Coastal Financial
111 hedge funds and large institutions have $336M invested in Coastal Financial in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
1.82% less ownership
Funds ownership: 58.63% → 56.81% (-1.8%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
111
Holding in Top 10
4
Calls
$489K
Puts
–
Top Buyers
| 1 | +$3.66M | |
| 2 | +$2.18M | |
| 3 | +$2.13M | |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$2.08M |
| 5 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
+$1.82M |
Top Sellers
| 1 | -$25.7M | |
| 2 | -$1.74M | |
| 3 | -$1.04M | |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$767K |
| 5 |
JPMorgan Chase & Co
New York
|
-$600K |