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Coastal Financial
CCB

146 hedge funds and large institutions have $455M invested in Coastal Financial in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $373M → $455M (+$82M)

17% more funds holding

Funds holding: 125 → 146 (+21)

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

2.34% more ownership

Funds ownership: 60.25% → 62.6% (+2.3%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
146
Holders Change
+21
Holders Change %
+16.8%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
52
Reduced
45
Closed
4
Calls
$205K
Puts
–
Net Calls
+$205K
Net Calls Change
+$2.03M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$3.01M
2
Invesco
Invesco
Georgia
+$2.8M
3
BlackRock
BlackRock
New York
+$2.41M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.01M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
-$2.74M
2
PFO
PMC FIG Opportunities
Israel
-$2.52M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.34M
4
KCM
Kennedy Capital Management
Missouri
-$1.97M
5
EC
EJF Capital
Virginia
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$3.1M +$1.28M +25,482 +80%
PAIM
27
Punch & Associates Investment Management
Minnesota
$3.06M – – –
Morgan Stanley
28
Morgan Stanley
New York
$2.83M +$980K +19,557 +60%
Goldman Sachs
29
Goldman Sachs
New York
$2.77M +$914K +18,231 +55%
N
30
Nuveen
North Carolina
$2.76M +$230K +4,590 +10%
EC
31
EJF Capital
Virginia
$2.66M -$1.9M -37,991 -44%
Franklin Resources
32
Franklin Resources
California
$2.62M -$115K -2,301 -5%
PFO
33
PMC FIG Opportunities
Israel
$2.51M -$2.52M -50,336 -52%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$2.35M +$1.12M +22,280 +105%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$2.11M – – –
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.09M -$502K -10,005 -21%
PFMOSF
37
Philadelphia Financial Management of San Francisco
California
$2.03M +$1.89M +37,668 New
RP
38
Riverwater Partners
Wisconsin
$2.01M +$1.52M +30,405 +368%
Citadel Advisors
39
Citadel Advisors
Florida
$1.95M +$782K +15,609 +76%
CCM
40
Cox Capital Management
Massachusetts
$1.82M -$23.8K -474 -1%
Barclays
41
Barclays
United Kingdom
$1.72M +$598K +11,922 +60%
Millennium Management
42
Millennium Management
New York
$1.66M +$493K +9,832 +47%
RHCA
43
Rosenthal Henry Capital Advisors
Indiana
$1.63M +$1.03M +20,525 +214%
CRC
44
Curi RMB Capital
Illinois
$1.62M -$501K -10,000 -25%
MCA
45
Mendon Capital Advisors
Florida
$1.62M -$501K -10,000 -25%
Ameriprise
46
Ameriprise
Minnesota
$1.59M – – –
Two Sigma Investments
47
Two Sigma Investments
New York
$1.58M +$410K +8,183 +39%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$1.43M +$918K +18,320 +226%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.35M +$1.04M +20,685 +474%
TC
50
TownSquare Capital
Utah
$1.31M -$83.5K -1,666 -6%
1
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3 4 5

CCB Hedge Fund Activity: Q3 2024 in Review

146 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q3 2024, worth a combined $455M — up 22% from $373M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CCB positions and 4 closed out — a net gain of 22 holders — while 52 added to existing stakes and 45 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.01M. The largest seller was Boothbay Fund Management, cutting an estimated $2.74M.

  • 146 institutional investors held Coastal Financial (CCB) as of Q3 2024, up from 125 in Q2 2024.
  • Funds reported $455M of Coastal Financial stock for Q3 2024, up 22% quarter-over-quarter.
  • 26 funds opened new Coastal Financial positions in Q3 2024 and 4 closed out, a net change of +22 holders.
  • The largest Coastal Financial buyer in Q3 2024 was Charles Schwab, an estimated $3.01M added.
  • The largest Coastal Financial seller in Q3 2024 was Boothbay Fund Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2024.