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Coastal Financial

69 hedge funds and large institutions have $184M invested in Coastal Financial in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
25
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$212K +$167K +5,839 +371%
TA
52
Tiedemann Advisors
New York
$208K -$58.7K -2,050 -22%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$182K -$6.45K -225 -3%
TCM
54
Tradewinds Capital Management
Washington
$117K
Morgan Stanley
55
Morgan Stanley
New York
$104K -$473K -16,608 -82%
Bank of America
56
Bank of America
North Carolina
$55K -$267K -9,301 -83%
DWA
57
Dorsey Wright & Associates
California
$42K +$42K +1,460 New
Barclays
58
Barclays
United Kingdom
$35K -$182K -6,372 -84%
APA
59
American Portfolios Advisors
New York
$33.4K +$828 +29 +3%
TRCT
60
Tower Research Capital (TRC)
New York
$29K +$9.61K +333 +50%
Legal & General Group
61
Legal & General Group
United Kingdom
$25K +$1.35K +48 +6%
Lazard Asset Management
62
Lazard Asset Management
New York
$16K
AIP
63
Ameritas Investment Partners
Nebraska
$15K
Citigroup
64
Citigroup
New York
$13K -$4.42K -153 -25%
CAM
65
ClariVest Asset Management
California
$10K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$8.68K -$97.2K -3,402 -92%
IAS
67
IMA Advisory Services
Colorado
$6K
AIG
68
American International Group
New York
$151 +4 +0.1%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$17
Wells Fargo
70
Wells Fargo
California
-$411K -15,625 Closed
IAIM
71
International Assets Investment Management
Florida
-$51K -2,408 Closed
UBS Group
72
UBS Group
Switzerland
-$58K -2,206 Closed
MFIM
73
Mesirow Financial Investment Management
Illinois
-$18K -704 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$7K -264 Closed
MAM
75
Meeder Asset Management
Ohio
-$3K -120 Closed