Coastal Financial
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
4% more capital invested
Capital invested by funds: $78.6M → $81.6M (+$3.04M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
53
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$8.06M | |
| 2 | +$1M | |
| 3 | +$918K | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$288K |
| 5 |
Millennium Management
New York
|
+$241K |
Top Sellers
| 1 | -$924K | |
| 2 | -$363K | |
| 3 | -$308K | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$169K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$109K |