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Coastal Financial
CCB

63 hedge funds and large institutions have $136M invested in Coastal Financial in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $71.5M → $136M (+$65M)

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5.46% more ownership

Funds ownership: 48.92% → 54.38% (+5.5%)

3% more funds holding

Funds holding: 61 → 63 (+2)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
26
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$7.02M
2
HPCM
Hunter Perkins Capital Management
Illinois
+$4.2M
3
BlackRock
BlackRock
New York
+$766K
4
TC
TownSquare Capital
Utah
+$593K
5
ACM
Advisors Capital Management
New Jersey
+$390K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$719K
2
GCIA
Gabelli & Co Investment Advisers
New York
-$586K
3
EC
EJF Capital
Virginia
-$294K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$239K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$63K -$121K -6,806 -69%
UBS Group
52
UBS Group
Switzerland
$53K +$38.9K +2,178 +614%
IAIM
53
International Assets Investment Management
Florida
$51K +$43K +2,408 New
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$42.9K -$1.27K -71 -3%
Citigroup
55
Citigroup
New York
$36K +$22.9K +1,284 +294%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$31K +$17.7K +993 +236%
Legal & General Group
57
Legal & General Group
United Kingdom
$18K – – –
AIP
58
Ameritas Investment Partners
Nebraska
$11K – – –
MFIM
59
Mesirow Financial Investment Management
Illinois
$8.46K +$7.19K +403 New
APA
60
American Portfolios Advisors
New York
$8.13K – – –
CAM
61
ClariVest Asset Management
California
$7K – – –
IAS
62
IMA Advisory Services
Colorado
$4K – – –
AIG
63
American International Group
New York
$111 -$2.69K -151 -3%
GCIA
64
Gabelli & Co Investment Advisers
New York
– -$586K -47,800 Closed
Goldman Sachs
65
Goldman Sachs
New York
– -$160K -13,033 Closed
TA
66
Tiedemann Advisors
New York
– -$145K -11,820 Closed
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$15K -1,227 Closed
MAM
68
Meeder Asset Management
Ohio
– -$2K -143 Closed
1 2
3

CCB Hedge Fund Activity: Q4 2020 in Review

63 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2020, worth a combined $136M — up 91% from $71.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CCB positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $7.02M. The largest seller was Banc Funds Company, cutting an estimated $719K.

  • 63 institutional investors held Coastal Financial (CCB) as of Q4 2020, up from 61 in Q3 2020.
  • Funds reported $136M of Coastal Financial stock for Q4 2020, up 91% quarter-over-quarter.
  • 7 funds opened new Coastal Financial positions in Q4 2020 and 5 closed out, a net change of +2 holders.
  • The largest Coastal Financial buyer in Q4 2020 was Brinker Capital Investments, an estimated $7.02M added.
  • The largest Coastal Financial seller in Q4 2020 was Banc Funds Company, an estimated $719K sold.

Based on aggregated 13F filings for Q4 2020.