CCB icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
TC
51
TownSquare Capital
Utah
$145K 8,792 +8,792 New
Russell Investments Group
52
Russell Investments Group
United Kingdom
$144K 8,816
Victory Capital Management
53
Victory Capital Management
Texas
$138K 8,400 -1,458 -15%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$123K 7,479
PAM
55
Panagora Asset Management
Massachusetts
$100K 6,092 +838 +16%
AIG
56
American International Group
New York
$80K 4,860 -40 -0.8%
AG
57
Advisor Group
Arizona
$77K 4,668 -495 -10%
Bank of America
58
Bank of America
North Carolina
$70K 4,252 +577 +16%
TCM
59
Tradewinds Capital Management
Washington
$66K 4,005
Deutsche Bank
60
Deutsche Bank
Germany
$58K 3,620 -549 -13%
SMFS
61
Squar Milner Financial Services
California
$29K 1,817 +1,817 New
Legal & General Group
62
Legal & General Group
United Kingdom
$27K 1,622 +186 +13%
Citigroup
63
Citigroup
New York
$26K 1,557 +643 +70%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$25K 1,500 +1,500 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$23.1K 1,400 +179 +15%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$16K 988 +307 +45%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$10K 633 +633 New
AIP
68
Ameritas Investment Partners
Nebraska
$9K 530
APA
69
American Portfolios Advisors
New York
$6.82K 414 +291 +237%
CAM
70
ClariVest Asset Management
California
$6K 355
SPIA
71
Steward Partners Investment Advisory
New York
$4K 250 +250 New
TRCT
72
Tower Research Capital (TRC)
New York
$1K 34 -1,054 -97%
CFGS
73
Concourse Financial Group Securities
Alabama