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Coastal Financial

124 hedge funds and large institutions have $278M invested in Coastal Financial in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 25 closing their positions.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
44
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSS
76
Cubist Systematic Strategies
Connecticut
$348K 9,671 +2,830 +41%
CS
77
Credit Suisse
Switzerland
$327K 9,071 +3 +0%
AA
78
ALPS Advisors
Colorado
$292K 8,120 +8,120 New
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$291K 8,082 +3,749 +87%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$288K 8,000 +8,000 New
PA
81
Parallel Advisors
California
$280K 7,778 -1,439 -16%
Deutsche Bank
82
Deutsche Bank
Germany
$254K 7,046 +1,973 +39%
CAWM
83
Capital Advisors Wealth Management
Washington
$251K 6,964 +6,964 New
UBS Group
84
UBS Group
Switzerland
$241K 6,682 +3,354 +101%
XT
85
XTX Topco
Cayman Islands
$218K 6,058 +6,058 New
Wells Fargo
86
Wells Fargo
California
$216K 5,986 +2,525 +73%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$215K 5,963 +642 +12%
Citadel Advisors
88
Citadel Advisors
Florida
$210K 5,820 -6,528 -53%
GCM
89
Graham Capital Management
Connecticut
$208K 5,780 +5,780 New
MIM
90
MetLife Investment Management
New Jersey
$194K 5,396
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$190K 5,271 -2,296 -30%
AIG
92
American International Group
New York
$184K 5,123 +190 +4%
Bank of America
93
Bank of America
North Carolina
$179K 4,982 -443 -8%
SG Americas Securities
94
SG Americas Securities
New York
$161K 4,475 +4,475 New
Legal & General Group
95
Legal & General Group
United Kingdom
$158K 4,382 +262 +6%
TCM
96
Tradewinds Capital Management
Washington
$144K 4,005
TRCT
97
Tower Research Capital (TRC)
New York
$139K 3,861 +3,439 +815%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$95.3K 2,647 +1,320 +99%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$94K 2,610 -1,748 -40%
FHA
100
First Horizon Advisors
Tennessee
$86.4K 2,399 -654 -21%