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Coastal Financial

109 hedge funds and large institutions have $290M invested in Coastal Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
7
Increased
40
Reduced
38
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ROC
51
River Oaks Capital
Minnesota
$678K
Truist Financial
52
Truist Financial
North Carolina
$649K +$25.8K +685 +4%
Prudential Financial
53
Prudential Financial
New Jersey
$647K -$82.8K -2,200 -11%
CCM
54
Cox Capital Management
Massachusetts
$642K +$16.4K +435 +3%
Millennium Management
55
Millennium Management
New York
$616K -$108K -2,861 -15%
Barclays
56
Barclays
United Kingdom
$610K +$171K +4,537 +39%
Citadel Advisors
57
Citadel Advisors
Florida
$603K +$384K +10,205 +175%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$533K -$6.11K -162 -1%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$531K +$14.2K +378 +3%
Morgan Stanley
60
Morgan Stanley
New York
$526K -$484K -12,867 -48%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$472K -$40.9K -1,085 -8%
IB
62
Intrust Bank
Kansas
$453K -$19.3K -512 -4%
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$449K +$145K +3,846 +48%
CIC
64
Cornercap Investment Counsel
Georgia
$435K
NYLIM
65
New York Life Investment Management
New York
$431K -$51.4K -1,365 -11%
SGI
66
Summit Global Investments
Utah
$410K
US Bancorp
67
US Bancorp
Minnesota
$403K
Rafferty Asset Management
68
Rafferty Asset Management
New York
$354K +$52.4K +1,393 +17%
CS
69
Credit Suisse
Switzerland
$344K +$2.15K +57 +0.6%
Citigroup
70
Citigroup
New York
$327K +$315K +8,377 +2,676%
MFIM
71
Mesirow Financial Investment Management
Illinois
$323K -$51.8K -1,376 -14%
AA
72
ALPS Advisors
Colorado
$308K +$2.26K +60 +0.7%
Legal & General Group
73
Legal & General Group
United Kingdom
$302K +$137K +3,645 +83%
PA
74
Parallel Advisors
California
$293K
VF
75
Virtu Financial
New York
$269K +$269K +7,156 New