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Coastal Financial
CCB

43 hedge funds and large institutions have $58.4M invested in Coastal Financial in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.8% more ownership

Funds ownership: 0% → 29.8% (+30%)

Holders
43
Holders Change
+43
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
EJF Capital
Virginia
+$17.1M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$7.33M
3
BlackRock
BlackRock
New York
+$4.83M
4
FCM
FJ Capital Management
Virginia
+$3.59M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
EJF Capital
Virginia
$17.6M +$17.1M +1,035,031 New
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.53M +$7.33M +443,010 New
BlackRock
3
BlackRock
New York
$4.97M +$4.83M +292,130 New
FCM
4
FJ Capital Management
Virginia
$3.69M +$3.59M +216,900 New
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.56M +$2.5M +150,895 New
ECA
6
Endeavour Capital Advisors
Connecticut
$2.29M +$2.23M +134,930 New
PI
7
Putnam Investments
Massachusetts
$2.18M +$2.12M +128,400 New
Stifel Financial
8
Stifel Financial
Missouri
$2.13M +$2.06M +124,754 New
BFC
9
Banc Funds Company
Illinois
$1.7M +$1.65M +100,000 New
JAM
10
Jacobs Asset Management
New York
$1.4M +$1.36M +82,332 New
AllianceBernstein
11
AllianceBernstein
Tennessee
$1.36M +$1.32M +80,000 New
GCIA
12
Gabelli & Co Investment Advisers
New York
$1.36M +$1.32M +80,000 New
Millennium Management
13
Millennium Management
New York
$1.29M +$1.25M +75,749 New
Vanguard Group
14
Vanguard Group
Pennsylvania
$1.19M +$1.16M +70,103 New
SSA
15
Schonfeld Strategic Advisors
New York
$1.16M +$1.13M +68,470 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.01M +$988K +59,700 New
State Street
17
State Street
Massachusetts
$903K +$878K +53,074 New
Northern Trust
18
Northern Trust
Illinois
$787K +$766K +46,273 New
SIM
19
Spark Investment Management
New York
$382K +$372K +22,500 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$378K +$368K +22,257 New
MFIM
21
Mesirow Financial Investment Management
Illinois
$356K +$346K +20,925 New
Deutsche Bank
22
Deutsche Bank
Germany
$247K +$240K +14,484 New
BCM
23
BlueCrest Capital Management
Jersey
$220K +$214K +12,950 New
Morgan Stanley
24
Morgan Stanley
New York
$218K +$212K +12,798 New
GPGA
25
Grandeur Peak Global Advisors
Utah
$211K +$205K +12,400 New
1
2

CCB Hedge Fund Activity: Q3 2018 in Review

43 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q3 2018, worth a combined $58.4M.

Buyers outnumbered sellers: 43 funds opened new CCB positions and 0 closed out — a net gain of 43 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $17.1M.

  • 43 institutional investors held Coastal Financial (CCB) as of Q3 2018, up from 0 in Q2 2018.
  • Funds reported $58.4M of Coastal Financial stock for Q3 2018.
  • 43 funds opened new Coastal Financial positions in Q3 2018 and 0 closed out, a net change of +43 holders.
  • The largest Coastal Financial buyer in Q3 2018 was EJF Capital, an estimated $17.1M added.

Based on aggregated 13F filings for Q3 2018.