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Coastal Financial

109 hedge funds and large institutions have $290M invested in Coastal Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
7
Increased
40
Reduced
38
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAWM
76
Capital Advisors Wealth Management
Washington
$262K
UBS Group
77
UBS Group
Switzerland
$255K +$3.73K +99 +1%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$250K -$116K -3,093 -32%
GCP
79
GSA Capital Partners
United Kingdom
$246K -$886K -23,489 -78%
PWG
80
Portside Wealth Group
Utah
$237K +$237K +6,304 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$218K +$119K +3,150 +119%
Osaic Holdings
82
Osaic Holdings
Arizona
$215K -$166K -4,409 -44%
ACP
83
Arcus Capital Partners
Georgia
$207K +$207K +5,500 New
Deutsche Bank
84
Deutsche Bank
Germany
$206K -$59.1K -1,570 -22%
MIM
85
MetLife Investment Management
New Jersey
$203K
Jane Street
86
Jane Street
New York
$203K +$203K +5,391 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$203K -$21.6K -574 -10%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$198K -$339 -9 -0.2%
AIG
89
American International Group
New York
$196K +$3.28K +87 +2%
Wells Fargo
90
Wells Fargo
California
$171K -$53.9K -1,431 -24%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$151K +$53.3K +1,424 +55%
TCM
92
Tradewinds Capital Management
Washington
$151K
Bank of America
93
Bank of America
North Carolina
$146K -$41.9K -1,114 -22%
FHA
94
First Horizon Advisors
Tennessee
$94K +$3.65K +97 +4%
SAM
95
Shell Asset Management
Netherlands
$79K +$79K +2,089 New
FPF
96
First Pacific Financial
Washington
$77.4K +$77.4K +2,056 New
Lazard Asset Management
97
Lazard Asset Management
New York
$76K
AB
98
Amalgamated Bank
New York
$62K +$6.26K +166 +11%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$40K
POIA
100
Pin Oak Investment Advisors
Texas
$30K +$30K +800 New