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Coastal Financial
CCB

71 hedge funds and large institutions have $162M invested in Coastal Financial in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

19% more capital invested

Capital invested by funds: $136M → $162M (+$25.4M)

13% more funds holding

Funds holding: 63 → 71 (+8)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

2.79% less ownership

Funds ownership: 54.38% → 51.59% (-2.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
21
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
EAM Investors
California
+$1.38M
2
MCM
Maltese Capital Management
New York
+$1.37M
3
GCIA
Gabelli & Co Investment Advisers
New York
+$1.09M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.06M
5
BlackRock
BlackRock
New York
+$929K

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$11.2M
2
HPCM
Hunter Perkins Capital Management
Illinois
-$784K
3
EC
EJF Capital
Virginia
-$718K
4
PAM
Panagora Asset Management
Massachusetts
-$460K
5
Morgan Stanley
Morgan Stanley
New York
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$196K – – –
FHC
52
First Horizon Corporation
Tennessee
$181K +$10.2K +412 +6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$172K +$8.11K +328 +5%
TCM
54
Tradewinds Capital Management
Washington
$108K – – –
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$97.2K +$41.1K +1,662 +81%
UBS Group
56
UBS Group
Switzerland
$58K -$8.08K -327 -13%
IAIM
57
International Assets Investment Management
Florida
$51K – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$41K +$38.9K +1,572 New
APA
59
American Portfolios Advisors
New York
$29.9K +$18.6K +752 +194%
Legal & General Group
60
Legal & General Group
United Kingdom
$22K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$18K -$58.1K -2,351 -78%
MFIM
62
Mesirow Financial Investment Management
Illinois
$18K +$7.44K +301 +75%
Citigroup
63
Citigroup
New York
$16K -$27.6K -1,118 -65%
AIP
64
Ameritas Investment Partners
Nebraska
$14K – – –
Lazard Asset Management
65
Lazard Asset Management
New York
$14K +$13.9K +561 New
CAM
66
ClariVest Asset Management
California
$9K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$7K -$28.4K -1,150 -81%
IAS
68
IMA Advisory Services
Colorado
$5K – – –
MAM
69
Meeder Asset Management
Ohio
$3K +$2.97K +120 New
AIG
70
American International Group
New York
$139 +$346 +14 +0.3%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$16 +$14.8K +600 New
BCI
72
Brinker Capital Investments
Pennsylvania
– -$11.2M -532,060 Closed
HSBC Holdings
73
HSBC Holdings
United Kingdom
– -$290K -13,915 Closed
1 2
3

CCB Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q1 2021, worth a combined $162M — up 19% from $136M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CCB positions and 2 closed out — a net gain of 8 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.38M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $11.2M sold.

  • 71 institutional investors held Coastal Financial (CCB) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $162M of Coastal Financial stock for Q1 2021, up 19% quarter-over-quarter.
  • 10 funds opened new Coastal Financial positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest Coastal Financial buyer in Q1 2021 was EAM Investors, an estimated $1.38M added.
  • The largest Coastal Financial seller in Q1 2021 was Brinker Capital Investments, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2021.