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Coastal Financial
CCB

48 hedge funds and large institutions have $55.8M invested in Coastal Financial in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

12% more funds holding

Funds holding: 43 → 48 (+5)

1.01% more ownership

Funds ownership: 29.8% → 30.81% (+1%)

4% less capital invested

Capital invested by funds: $58.4M → $55.8M (-$2.56M)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Carlson Capital Management
Minnesota
+$3.64M
2
HIM
Harbour Investment Management
Washington
+$1.56M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.19M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.05M
5
BC
Brinker Capital
Pennsylvania
+$438K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$1.4M
2
SSA
Schonfeld Strategic Advisors
New York
-$1.16M
3
EC
EJF Capital
Virginia
-$1.12M
4
PI
Putnam Investments
Massachusetts
-$1.06M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
BlueCrest Capital Management
Jersey
– -$220K -12,950 Closed
1 2
3

CCB Hedge Fund Activity: Q4 2018 in Review

48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2018, worth a combined $55.8M — down 4.4% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CCB positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Carlson Capital Management, opening a new position worth an estimated $3.64M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $1.4M sold.

  • 48 institutional investors held Coastal Financial (CCB) as of Q4 2018, up from 43 in Q3 2018.
  • Funds reported $55.8M of Coastal Financial stock for Q4 2018, down 4.4% quarter-over-quarter.
  • 8 funds opened new Coastal Financial positions in Q4 2018 and 3 closed out, a net change of +5 holders.
  • The largest Coastal Financial buyer in Q4 2018 was Carlson Capital Management, an estimated $3.64M added.
  • The largest Coastal Financial seller in Q4 2018 was Jacobs Asset Management, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2018.