Coastal Financial
146 hedge funds and large institutions have $455M invested in Coastal Financial in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2.34% more ownership
Funds ownership: 60.25% → 62.6% (+2.3%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
146
Holding in Top 10
2
Calls
$205K
Puts
–
Top Buyers
| 1 | +$3.25M | |
| 2 | +$3.02M | |
| 3 | +$2.6M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.17M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$2.03M |
Top Sellers
| 1 | -$2.95M | |
| 2 | -$2.72M | |
| 3 | -$2.52M | |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.12M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.05M |