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Coastal Financial
CCB

125 hedge funds and large institutions have $373M invested in Coastal Financial in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more capital invested

Capital invested by funds: $308M → $373M (+$65.2M)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

5% more funds holding

Funds holding: 119 → 125 (+6)

0.69% more ownership

Funds ownership: 59.57% → 60.25% (+0.69%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.83M

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
43
Reduced
38
Closed
17
Calls
–
Puts
$1.83M
Net Calls
-$1.83M
Net Calls Change
-$2.21M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.36M
2
BFM
Boothbay Fund Management
New York
+$1.61M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.32M
4
PFO
PMC FIG Opportunities
Israel
+$1.13M
5
American Century Companies
American Century Companies
Missouri
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.25M
2
CRC
Curi RMB Capital
Illinois
-$2.52M
3
MCA
Mendon Capital Advisors
Florida
-$2.52M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$992K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Stieven Capital Advisors
Missouri
$2.52M -$33.7K -800 -1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.25M +$213K +5,053 +12%
Franklin Resources
28
Franklin Resources
California
$2.2M -$484K -11,503 -19%
N
29
Nuveen
North Carolina
$2.15M +$489K +11,630 +33%
CRC
30
Curi RMB Capital
Illinois
$1.85M -$2.52M -60,000 -60%
MCA
31
Mendon Capital Advisors
Florida
$1.85M -$2.52M -60,000 -60%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$1.8M – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$1.63M -$76.6K -1,821 -5%
CCM
34
Cox Capital Management
Massachusetts
$1.58M -$76.9K -1,827 -5%
Goldman Sachs
35
Goldman Sachs
New York
$1.52M +$301K +7,166 +28%
Morgan Stanley
36
Morgan Stanley
New York
$1.51M +$11.2K +266 +0.8%
Charles Schwab
37
Charles Schwab
California
$1.47M +$95.4K +2,268 +8%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$1.47M -$150K -3,560 -10%
Invesco
39
Invesco
Georgia
$1.44M +$264K +6,285 +25%
Ameriprise
40
Ameriprise
Minnesota
$1.36M +$590K +14,021 +91%
TC
41
TownSquare Capital
Utah
$1.19M -$48K -1,140 -4%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.15M -$303K -7,200 -22%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.03M – – –
FBT
44
First Bank & Trust
South Dakota
$993K -$10.6K -253 -1%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$978K +$14.2K +337 +2%
Two Sigma Investments
46
Two Sigma Investments
New York
$969K -$292K -6,940 -25%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$967K -$90.6K -2,153 -9%
Millennium Management
48
Millennium Management
New York
$967K -$3.25M -77,299 -79%
Citadel Advisors
49
Citadel Advisors
Florida
$945K -$432K -10,270 -33%
QC
50
Quent Capital
New York
$918K – – –
1
2
3 4 5

CCB Hedge Fund Activity: Q2 2024 in Review

125 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q2 2024, worth a combined $373M — up 21% from $308M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CCB positions and 17 closed out — a net gain of 8 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $9.36M. The largest seller was Millennium Management, cutting an estimated $3.25M.

  • 125 institutional investors held Coastal Financial (CCB) as of Q2 2024, up from 119 in Q1 2024.
  • Funds reported $373M of Coastal Financial stock for Q2 2024, up 21% quarter-over-quarter.
  • 25 funds opened new Coastal Financial positions in Q2 2024 and 17 closed out, a net change of +8 holders.
  • The largest Coastal Financial buyer in Q2 2024 was BlackRock, an estimated $9.36M added.
  • The largest Coastal Financial seller in Q2 2024 was Millennium Management, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2024.