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Coastal Financial

129 hedge funds and large institutions have $356M invested in Coastal Financial in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
27
Increased
43
Reduced
37
Closed
11
Calls
$623K
Puts
Net Calls
+$623K
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
76
Parallel Advisors
California
$438K -$9.17K -193 -2%
CS
77
Credit Suisse
Switzerland
$431K +$428K +9,009 +15,269%
SGI
78
Summit Global Investments
Utah
$394K +$123K +2,600 +46%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$360K -$285 -6 -0.1%
AG
80
Algert Global
California
$341K +$57.5K +1,210 +20%
CSS
81
Cubist Systematic Strategies
Connecticut
$325K -$392K -8,243 -55%
UBS AM
82
UBS AM
Illinois
$290K +$290K +6,100 New
ECM
83
Evergreen Capital Management
Washington
$286K +$7.13K +150 +3%
MML Investors Services
84
MML Investors Services
Massachusetts
$278K -$12.5K -263 -4%
DTL
85
Dynamic Technology Lab
Singapore
$278K +$278K +5,840 New
AQR Capital Management
86
AQR Capital Management
Connecticut
$273K +$2.57K +54 +0.9%
OQS
87
Occudo Quantitative Strategies
Florida
$273K +$273K +5,747 New
Bank of America
88
Bank of America
North Carolina
$258K -$30.4K -640 -11%
MIM
89
MetLife Investment Management
New Jersey
$256K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$253K
ATPW
91
Ashton Thomas Private Wealth
Arizona
$251K
Bank of Nova Scotia
92
Bank of Nova Scotia
Ontario, Canada
$250K +$250K +5,271 New
LS
93
Livforsakringsbolaget Skandia
Sweden
$242K +$242K +5,100 New
Deutsche Bank
94
Deutsche Bank
Germany
$241K +$3.42K +72 +1%
LNWTC
95
Laird Norton Wetherby Trust Company
Washington
$238K +$238K +5,000 New
AIG
96
American International Group
New York
$234K -$903 -19 -0.4%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$228K
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$207K +$68K +1,431 +49%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$206K +$206K +4,333 New
VOYA Investment Management
100
VOYA Investment Management
Georgia
$204K +$204K +4,295 New