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Coastal Financial

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.

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
41
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ATPW
76
Ashton Thomas Private Wealth
Arizona
$201K 5,279
ECM
77
Evergreen Capital Management
Washington
$201K 5,279
Deutsche Bank
78
Deutsche Bank
Germany
$196K 5,162 -235 -4%
AIG
79
American International Group
New York
$186K 4,881 -163 -3%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$182K 4,800
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$170K 4,460 +97 +2%
TCM
82
Tradewinds Capital Management
Washington
$153K 4,005 -150 -4%
Bank of America
83
Bank of America
North Carolina
$133K 3,491 -4,376 -56%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$109K 2,858 -981 -26%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$89.6K 2,350 -3,537 -60%
Lazard Asset Management
86
Lazard Asset Management
New York
$77K 2,039 +1,022 +100%
AB
87
Amalgamated Bank
New York
$63K 1,654 +240 +17%
DWA
88
Dorsey Wright & Associates
California
$58K 1,522 -93 -6%
Legal & General Group
89
Legal & General Group
United Kingdom
$42K 1,104 +100 +10%
AIP
90
Ameritas Investment Partners
Nebraska
$28K 740
Citigroup
91
Citigroup
New York
$26K 677 +288 +74%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$24.4K 641
TRCT
93
Tower Research Capital (TRC)
New York
$20K 524 -3,730 -88%
Barclays
94
Barclays
United Kingdom
$20K 522 -1,129 -68%
APA
95
American Portfolios Advisors
New York
$18.4K 483 -96 -17%
HT
96
HighTower Trust
Texas
$17.2K 278,541 +278,541 New
Wells Fargo
97
Wells Fargo
California
$12K 329 -1,939 -85%
Federated Hermes
98
Federated Hermes
Pennsylvania
$9K 246 +100 +68%
IAS
99
IMA Advisory Services
Colorado
$8K 207
Fidelity Investments
100
Fidelity Investments
Massachusetts
$4K 113 +36 +47%