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Coastal Financial
CCB

Overview Fund Activity

119 hedge funds and large institutions have $308M invested in Coastal Financial in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
41
Reduced
41
Closed
13
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
-$338K

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$7.18M
2
Millennium Management
2
Millennium Management
New York
$3.82M
3
PFO
3
PMC FIG Opportunities
Israel
$2.72M
4
BFM
4
Boothbay Fund Management
New York
$4.66M
5
Franklin Resources
5
Franklin Resources
California
$2.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M
2
CCM
2
Carlson Capital Management
Minnesota
$0
3
RHCA
3
Rosenthal Henry Capital Advisors
Indiana
$0
4
Invesco
4
Invesco
Georgia
$966K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
76
Riverwater Partners
Wisconsin
$302K -$4.28K -110 -1%
XT
77
XTX Topco
Cayman Islands
$268K +$268K +6,884 New
SPA
78
Sherbrooke Park Advisers
New York
$266K +$266K +6,856 New
HF
79
HRT Financial
New York
$261K +$261K +6,731 New
BCM
80
Bridgeway Capital Management
Texas
$253K +$253K +6,500 New
CAWM
81
Capital Advisors Wealth Management
Washington
$232K -$19.4K -500 -8%
MFG
82
Magnus Financial Group
New York
$223K -$53.8K -1,383 -19%
Deutsche Bank
83
Deutsche Bank
Germany
$221K +$14.1K +364 +7%
MML Investors Services
84
MML Investors Services
Massachusetts
$214K -$3.11K -80 -1%
MIM
85
MetLife Investment Management
New Jersey
$210K – – –
AIG
86
American International Group
New York
$207K -$1.75K -45 -0.8%
QC
87
Quadrature Capital
United Kingdom
$207K +$207K +5,326 New
CSS
88
Cubist Systematic Strategies
Connecticut
$205K +$205K +5,279 New
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$205K -$117 -3 -0.1%
Osaic Holdings
90
Osaic Holdings
Arizona
$205K -$163K -4,206 -44%
Wells Fargo
91
Wells Fargo
California
$127K +$16.8K +433 +15%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$127K -$91.9K -2,359 -42%
TCM
93
Tradewinds Capital Management
Washington
$120K -$35.2K -905 -23%
FHA
94
First Horizon Advisors
Tennessee
$91.2K – – –
FPF
95
First Pacific Financial
Washington
$79.9K – – –
SAM
96
Shell Asset Management
Netherlands
$68K -$4.8K -104 -7%
ACM
97
Aquatic Capital Management
Illinois
$66.1K +$23.3K +600 +55%
EC
98
EntryPoint Capital
New York
$64.6K +$55.9K +1,439 +642%
FFWA
99
FRG Family Wealth Advisors
Washington
$56.1K +$56.1K +1,450 New
AIP
100
Ameritas Investment Partners
Nebraska
$41.8K – – –
2 3
4
5 6