Coastal Financial
CCB
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.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
21% more capital invested
Capital invested by funds: $294M → $356M (+$62.2M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
13% more funds holding
Funds holding: 114 → 129 (+15)
2.35% more ownership
Funds ownership: 56.88% → 59.24% (+2.4%)
Top Buyers
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$7.45M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$6.77M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.14M |
| 4 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
+$1.95M |
| 5 |
BlackRock
New York
|
+$1.92M |
Top Sellers
CCB Hedge Fund Activity: Q4 2022 in Review
129 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2022, worth a combined $356M — up 21% from $294M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CCB positions and 11 closed out — a net gain of 16 holders — while 43 added to existing stakes and 37 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $7.45M. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $2.5M.
- 129 institutional investors held Coastal Financial (CCB) as of Q4 2022, up from 114 in Q3 2022.
- Funds reported $356M of Coastal Financial stock for Q4 2022, up 21% quarter-over-quarter.
- 27 funds opened new Coastal Financial positions in Q4 2022 and 11 closed out, a net change of +16 holders.
- The largest Coastal Financial buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $7.45M added.
- The largest Coastal Financial seller in Q4 2022 was Emerald Mutual Fund Advisers Trust, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2022.