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Coastal Financial

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.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

17% more funds holding

Funds holding: 5362 (+9)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3.28% more ownership

Funds ownership: 44.02%47.3% (+3.3%)

4% more capital invested

Capital invested by funds: $81.6M → $85.3M (+$3.61M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$15.7M -$7.41K -487 -0%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35M +$991K +65,184 +12%
FCM
3
FJ Capital Management
Virginia
$8.86M
GH
4
Grosvenor Holdings
Illinois
$7.34M
BlackRock
5
BlackRock
New York
$6.29M +$831K +54,627 +15%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.68M +$457K +30,075 +14%
ECA
7
Endeavour Capital Advisors
Connecticut
$3.56M +$1.53M +100,381 +74%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.95M -$3.64M -239,169 -55%
BCM
9
Basswood Capital Management
New York
$2.62M +$2.64M +173,502 New
CCM
10
Carlson Capital Management
Minnesota
$2.3M -$1.28M -84,025 -36%
AllianceBernstein
11
AllianceBernstein
Tennessee
$2M +$556K +36,536 +38%
Stifel Financial
12
Stifel Financial
Missouri
$1.66M -$421K -27,665 -20%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.61M +$1.62M +106,443 New
HIM
14
Harbour Investment Management
Washington
$1.52M
BFC
15
Banc Funds Company
Illinois
$1.51M
State Street
16
State Street
Massachusetts
$1.47M -$18.4K -1,212 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.36M +$750K +49,308 +120%
Northern Trust
18
Northern Trust
Illinois
$1.18M +$177K +11,643 +18%
RJA
19
Raymond James & Associates
Florida
$1.05M +$1.06M +69,598 New
BC
20
Brinker Capital
Pennsylvania
$922K +$246K +16,188 +36%
GCIA
21
Gabelli & Co Investment Advisers
New York
$907K -$304K -20,000 -25%
PI
22
Putnam Investments
Massachusetts
$615K
MFIM
23
Mesirow Financial Investment Management
Illinois
$495K -$25.1K -1,647 -5%
BTS
24
BB&T Securities
Virginia
$447K +$59.5K +3,911 +15%
Morgan Stanley
25
Morgan Stanley
New York
$413K +$414K +27,235 +28,973%