Coastal Financial
117 hedge funds and large institutions have $333M invested in Coastal Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
15% more capital invested
Capital invested by funds: $290M → $333M (+$43.1M)
7% more funds holding
Funds holding: 109 → 117 (+8)
0.49% more ownership
Funds ownership: 58.05% → 58.55% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 39
31% less call options, than puts
Call options by funds: $206K | Put options by funds: $300K
Top Buyers
Top Sellers
CCB Hedge Fund Activity: Q3 2023 in Review
117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q3 2023, worth a combined $333M — up 15% from $290M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CCB positions and 10 closed out — a net gain of 8 holders — while 36 added to existing stakes and 39 trimmed.
The largest buyer was Invesco, adding an estimated $2.64M. The largest seller was Harbour Investment Management, exiting entirely with an estimated $3.89M sold.
- 117 institutional investors held Coastal Financial (CCB) as of Q3 2023, up from 109 in Q2 2023.
- Funds reported $333M of Coastal Financial stock for Q3 2023, up 15% quarter-over-quarter.
- 18 funds opened new Coastal Financial positions in Q3 2023 and 10 closed out, a net change of +8 holders.
- The largest Coastal Financial buyer in Q3 2023 was Invesco, an estimated $2.64M added.
- The largest Coastal Financial seller in Q3 2023 was Harbour Investment Management, an estimated $3.89M sold.
Based on aggregated 13F filings for Q3 2023.