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Coastal Financial

124 hedge funds and large institutions have $278M invested in Coastal Financial in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 25 closing their positions.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
44
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$73K 2,039
AB
102
Amalgamated Bank
New York
$53K 1,477 -202 -12%
ACM
103
Aquatic Capital Management
Illinois
$50K 1,400 +1,400 New
TFA
104
Toth Financial Advisory
Virginia
$48.4K 1,345 -18,050 -93%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$38.2K 1,062 +1,062 New
DWA
106
Dorsey Wright & Associates
California
$30.2K 840 -93 -10%
AIP
107
Ameritas Investment Partners
Nebraska
$26.6K 740
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$23.1K 641
AF
109
Allworth Financial
California
$18.2K 506 +506 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$15.1K 419 +247 +144%
Citigroup
111
Citigroup
New York
$11.3K 313 -76 -20%
Victory Capital Management
112
Victory Capital Management
Texas
$9.72K 270 -52,747 -99%
MCM
113
Manchester Capital Management
Vermont
$8.86K 246
IAS
114
IMA Advisory Services
Colorado
$7.46K 207
BWM
115
Baystate Wealth Management
Massachusetts
$7.27K 202 +202 New
TWA
116
TCI Wealth Advisors
Arizona
$4.11K 114 +114 New
S
117
SignatureFD
Georgia
$2.2K 61 -50 -45%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$1.3K 36 +36 New
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$216 6 -569 -99%
ASN
120
Advisory Services Network
Georgia
$180 5
RJA
121
Raymond James & Associates
Florida
-56,063 Closed
GPGA
122
Grandeur Peak Global Advisors
Utah
-45,628 Closed
BFC
123
Banc Funds Company
Illinois
-37,022 Closed
EGI
124
EAM Global Investors
California
-34,541 Closed
EI
125
EAM Investors
California
-23,447 Closed