%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$436K 20,845 -10,547 -34%
FBT
33
First Bank & Trust
South Dakota
$394K 18,767 +114 +0.6%
JC
34
JCSD Capital
California
$393K 18,700 +18,700 New
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$303K 14,398 -32 -0.2%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$302K 14,377
HSBC Holdings
37
HSBC Holdings
United Kingdom
$290K 13,915 +229 +2%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$290K 13,810 +2,307 +20%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$289K 13,742
GPGA
40
Grandeur Peak Global Advisors
Utah
$260K 12,400
PA
41
Parallel Advisors
California
$249K 11,861 +2,466 +26%
Victory Capital Management
42
Victory Capital Management
Texas
$208K 9,882 +9,882 New
Osaic Holdings
43
Osaic Holdings
Arizona
$192K 9,146 +2,645 +41%
Barclays
44
Barclays
United Kingdom
$188K 8,984 -1,218 -12%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$157K 7,479
FHC
46
First Horizon Corporation
Tennessee
$137K 6,524 -145 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$137K 6,534 +1,829 +39%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$131K 6,245 +6,245 New
Bank of America
49
Bank of America
North Carolina
$97K 4,600 +2,128 +86%
TCM
50
Tradewinds Capital Management
Washington
$86K 4,105 +100 +2%