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Coastal Financial
CCB

Overview Fund Activity

117 hedge funds and large institutions have $333M invested in Coastal Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
39
Closed
10
Calls
$206K
Puts
$300K
Net Calls
-$94K
Net Calls Change
-$94K

Top Buyers

1
Invesco
1
Invesco
Georgia
$3.58M
2
SCA
2
Stieven Capital Advisors
Missouri
$2.37M
3
GKIM
3
GW&K Investment Management
Massachusetts
$13M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$2.23M
5
KCM
5
Kennedy Capital Management
Missouri
$11.3M

Top Sellers

1
HIM
1
Harbour Investment Management
Washington
$0
2
EC
2
EJF Capital
Virginia
$5.64M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$449K
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
51
Madrona Financial Services
Washington
$792K – – –
Ameriprise
52
Ameriprise
Minnesota
$780K +$780K +18,184 New
ROC
53
River Oaks Capital
Minnesota
$772K – – –
Truist Financial
54
Truist Financial
North Carolina
$749K +$9.74K +227 +1%
Barclays
55
Barclays
United Kingdom
$722K +$27.3K +636 +4%
Morgan Stanley
56
Morgan Stanley
New York
$633K +$33.8K +787 +6%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$606K +$601 +14 +0.1%
IB
58
Intrust Bank
Kansas
$556K +$40.5K +943 +8%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$530K -$7.94K -185 -1%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$523K +$11.1K +258 +2%
Millennium Management
61
Millennium Management
New York
$517K -$185K -4,314 -26%
Teacher Retirement System of Texas
62
Teacher Retirement System of Texas
Texas
$477K -$129K -3,017 -21%
US Bancorp
63
US Bancorp
Minnesota
$459K – – –
Renaissance Technologies
64
Renaissance Technologies
New York
$449K -$932K -21,733 -67%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$434K +$185K +4,315 +74%
NYLIM
66
New York Life Investment Management
New York
$424K -$67.5K -1,573 -14%
CS
67
Credit Suisse
Switzerland
$420K +$28.8K +670 +7%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$418K +$418K +9,742 New
MFIM
69
Mesirow Financial Investment Management
Illinois
$368K – – –
AQR Capital Management
70
AQR Capital Management
Connecticut
$353K +$353K +8,215 New
Legal & General Group
71
Legal & General Group
United Kingdom
$340K -$4.16K -97 -1%
Simplex Trading
72
Simplex Trading
Illinois
$335K +$335K +7,826 New
PA
73
Parallel Advisors
California
$334K – – –
RP
74
Riverwater Partners
Wisconsin
$332K +$332K +7,728 New
CCM
75
Channing Capital Management
Illinois
$318K +$318K +7,406 New
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3
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