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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 %
UBS Group
101
UBS Group
Switzerland
$88.5K -$202K -4,718 -70%
FPF
102
First Pacific Financial
Washington
$88.2K – – –
SAM
103
Shell Asset Management
Netherlands
$88K -$1.37K -32 -2%
AB
104
Amalgamated Bank
New York
$71K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$46.2K +$14.4K +336 +45%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$45.6K – – –
WTG
107
West Tower Group
Virginia
$39K +$39K +909 New
POIA
108
Pin Oak Investment Advisors
Texas
$34K – – –
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$33.1K +$10.4K +243 +46%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$32.1K -$253K -5,893 -89%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$27.5K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$27.3K +$601 +14 +2%
AF
113
Allworth Financial
California
$12.7K – – –
IAS
114
IMA Advisory Services
Colorado
$8.88K – – –
LAM
115
L2 Asset Management
Massachusetts
$1.12K +$1.12K +12,388 New
GWS
116
Glassman Wealth Services
Virginia
$901 +$901 +21 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$386 – – –
HIM
118
Harbour Investment Management
Washington
– -$3.89M -103,221 Closed
Prudential Financial
119
Prudential Financial
New Jersey
– -$647K -17,175 Closed
Citadel Advisors
120
Citadel Advisors
Florida
– -$603K -16,025 Closed
CIC
121
Cornercap Investment Counsel
Georgia
– -$435K -11,545 Closed
SGI
122
Summit Global Investments
Utah
– -$410K -10,900 Closed
AA
123
ALPS Advisors
Colorado
– -$308K -8,180 Closed
VF
124
Virtu Financial
New York
– -$269K -7,156 Closed
GCP
125
GSA Capital Partners
United Kingdom
– -$246K -6,524 Closed
2 3 4
5
6