Coastal Financial
124 hedge funds and large institutions have $278M invested in Coastal Financial in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
22% less capital invested
Capital invested by funds: $356M → $278M (-$78.5M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
124
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$4.38M | |
| 2 | +$2.53M | |
| 3 | +$2.4M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.73M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.34M |
Top Sellers
| 1 | -$2.66M | |
| 2 | -$2.17M | |
| 3 | -$1.9M | |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.77M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.76M |