Coastal Financial
CCB
104 hedge funds and large institutions have $285M invested in Coastal Financial in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 34
3.21% more ownership
Funds ownership: 56.81% → 60.02% (+3.2%)
6% less funds holding
Funds holding: 111 → 104 (-7)
15% less capital invested
Capital invested by funds: $336M → $285M (-$50.4M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HT
HighTower Trust
Houston,
Texas
|
+$11.2M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$6.02M |
| 3 |
JAM
Jacobs Asset Management
New York
|
+$4.74M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.88M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$2.4M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$2.06M |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$2.04M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.42M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.36M |
CCB Hedge Fund Activity: Q2 2022 in Review
104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q2 2022, worth a combined $285M — down 15% from $336M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CCB and 10 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 41 added.
The largest buyer was HighTower Trust, opening a new position worth an estimated $11.2M. The largest seller was EAM Investors, exiting entirely with an estimated $2.4M sold.
- 104 institutional investors held Coastal Financial (CCB) as of Q2 2022, down from 111 in Q1 2022.
- Funds reported $285M of Coastal Financial stock for Q2 2022, down 15% quarter-over-quarter.
- 10 funds opened new Coastal Financial positions in Q2 2022 and 14 closed out, a net change of -4 holders.
- The largest Coastal Financial buyer in Q2 2022 was HighTower Trust, an estimated $11.2M added.
- The largest Coastal Financial seller in Q2 2022 was EAM Investors, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2022.