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Coastal Financial
CCB

Overview Fund Activity

99 hedge funds and large institutions have $344M invested in Coastal Financial in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
39
Reduced
19
Closed
3
Calls
$45K
Puts
$55K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$29.3M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.11M
3
BlackRock
3
BlackRock
New York
$33.1M
4
EC
4
EJF Capital
Virginia
$50.1M
5
SCC
5
Second Curve Capital
Pennsylvania
$5.76M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$2.53M
2
BFM
2
Boothbay Fund Management
New York
$0
3
MCM
3
Maltese Capital Management
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$16.1M
5
GCIA
5
Gabelli & Co Investment Advisers
New York
$810K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$560K +$30.3K +599 +6%
IB
52
Intrust Bank
Kansas
$541K +$5.67K +112 +1%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$526K +$526K +10,400 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$478K -$8.65K -171 -2%
MML Investors Services
55
MML Investors Services
Massachusetts
$414K +$40.4K +799 +11%
PCM
56
Prelude Capital Management
New York
$390K – – –
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$383K +$355 +7 +0.1%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$370K – – –
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$370K +$50.7K +1,000 +16%
FHA
60
First Horizon Advisors
Tennessee
$359K -$39.1K -772 -10%
Bank of America
61
Bank of America
North Carolina
$331K +$243K +4,797 +276%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$311K +$227K +4,478 +269%
Deutsche Bank
63
Deutsche Bank
Germany
$295K -$475K -9,393 -62%
AQR Capital Management
64
AQR Capital Management
Connecticut
$288K +$288K +5,699 New
First Trust Advisors
65
First Trust Advisors
Illinois
$282K +$282K +5,574 New
Wells Fargo
66
Wells Fargo
California
$274K +$272K +5,376 +14,530%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$267K +$267K +5,279 New
TA
68
Tiedemann Advisors
New York
$267K -$101K -2,000 -28%
ECM
69
Evergreen Capital Management
Washington
$267K +$267K +5,279 New
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$259K – – –
Morgan Stanley
71
Morgan Stanley
New York
$256K +$151K +2,979 +144%
AIG
72
American International Group
New York
$255K -$7.61K -150 -3%
Goldman Sachs
73
Goldman Sachs
New York
$254K -$65.3K -1,287 -20%
LNWTC
74
Laird Norton Wetherby Trust Company
Washington
$253K +$253K +5,000 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$250K -$89.7K -1,767 -26%
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3
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