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Coastal Financial
CCB

Overview Fund Activity

51 hedge funds and large institutions have $78.6M invested in Coastal Financial in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
23
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$10.4M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.59M
3
EC
3
EJF Capital
Virginia
$18.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.49M
5
BTS
5
BB&T Securities
Virginia
$374K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$517K
2
PI
2
Putnam Investments
Massachusetts
$691K
3
Morgan Stanley
3
Morgan Stanley
New York
$44K
4
BlackRock
4
BlackRock
New York
$5.04M
5
UBS Group
5
UBS Group
Switzerland
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$18.6M 1,097,527 +135,074 +14%
FCM
2
FJ Capital Management
Virginia
$10.4M 609,455 +392,455 +181%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.59M 564,208 +336,083 +147%
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.38M 434,321 – –
BlackRock
5
BlackRock
New York
$5.04M 296,690 -6,155 -2%
CCM
6
Carlson Capital Management
Minnesota
$4.01M 235,953 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.62M 154,143 +15,872 +11%
Stifel Financial
8
Stifel Financial
Missouri
$2.45M 144,569 +19,266 +15%
ECA
9
Endeavour Capital Advisors
Connecticut
$2.3M 135,507 -3 -0%
HIM
10
Harbour Investment Management
Washington
$1.71M 100,866 – –
BFC
11
Banc Funds Company
Illinois
$1.7M 100,000 – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$1.49M 87,726 +27,006 +44%
State Street
13
State Street
Massachusetts
$1.45M 85,314 +5,541 +7%
GCIA
14
Gabelli & Co Investment Advisers
New York
$1.36M 80,000 – –
Northern Trust
15
Northern Trust
Illinois
$1.07M 63,212 +4,363 +7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.01M 59,700 – –
PI
17
Putnam Investments
Massachusetts
$691K 40,672 -19,300 -32%
BC
18
Brinker Capital
Pennsylvania
$668K 39,301 +10,878 +38%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$537K 31,617 +6,179 +24%
MFIM
20
Mesirow Financial Investment Management
Illinois
$522K 30,715 +9,790 +47%
Millennium Management
21
Millennium Management
New York
$517K 30,408 -29,396 -49%
BTS
22
BB&T Securities
Virginia
$374K 22,015 +22,015 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$338K 19,872 +4,016 +25%
ACM
24
Advisors Capital Management
New Jersey
$301K 17,692 +17,692 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$274K 16,166 – –
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