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Coastal Financial
CCB

Overview Fund Activity

79 hedge funds and large institutions have $206M invested in Coastal Financial in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
24
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCA
1
Mendon Capital Advisors
Florida
$3.37M
2
BFM
2
Boothbay Fund Management
New York
$2.23M
3
SCC
3
Second Curve Capital
Pennsylvania
$2.13M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.99M
5
ERSOT
5
Employees Retirement System of Texas
Texas
$1.59M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$13.4M
2
HPCM
2
Hunter Perkins Capital Management
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$32K
5
California State Teachers Retirement System (CalSTRS)
5
California State Teachers Retirement System (CalSTRS)
California
$163K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$1.83M +$205K +6,426 +13%
MCM
27
Maltese Capital Management
New York
$1.77M – – –
PI
28
Putnam Investments
Massachusetts
$1.72M – – –
ERSOT
29
Employees Retirement System of Texas
Texas
$1.59M +$1.59M +50,000 New
JC
30
JCSD Capital
California
$1.18M +$561K +17,615 +90%
GCIA
31
Gabelli & Co Investment Advisers
New York
$1.18M – – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.15M +$457K +14,350 +66%
Truist Financial
33
Truist Financial
North Carolina
$1.14M -$54.9K -1,722 -5%
EI
34
EAM Investors
California
$1.09M -$796 -25 -0.1%
PAM
35
Panagora Asset Management
Massachusetts
$1.09M -$13.5K -424 -1%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$867K -$53.2K -1,694 -6%
Charles Schwab
37
Charles Schwab
California
$804K +$57.4K +1,800 +8%
GPGA
38
Grandeur Peak Global Advisors
Utah
$797K +$402K +12,606 +102%
Deutsche Bank
39
Deutsche Bank
Germany
$485K -$8.7K -273 -2%
FBT
40
First Bank & Trust
South Dakota
$463K – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$460K -$216K -6,796 -32%
PA
42
Parallel Advisors
California
$376K – – –
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$376K – – –
IB
44
Intrust Bank
Kansas
$337K +$11.2K +351 +3%
Osaic Holdings
45
Osaic Holdings
Arizona
$334K +$10.8K +337 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$306K +$16.3K +511 +6%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$265K +$265K +8,325 New
Victory Capital Management
48
Victory Capital Management
Texas
$261K -$4.5K -141 -2%
FHA
49
First Horizon Advisors
Tennessee
$250K +$250K +7,857 New
PCM
50
Prelude Capital Management
New York
$246K +$246K +7,713 New
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2
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