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Coastal Financial
CCB

Overview Fund Activity

99 hedge funds and large institutions have $344M invested in Coastal Financial in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
39
Reduced
19
Closed
3
Calls
$45K
Puts
$55K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$29.3M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.11M
3
BlackRock
3
BlackRock
New York
$33.1M
4
EC
4
EJF Capital
Virginia
$50.1M
5
SCC
5
Second Curve Capital
Pennsylvania
$5.76M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$2.53M
2
BFM
2
Boothbay Fund Management
New York
$0
3
MCM
3
Maltese Capital Management
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$16.1M
5
GCIA
5
Gabelli & Co Investment Advisers
New York
$810K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.76M -$759K -15,000 -22%
FCM
27
FJ Capital Management
Virginia
$2.53M -$18.8M -371,000 -88%
ERSOT
28
Employees Retirement System of Texas
Texas
$2.53M – – –
Renaissance Technologies
29
Renaissance Technologies
New York
$2.49M -$962K -19,000 -28%
Victory Capital Management
30
Victory Capital Management
Texas
$2.49M +$2.07M +40,914 +500%
Invesco
31
Invesco
Georgia
$1.98M +$1.98M +39,164 New
EGI
32
EAM Global Investors
California
$1.96M +$1.96M +38,741 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.93M +$98.1K +1,939 +5%
Truist Financial
34
Truist Financial
North Carolina
$1.79M -$30.8K -608 -2%
PAM
35
Panagora Asset Management
Massachusetts
$1.75M +$19.6K +387 +1%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.62M +$890K +17,582 +121%
HAI
37
Hennessy Advisors Inc
California
$1.52M +$1.52M +30,000 New
Charles Schwab
38
Charles Schwab
California
$1.28M – – –
GPGA
39
Grandeur Peak Global Advisors
Utah
$1.27M – – –
SCA
40
Stieven Capital Advisors
Missouri
$1.04M +$1.04M +20,469 New
QC
41
Quent Capital
New York
$936K +$936K +18,489 New
Two Sigma Investments
42
Two Sigma Investments
New York
$890K +$890K +17,586 New
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$884K -$270K -6,450 -23%
MFS
44
Madrona Financial Services
Washington
$861K +$861K +17,000 New
GCIA
45
Gabelli & Co Investment Advisers
New York
$810K -$1.06M -21,000 -57%
ROC
46
River Oaks Capital
Minnesota
$749K +$749K +14,802 New
FBT
47
First Bank & Trust
South Dakota
$662K -$73.3K -1,448 -10%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$661K +$61.1K +1,210 +10%
PA
49
Parallel Advisors
California
$597K – – –
Barclays
50
Barclays
United Kingdom
$581K +$385K +7,618 +197%
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