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Coastal Financial
CCB

Overview Fund Activity

79 hedge funds and large institutions have $206M invested in Coastal Financial in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
24
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCA
1
Mendon Capital Advisors
Florida
$3.37M
2
BFM
2
Boothbay Fund Management
New York
$2.23M
3
SCC
3
Second Curve Capital
Pennsylvania
$2.13M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.99M
5
ERSOT
5
Employees Retirement System of Texas
Texas
$1.59M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$13.4M
2
HPCM
2
Hunter Perkins Capital Management
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$32K
5
California State Teachers Retirement System (CalSTRS)
5
California State Teachers Retirement System (CalSTRS)
California
$163K
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$241K -$64 -2 -0%
MML Investors Services
52
MML Investors Services
Massachusetts
$235K -$53.4K -1,677 -19%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$233K -$3.54K -111 -1%
TA
54
Tiedemann Advisors
New York
$232K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$213K +$10.9K +343 +5%
Goldman Sachs
56
Goldman Sachs
New York
$201K +$201K +6,296 New
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$201K +$201K +6,300 New
AIG
58
American International Group
New York
$165K -$3.92K -123 -2%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$163K -$252K -7,899 -61%
TCM
60
Tradewinds Capital Management
Washington
$131K – – –
SG Americas Securities
61
SG Americas Securities
New York
$129K +$129K +4,056 New
Barclays
62
Barclays
United Kingdom
$123K +$84K +2,642 +216%
MIM
63
MetLife Investment Management
New Jersey
$110K +$110K +3,437 New
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$82.8K +$82.8K +2,600 New
Morgan Stanley
65
Morgan Stanley
New York
$66K -$50.3K -1,581 -43%
Bank of America
66
Bank of America
North Carolina
$55K -$5.67K -179 -9%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$53.1K +$43.4K +1,363 +448%
DWA
68
Dorsey Wright & Associates
California
$50K +$3.91K +124 +8%
APA
69
American Portfolios Advisors
New York
$42.5K +$5.29K +166 +14%
Citigroup
70
Citigroup
New York
$35K +$20.7K +650 +144%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$32K -$289K -9,264 -90%
Legal & General Group
72
Legal & General Group
United Kingdom
$28K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$22K -$10.6K -327 -33%
Lazard Asset Management
74
Lazard Asset Management
New York
$17K – – –
AIP
75
Ameritas Investment Partners
Nebraska
$17K – – –
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