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Coastal Financial
CCB

Overview Fund Activity

119 hedge funds and large institutions have $308M invested in Coastal Financial in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
41
Reduced
41
Closed
13
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
-$338K

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$7.18M
2
Millennium Management
2
Millennium Management
New York
$3.82M
3
PFO
3
PMC FIG Opportunities
Israel
$2.72M
4
BFM
4
Boothbay Fund Management
New York
$4.66M
5
Franklin Resources
5
Franklin Resources
California
$2.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M
2
CCM
2
Carlson Capital Management
Minnesota
$0
3
RHCA
3
Rosenthal Henry Capital Advisors
Indiana
$0
4
Invesco
4
Invesco
Georgia
$966K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.57M – – –
Franklin Resources
27
Franklin Resources
California
$2.3M +$2.11M +54,257 +1,078%
PAIM
28
Punch & Associates Investment Management
Minnesota
$2.2M – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.18M -$83.4K -2,146 -4%
SCA
30
Stieven Capital Advisors
Missouri
$2.15M +$3.89K +100 +0.2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.7M -$93.8K -2,413 -5%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$1.52M -$343K -8,829 -18%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.44M +$22.1K +569 +2%
CCM
34
Cox Capital Management
Massachusetts
$1.4M +$21.6K +556 +2%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$1.38M – – –
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$1.36M – – –
Morgan Stanley
37
Morgan Stanley
New York
$1.27M -$1.67M -42,982 -57%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.25M +$35K +900 +3%
Citadel Advisors
39
Citadel Advisors
Florida
$1.2M +$746K +19,205 +166%
Charles Schwab
40
Charles Schwab
California
$1.15M -$30.5K -784 -3%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.09M +$86.8K +2,234 +9%
TC
42
TownSquare Capital
Utah
$1.05M -$223K -5,745 -18%
Barclays
43
Barclays
United Kingdom
$1.01M -$224K -5,759 -18%
Goldman Sachs
44
Goldman Sachs
New York
$1M +$277K +7,136 +38%
Invesco
45
Invesco
Georgia
$966K -$2.34M -60,079 -71%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$898K -$816 -21 -0.1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$865K – – –
FBT
48
First Bank & Trust
South Dakota
$846K +$29.6K +761 +4%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$811K -$55.4K -1,425 -6%
QC
50
Quent Capital
New York
$773K – – –
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