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Coastal Financial
CCB

Overview Fund Activity

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
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$4.38M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.53M
3
State Street
3
State Street
Massachusetts
$10.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.89M
5
KCM
5
Kennedy Capital Management
Missouri
$7.89M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$9.72K
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$947K
5
BFC
5
Banc Funds Company
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QC
126
Quadrature Capital
United Kingdom
– – -18,593 Closed
CAC
127
Certified Advisory Corp
Florida
– – -11,298 Closed
PCM
128
Prelude Capital Management
New York
– – -9,874 Closed
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
– – -9,568 Closed
JF
130
Jump Financial
Illinois
– – -9,400 Closed
UBS AM
131
UBS AM
Illinois
– – -6,100 Closed
ECM
132
Evergreen Capital Management
Washington
– – -6,021 Closed
MML Investors Services
133
MML Investors Services
Massachusetts
– – -5,843 Closed
DTL
134
Dynamic Technology Lab
Singapore
– – -5,840 Closed
AQR Capital Management
135
AQR Capital Management
Connecticut
– – -5,753 Closed
OQS
136
Occudo Quantitative Strategies
Florida
– – -5,747 Closed
ATPW
137
Ashton Thomas Private Wealth
Arizona
– – -5,279 Closed
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
– – -5,271 Closed
LS
139
Livforsakringsbolaget Skandia
Sweden
– – -5,100 Closed
LNWTC
140
Laird Norton Wetherby Trust Company
Washington
– – -5,000 Closed
VOYA Investment Management
141
VOYA Investment Management
Georgia
– – -4,295 Closed
NA
142
NewEdge Advisors
Louisiana
– – -2,117 Closed
QT
143
Quantbot Technologies
New York
– – -1,795 Closed
MWC
144
MBM Wealth Consultants
Missouri
– – -230 Closed
QCG
145
Quadrant Capital Group
Ohio
– – -50 Closed
CFGS
146
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$0 3 – –
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$0 11 – –
C
149
Covestor
United Kingdom
$0 3 +1 +50%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$0 11 +11 New
2 3 4 5
6