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Coastal Financial
CCB

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.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

41% more capital invested

Capital invested by funds: $55.8M → $78.6M (+$22.8M)

8.07% more ownership

Funds ownership: 30.81% → 38.88% (+8.1%)

6% more funds holding

Funds holding: 48 → 51 (+3)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.1%
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

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$6.2M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$5.31M
3
EC
EJF Capital
Virginia
+$2.13M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$426K
5
BTS
BB&T Securities
Virginia
+$348K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$464K
2
PI
Putnam Investments
Massachusetts
-$305K
3
Morgan Stanley
Morgan Stanley
New York
-$146K
4
BlackRock
BlackRock
New York
-$97.2K
5
UBS Group
UBS Group
Switzerland
-$31.2K

CCB Hedge Fund Activity: Q1 2019 in Review

51 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q1 2019, worth a combined $78.6M — up 41% from $55.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CCB positions and 2 closed out — a net gain of 3 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $6.2M. The largest seller was Millennium Management, cutting an estimated $464K.

  • 51 institutional investors held Coastal Financial (CCB) as of Q1 2019, up from 48 in Q4 2018.
  • Funds reported $78.6M of Coastal Financial stock for Q1 2019, up 41% quarter-over-quarter.
  • 5 funds opened new Coastal Financial positions in Q1 2019 and 2 closed out, a net change of +3 holders.
  • The largest Coastal Financial buyer in Q1 2019 was FJ Capital Management, an estimated $6.2M added.
  • The largest Coastal Financial seller in Q1 2019 was Millennium Management, an estimated $464K sold.

Based on aggregated 13F filings for Q1 2019.