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Coastal Financial
CCB

Overview Fund Activity

99 hedge funds and large institutions have $344M invested in Coastal Financial in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
39
Reduced
19
Closed
3
Calls
$45K
Puts
$55K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$29.3M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.11M
3
BlackRock
3
BlackRock
New York
$33.1M
4
EC
4
EJF Capital
Virginia
$50.1M
5
SCC
5
Second Curve Capital
Pennsylvania
$5.76M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$2.53M
2
BFM
2
Boothbay Fund Management
New York
$0
3
MCM
3
Maltese Capital Management
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$16.1M
5
GCIA
5
Gabelli & Co Investment Advisers
New York
$810K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
76
Baker Tilly Wealth Management
Wisconsin
$224K +$224K +4,428 New
TCM
77
Tradewinds Capital Management
Washington
$210K +$2.53K +50 +1%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$205K +$205K +4,048 New
CCM
79
Cox Capital Management
Massachusetts
$202K +$202K +4,000 New
MIM
80
MetLife Investment Management
New Jersey
$174K – – –
UBS Group
81
UBS Group
Switzerland
$148K +$148K +2,926 New
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$132K – – –
Citigroup
83
Citigroup
New York
$113K +$57.6K +1,142 +104%
DWA
84
Dorsey Wright & Associates
California
$93K +$12.6K +248 +16%
APA
85
American Portfolios Advisors
New York
$67.5K – – –
Russell Investments Group
86
Russell Investments Group
United Kingdom
$51K – – –
Lazard Asset Management
87
Lazard Asset Management
New York
$51K +$22.9K +456 +81%
Legal & General Group
88
Legal & General Group
United Kingdom
$45K – – –
AIP
89
Ameritas Investment Partners
Nebraska
$37K +$10.5K +210 +40%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.2K +$3.07K +60,728 +10%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$29K – – –
TRCT
92
Tower Research Capital (TRC)
New York
$19K -$15.1K -300 -44%
US Bancorp
93
US Bancorp
Minnesota
$19K +$19K +376 New
CAM
94
ClariVest Asset Management
California
$18K – – –
ACM
95
Aquatic Capital Management
Illinois
$15K +$15K +300 New
IAS
96
IMA Advisory Services
Colorado
$10K – – –
Schroder Investment Management Group
97
Schroder Investment Management Group
United Kingdom
$10K +$10K +196 New
MAM
98
Meeder Asset Management
Ohio
$4K +$4K +83 New
Simplex Trading
99
Simplex Trading
Illinois
$4K +$4K +97 New
BFM
100
Boothbay Fund Management
New York
– -$2.23M -70,000 Closed
1 2 3
4
5