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Coastal Financial
CCB

Overview Fund Activity

104 hedge funds and large institutions have $285M invested in Coastal Financial in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
41
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$5.72M
2
JAM
2
Jacobs Asset Management
New York
$4.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$7.66M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.2M
5
BFM
5
Boothbay Fund Management
New York
$4.57M

Top Sellers

1
EI
1
EAM Investors
California
$0
2
HAI
2
Hennessy Advisors Inc
California
$0
3
FCM
3
FJ Capital Management
Virginia
$0
4
EGI
4
EAM Global Investors
California
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
ROC
51
River Oaks Capital
Minnesota
$686K 18,000 +3,198 +22%
MFS
52
Madrona Financial Services
Washington
$648K 17,000 – –
Osaic Holdings
53
Osaic Holdings
Arizona
$591K 15,517 +929 +6%
EGM
54
Engineers Gate Manager
New York
$515K 13,499 -5,922 -30%
PCM
55
Prelude Capital Management
New York
$503K 13,208 +1,062 +9%
GCIA
56
Gabelli & Co Investment Advisers
New York
$477K 12,500 – –
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$459K 12,032 +2,216 +23%
PA
58
Parallel Advisors
California
$458K 12,007 +411 +4%
IB
59
Intrust Bank
Kansas
$455K 11,920 +358 +3%
US Bancorp
60
US Bancorp
Minnesota
$409K 10,738 +6,813 +174%
MFIM
61
Mesirow Financial Investment Management
Illinois
$377K 9,882 -27 -0.3%
Principal Financial Group
62
Principal Financial Group
Iowa
$329K 8,617 +8,617 New
MML Investors Services
63
MML Investors Services
Massachusetts
$315K 8,266 +430 +5%
Morgan Stanley
64
Morgan Stanley
New York
$300K 7,850 -6,216 -44%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$299K 7,856 +7,856 New
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$288K 7,549 -17 -0.2%
CSS
67
Cubist Systematic Strategies
Connecticut
$280K 7,341 -683 -9%
WHG
68
Westwood Holdings Group
Texas
$254K 6,658 +6,658 New
JF
69
Jump Financial
Illinois
$217K 5,700 – –
AQR Capital Management
70
AQR Capital Management
Connecticut
$217K 5,699 – –
SGI
71
Summit Global Investments
Utah
$217K 5,700 +5,700 New
FHA
72
First Horizon Advisors
Tennessee
$213K 5,608 -1,566 -22%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$210K 5,509 – –
First Trust Advisors
74
First Trust Advisors
Illinois
$209K 5,484 -635 -10%
MIM
75
MetLife Investment Management
New Jersey
$206K 5,396 – –
1 2
3
4 5