CCB icon

Coastal Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$41.3K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$35.5K -$5.25K -135 -13%
PAS
103
Point72 Asia (Singapore)
Singapore
$32.5K +$32.5K +837 New
Russell Investments Group
104
Russell Investments Group
United Kingdom
$31.9K +$1.52K +39 +5%
QCG
105
Quadrant Capital Group
Ohio
$25.5K +$25.5K +655 New
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$24.9K
AB
107
Amalgamated Bank
New York
$14K -$44.7K -1,168 -76%
NA
108
NewEdge Advisors
Louisiana
$7.85K -$6.26K -161 -44%
Federated Hermes
109
Federated Hermes
Pennsylvania
$6.61K -$248K -6,392 -97%
AF
110
Allworth Financial
California
$5.05K
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$2.45K +$2.45K +63 New
Simplex Trading
112
Simplex Trading
Illinois
$2K +$2K +66 New
TRCT
113
Tower Research Capital (TRC)
New York
$1.79K -$61K -1,569 -97%
C
114
Covestor
United Kingdom
$1K +$1K +18 New
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$777 +$117 +3 +18%
PD
116
Point72 (DIFC)
United Arab Emirates
$544 +$544 +14 New
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$350
AWM
118
Avior Wealth Management
Nebraska
$77 +$77 +2 New
CCM
119
Carlson Capital Management
Minnesota
-$3.08M -69,398 Closed
RHCA
120
Rosenthal Henry Capital Advisors
Indiana
-$2.74M -61,701 Closed
MFIM
121
Mesirow Financial Investment Management
Illinois
-$363K -8,580 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$290K -6,531 Closed
Renaissance Technologies
123
Renaissance Technologies
New York
-$243K -5,474 Closed
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
-$238K -5,364 Closed
PWG
125
Portside Wealth Group
Utah
-$234K -5,272 Closed