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Coastal Financial

119 hedge funds and large institutions have $308M invested in Coastal Financial in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
41
Reduced
41
Closed
13
Calls
$381K
Puts
Net Calls
+$381K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Shares
Change %
CS
51
Credit Suisse
Switzerland
$734K +$14K +361 +2%
MFS
52
Madrona Financial Services
Washington
$718K
DAS
53
Diversify Advisory Services
Utah
$714K +$714K +18,699 New
Truist Financial
54
Truist Financial
North Carolina
$632K -$1.36K -35 -0.2%
Ameriprise
55
Ameriprise
Minnesota
$597K -$16.7K -430 -3%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$562K +$17.4K +447 +3%
IB
57
Intrust Bank
Kansas
$519K +$14.2K +366 +3%
UBS Group
58
UBS Group
Switzerland
$496K +$199K +5,116 +67%
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$480K -$29.4K -756 -6%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$450K +$68.6K +1,766 +18%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$437K -$24.4K -628 -5%
Bank of America
62
Bank of America
North Carolina
$422K -$227K -5,839 -35%
US Bancorp
63
US Bancorp
Minnesota
$416K
Rafferty Asset Management
64
Rafferty Asset Management
New York
$400K -$16.2K -418 -4%
EMFAT
65
Emerald Mutual Fund Advisers Trust
Pennsylvania
$389K -$634K -16,300 -62%
AQR Capital Management
66
AQR Capital Management
Connecticut
$380K +$68K +1,749 +22%
NYLIM
67
New York Life Investment Management
New York
$376K +$3.07K +79 +0.8%
ETC
68
Exchange Traded Concepts
Oklahoma
$374K +$374K +9,618 New
Citigroup
69
Citigroup
New York
$358K +$48.1K +1,237 +16%
ECM
70
ExodusPoint Capital Management
New York
$354K +$354K +9,117 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$329K +$110K +2,838 +50%
Jane Street
72
Jane Street
New York
$316K +$60.1K +1,546 +23%
JF
73
Jump Financial
Illinois
$310K +$310K +7,988 New
Legal & General Group
74
Legal & General Group
United Kingdom
$306K -$1.05K -27 -0.3%
PA
75
Parallel Advisors
California
$302K