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Coastal Financial
CCB

Overview Fund Activity

62 hedge funds and large institutions have $85.3M invested in Coastal Financial in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
19
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$2.62M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.61M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$3.56M
4
RJA
4
Raymond James & Associates
Florida
$1.05M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35M

Top Sellers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.95M
2
CCM
2
Carlson Capital Management
Minnesota
$2.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$15.7M 1,037,308 -487 -0%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35M 609,505 +65,184 +12%
FCM
3
FJ Capital Management
Virginia
$8.86M 586,000 – –
GH
4
Grosvenor Holdings
Illinois
$7.34M 485,706 – –
BlackRock
5
BlackRock
New York
$6.29M 416,207 +54,627 +15%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.68M 243,559 +30,075 +14%
ECA
7
Endeavour Capital Advisors
Connecticut
$3.56M 235,336 +100,381 +74%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.95M 195,152 -239,169 -55%
BCM
9
Basswood Capital Management
New York
$2.62M 173,502 +173,502 New
CCM
10
Carlson Capital Management
Minnesota
$2.3M 151,928 -84,025 -36%
AllianceBernstein
11
AllianceBernstein
Tennessee
$2M 132,326 +36,536 +38%
Stifel Financial
12
Stifel Financial
Missouri
$1.66M 109,844 -27,665 -20%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.61M 106,443 +106,443 New
HIM
14
Harbour Investment Management
Washington
$1.52M 100,866 – –
BFC
15
Banc Funds Company
Illinois
$1.51M 100,000 – –
State Street
16
State Street
Massachusetts
$1.47M 97,329 -1,212 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.36M 90,279 +49,308 +120%
Northern Trust
18
Northern Trust
Illinois
$1.18M 78,060 +11,643 +18%
RJA
19
Raymond James & Associates
Florida
$1.05M 69,598 +69,598 New
BC
20
Brinker Capital
Pennsylvania
$922K 61,046 +16,188 +36%
GCIA
21
Gabelli & Co Investment Advisers
New York
$907K 60,000 -20,000 -25%
PI
22
Putnam Investments
Massachusetts
$615K 40,672 – –
MFIM
23
Mesirow Financial Investment Management
Illinois
$495K 32,790 -1,647 -5%
BTS
24
BB&T Securities
Virginia
$447K 29,937 +3,911 +15%
Morgan Stanley
25
Morgan Stanley
New York
$413K 27,329 +27,235 +28,973%
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