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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.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$381K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.39M
2 +$3.05M
3 +$2.34M
4
BFM
Boothbay Fund Management
New York
+$2.33M
5
Franklin Resources
Franklin Resources
California
+$2.11M

Top Sellers

1 -$5.76M
2 -$3.08M
3 -$2.74M
4
Invesco
Invesco
Georgia
-$2.34M
5
Morgan Stanley
Morgan Stanley
New York
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$734K
52
$718K
53
$714K
54
$632K
55
$597K
56
$562K
57
$519K
58
$496K
59
$480K
60
$450K
61
$437K
62
$422K
63
$416K
64
$400K
65
$389K
66
$380K
67
$376K
68
$374K
69
$358K
70
$354K
71
$329K
72
$316K
73
$310K
74
$306K
75
$302K