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Coastal Financial

114 hedge funds and large institutions have $294M invested in Coastal Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 4 closing their positions.

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
39
Reduced
33
Closed
4
Calls
Puts
$715K
Net Calls
-$715K
Net Calls Change
-$715K
Name Market Value Shares Shares
Change
Shares
Change %
SGI
76
Summit Global Investments
Utah
$227K 5,700
AQR Capital Management
77
AQR Capital Management
Connecticut
$226K 5,699
MIM
78
MetLife Investment Management
New Jersey
$214K 5,396
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$211K 5,321 -188 -3%
ATPW
80
Ashton Thomas Private Wealth
Arizona
$210K 5,279
EGM
81
Engineers Gate Manager
New York
$206K 5,187 -8,312 -62%
Deutsche Bank
82
Deutsche Bank
Germany
$199K 5,001 -161 -3%
AIG
83
American International Group
New York
$197K 4,952 +71 +1%
FHA
84
First Horizon Advisors
Tennessee
$196K 4,941 -667 -12%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$189K 4,800
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$164K 4,117 -343 -8%
DFCM
87
Dark Forest Capital Management
Puerto Rico
$162K 4,086 +4,086 New
TCM
88
Tradewinds Capital Management
Washington
$159K 4,005
Wells Fargo
89
Wells Fargo
California
$137K 3,448 +3,119 +948%
Barclays
90
Barclays
United Kingdom
$125K 3,133 +2,611 +500%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$116K 2,927 +69 +2%
Lazard Asset Management
92
Lazard Asset Management
New York
$81K 2,039
AB
93
Amalgamated Bank
New York
$67K 1,679 +25 +2%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$65.7K 1,653 -697 -30%
TRCT
95
Tower Research Capital (TRC)
New York
$61K 1,528 +1,004 +192%
Legal & General Group
96
Legal & General Group
United Kingdom
$49K 1,228 +124 +11%
Acadian Asset Management
97
Acadian Asset Management
Massachusetts
$48K 1,221 -24,588 -95%
AIP
98
Ameritas Investment Partners
Nebraska
$29K 740
ACM
99
Aquatic Capital Management
Illinois
$28K 700 +700 New
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$25.5K 641