CCB icon

Coastal Financial

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$196K
FHC
52
First Horizon Corporation
Tennessee
$181K +$10.8K +412 +6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$172K +$8.58K +328 +5%
TCM
54
Tradewinds Capital Management
Washington
$108K
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$97.2K +$43.6K +1,662 +81%
UBS Group
56
UBS Group
Switzerland
$58K -$8.6K -327 -13%
IAIM
57
International Assets Investment Management
Florida
$51K
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$41K +$41K +1,572 New
APA
59
American Portfolios Advisors
New York
$29.9K +$19.7K +752 +194%
Legal & General Group
60
Legal & General Group
United Kingdom
$22K
TRCT
61
Tower Research Capital (TRC)
New York
$18K -$63K -2,351 -78%
MFIM
62
Mesirow Financial Investment Management
Illinois
$18K +$7.7K +301 +75%
Citigroup
63
Citigroup
New York
$16K -$29.7K -1,118 -65%
AIP
64
Ameritas Investment Partners
Nebraska
$14K
Lazard Asset Management
65
Lazard Asset Management
New York
$14K +$14K +561 New
CAM
66
ClariVest Asset Management
California
$9K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$7K -$30.5K -1,150 -81%
IAS
68
IMA Advisory Services
Colorado
$5K
MAM
69
Meeder Asset Management
Ohio
$3K +$3K +120 New
AIG
70
American International Group
New York
$139 +14 +0.3%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$16 +$16 +600 New
BCI
72
Brinker Capital Investments
Pennsylvania
-$11.2M -532,060 Closed
HSBC Holdings
73
HSBC Holdings
United Kingdom
-$290K -13,915 Closed