Coastal Financial
CCB
169 hedge funds and large institutions have $864M invested in Coastal Financial in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.
669% more call options, than puts
Call options by funds: $323K | Put options by funds: $42K
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
90% more capital invested
Capital invested by funds: $455M → $864M (+$409M)
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
16% more funds holding
Funds holding: 146 → 169 (+23)
5.56% more ownership
Funds ownership: 62.6% → 68.15% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$29.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.2M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$27.8M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$6.71M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$6.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$20.5M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$5.4M |
| 3 |
BlackRock
New York
|
-$3.33M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.03M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
176
GSA Capital Partners
London,
United Kingdom
| – | -$640K | -11,850 | Closed |
|
|
ACP
177
Arcus Capital Partners
Atlanta,
Georgia
| – | -$480K | -8,896 | Closed |
|
|
JF
178
Jump Financial
Chicago,
Illinois
| – | -$357K | -6,604 | Closed |
|
179
Marshall Wace
London,
United Kingdom
| – | -$304K | -5,637 | Closed |
|
180
Victory Capital Management
San Antonio,
Texas
| – | -$296K | -5,478 | Closed |
|
|
A
181
AlphaQuest
New York
| – | -$214K | -3,955 | Closed |
|
|
NC
182
nVerses Capital
Wellington,
Florida
| – | -$43.2K | -800 | Closed |
|
|
PMAM
183
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$21K | -401 | Closed |
|
|
IAS
184
IMA Advisory Services
Denver,
Colorado
| – | -$11.2K | -207 | Closed |
|
|
FNWA
185
Financial Network Wealth Advisors
Murray,
Utah
| – | -$9.45K | -175 | Closed |
|
186
Allspring Global Investments
Charlotte,
North Carolina
| – | -$5.18K | -96 | Closed |
|
|
CPA
187
Capital Performance Advisors
Walnut Creek,
California
| – | -$2.48K | -46 | Closed |
|
CCB Hedge Fund Activity: Q4 2024 in Review
169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2024, worth a combined $864M — up 90% from $455M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new CCB positions and 17 closed out — a net gain of 24 holders — while 60 added to existing stakes and 49 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $29.6M. The largest seller was Endeavour Capital Advisors, cutting an estimated $20.5M.
- 169 institutional investors held Coastal Financial (CCB) as of Q4 2024, up from 146 in Q3 2024.
- Funds reported $864M of Coastal Financial stock for Q4 2024, up 90% quarter-over-quarter.
- 41 funds opened new Coastal Financial positions in Q4 2024 and 17 closed out, a net change of +24 holders.
- The largest Coastal Financial buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $29.6M added.
- The largest Coastal Financial seller in Q4 2024 was Endeavour Capital Advisors, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2024.