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Coastal Financial
CCB

Overview Fund Activity

53 hedge funds and large institutions have $81.6M invested in Coastal Financial in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
29
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GH
1
Grosvenor Holdings
Illinois
$8.06M
2
BlackRock
2
BlackRock
New York
$5.59M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.3M
4
Wells Fargo
4
Wells Fargo
California
$373K
5
Millennium Management
5
Millennium Management
New York
$712K

Top Sellers

1
EC
1
EJF Capital
Virginia
$16.1M
2
FCM
2
FJ Capital Management
Virginia
$9.07M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.42M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$754K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$16.1M 1,037,795 -59,732 -5%
FCM
2
FJ Capital Management
Virginia
$9.07M 586,000 -23,455 -4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.42M 544,321 -19,887 -4%
GH
4
Grosvenor Holdings
Illinois
$8.06M 485,706 +485,706 New
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.72M 434,321 – –
BlackRock
6
BlackRock
New York
$5.59M 361,580 +64,890 +22%
CCM
7
Carlson Capital Management
Minnesota
$3.65M 235,953 – –
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.3M 213,484 +59,341 +38%
Stifel Financial
9
Stifel Financial
Missouri
$2.12M 137,509 -7,060 -5%
ECA
10
Endeavour Capital Advisors
Connecticut
$2.09M 134,955 -552 -0.4%
HIM
11
Harbour Investment Management
Washington
$1.56M 100,866 – –
BFC
12
Banc Funds Company
Illinois
$1.55M 100,000 – –
State Street
13
State Street
Massachusetts
$1.52M 98,541 +13,227 +16%
AllianceBernstein
14
AllianceBernstein
Tennessee
$1.48M 95,790 +8,064 +9%
GCIA
15
Gabelli & Co Investment Advisers
New York
$1.24M 80,000 – –
Northern Trust
16
Northern Trust
Illinois
$1.03M 66,417 +3,205 +5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$754K 48,771 -10,929 -18%
Millennium Management
18
Millennium Management
New York
$712K 46,015 +15,607 +51%
BC
19
Brinker Capital
Pennsylvania
$694K 44,858 +5,557 +14%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$633K 40,971 +9,354 +30%
PI
21
Putnam Investments
Massachusetts
$629K 40,672 – –
MFIM
22
Mesirow Financial Investment Management
Illinois
$524K 34,437 +3,722 +12%
BTS
23
BB&T Securities
Virginia
$402K 26,026 +4,011 +18%
ACM
24
Advisors Capital Management
New Jersey
$373K 24,079 +6,387 +36%
Wells Fargo
25
Wells Fargo
California
$373K 24,114 +18,643 +341%
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