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Coastal Financial
CCB

Overview Fund Activity

117 hedge funds and large institutions have $333M invested in Coastal Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
39
Closed
10
Calls
$206K
Puts
$300K
Net Calls
-$94K
Net Calls Change
-$94K

Top Buyers

1
Invesco
1
Invesco
Georgia
$3.58M
2
SCA
2
Stieven Capital Advisors
Missouri
$2.37M
3
GKIM
3
GW&K Investment Management
Massachusetts
$13M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$2.23M
5
KCM
5
Kennedy Capital Management
Missouri
$11.3M

Top Sellers

1
HIM
1
Harbour Investment Management
Washington
$0
2
EC
2
EJF Capital
Virginia
$5.64M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$449K
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
76
Magnus Financial Group
New York
$306K +$306K +7,127 New
Osaic Holdings
77
Osaic Holdings
Arizona
$294K +$49K +1,141 +20%
CAWM
78
Capital Advisors Wealth Management
Washington
$277K -$21.5K -500 -7%
PWG
79
Portside Wealth Group
Utah
$275K +$2.59K +60 +1%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$272K -$132K -3,065 -33%
Bank of America
81
Bank of America
North Carolina
$235K +$69.5K +1,619 +42%
Deutsche Bank
82
Deutsche Bank
Germany
$233K -$1.97K -46 -0.8%
AIG
83
American International Group
New York
$232K +$8.24K +192 +4%
MIM
84
MetLife Investment Management
New Jersey
$232K – – –
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$231K – – –
ATPW
86
Ashton Thomas Private Wealth
Arizona
$227K +$227K +5,279 New
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$226K +$172 +4 +0.1%
ACP
88
Arcus Capital Partners
Georgia
$223K -$12.9K -300 -5%
RJA
89
Raymond James & Associates
Florida
$216K +$216K +5,041 New
Franklin Resources
90
Franklin Resources
California
$216K +$216K +5,033 New
CC
91
Corton Capital
Ontario, Canada
$214K +$214K +4,983 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$209K +$209K +4,869 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$200K +$26.1K +605 +15%
TCM
94
Tradewinds Capital Management
Washington
$172K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$113K +$90.7K +2,113 +412%
Citigroup
96
Citigroup
New York
$111K -$262K -6,100 -70%
FHA
97
First Horizon Advisors
Tennessee
$107K – – –
SG Americas Securities
98
SG Americas Securities
New York
$107K +$107K +2,489 New
Lazard Asset Management
99
Lazard Asset Management
New York
$100K +$13.3K +313 +15%
Wells Fargo
100
Wells Fargo
California
$94.5K -$101K -2,353 -52%
2 3
4
5 6