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Coastal Financial

72 hedge funds and large institutions have $94.4M invested in Coastal Financial in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

16% more funds holding

Funds holding: 6272 (+10)

11% more capital invested

Capital invested by funds: $85.3M → $94.4M (+$9.17M)

0.85% more ownership

Funds ownership: 47.3%48.15% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
27
Reduced
18
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
TownSquare Capital
Utah
$145K +$142K +8,792 New
Russell Investments Group
52
Russell Investments Group
United Kingdom
$144K
Victory Capital Management
53
Victory Capital Management
Texas
$138K -$23.6K -1,458 -15%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$123K
PAM
55
Panagora Asset Management
Massachusetts
$100K +$13.5K +838 +16%
AIG
56
American International Group
New York
$80K -$647 -40 -0.8%
AG
57
Advisor Group
Arizona
$77K -$8K -495 -10%
Bank of America
58
Bank of America
North Carolina
$70K +$9.33K +577 +16%
TCM
59
Tradewinds Capital Management
Washington
$66K
Deutsche Bank
60
Deutsche Bank
Germany
$58K -$8.88K -549 -13%
SMFS
61
Squar Milner Financial Services
California
$29K +$29.4K +1,817 New
Legal & General Group
62
Legal & General Group
United Kingdom
$27K +$3.01K +186 +13%
Citigroup
63
Citigroup
New York
$26K +$10.4K +643 +70%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$25K +$24.3K +1,500 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$23.1K +$2.89K +179 +15%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$16K +$4.96K +307 +45%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$10K +$10.2K +633 New
AIP
68
Ameritas Investment Partners
Nebraska
$9K
APA
69
American Portfolios Advisors
New York
$6.82K +$4.7K +291 +237%
CAM
70
ClariVest Asset Management
California
$6K
SPIA
71
Steward Partners Investment Advisory
New York
$4K +$4.04K +250 New
TRCT
72
Tower Research Capital (TRC)
New York
$1K -$17K -1,054 -97%

CCB Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2019, worth a combined $94.4M — up 11% from $85.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CCB positions and 0 closed out — a net gain of 11 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.76M. The largest seller was Grosvenor Holdings, cutting an estimated $1.61M.

  • 72 institutional investors held Coastal Financial (CCB) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $94.4M of Coastal Financial stock for Q4 2019, up 11% quarter-over-quarter.
  • 11 funds opened new Coastal Financial positions in Q4 2019 and 0 closed out, a net change of +11 holders.
  • The largest Coastal Financial buyer in Q4 2019 was Vanguard Group, an estimated $1.76M added.
  • The largest Coastal Financial seller in Q4 2019 was Grosvenor Holdings, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2019.