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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 %
Legal & General Group
101
Legal & General Group
United Kingdom
$196K +$137K +2,892 +236%
TCM
102
Tradewinds Capital Management
Washington
$190K
Barclays
103
Barclays
United Kingdom
$184K +$35.5K +748 +24%
Wells Fargo
104
Wells Fargo
California
$164K +$618 +13 +0.4%
UBS Group
105
UBS Group
Switzerland
$158K +$158K +3,328 New
FHA
106
First Horizon Advisors
Tennessee
$145K -$89.7K -1,888 -38%
CAC
107
Certified Advisory Corp
Florida
$143K +$143K +11,298 New
NA
108
NewEdge Advisors
Louisiana
$101K +$101K +2,117 New
Lazard Asset Management
109
Lazard Asset Management
New York
$96K
QT
110
Quantbot Technologies
New York
$85.3K +$85.3K +1,795 New
AB
111
Amalgamated Bank
New York
$80K
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$63.1K -$15.5K -326 -20%
DWA
113
Dorsey Wright & Associates
California
$44.3K +$44.3K +933 New
AIP
114
Ameritas Investment Partners
Nebraska
$32K
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$30.5K
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$27.3K -$618 -13 -2%
TRCT
117
Tower Research Capital (TRC)
New York
$20K -$52.4K -1,106 -72%
Citigroup
118
Citigroup
New York
$18.5K +$10.9K +230 +145%
MCM
119
Manchester Capital Management
Vermont
$11.7K +$11.7K +246 New
MWC
120
MBM Wealth Consultants
Missouri
$11K +$11K +230 New
IAS
121
IMA Advisory Services
Colorado
$9.84K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$8.17K -$523 -11 -6%
Dimensional Fund Advisors
123
Dimensional Fund Advisors
Texas
$8.13K +$482 +10,154 +6%
S
124
SignatureFD
Georgia
$5.28K +$1.85K +39 +54%
QCG
125
Quadrant Capital Group
Ohio
$2.38K +$1.14K +24 +92%