We are live on ! Find out more
CCB icon

Coastal Financial

72 hedge funds and large institutions have $94.4M invested in Coastal Financial in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

16% more funds holding

Funds holding: 6272 (+10)

11% more capital invested

Capital invested by funds: $85.3M → $94.4M (+$9.17M)

0.85% more ownership

Funds ownership: 47.3%48.15% (+0.85%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
27
Reduced
18
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$17M -$54.4K -3,366 -0.3%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M -$3.17K -196 -0%
FCM
3
FJ Capital Management
Virginia
$9.65M
BlackRock
4
BlackRock
New York
$7.06M +$200K +12,390 +3%
GH
5
Grosvenor Holdings
Illinois
$6.36M -$1.61M -99,821 -21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.8M +$1.76M +108,655 +45%
ECA
7
Endeavour Capital Advisors
Connecticut
$3.88M
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.21M
AllianceBernstein
9
AllianceBernstein
Tennessee
$2.45M +$265K +16,377 +12%
Stifel Financial
10
Stifel Financial
Missouri
$2.3M +$493K +30,506 +28%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.99M +$232K +14,334 +13%
CCM
12
Carlson Capital Management
Minnesota
$1.97M -$526K -32,530 -21%
State Street
13
State Street
Massachusetts
$1.81M +$203K +12,554 +13%
HIM
14
Harbour Investment Management
Washington
$1.66M
BFC
15
Banc Funds Company
Illinois
$1.65M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.56M +$77K +4,761 +5%
BCM
17
Basswood Capital Management
New York
$1.33M -$1.49M -92,436 -53%
Northern Trust
18
Northern Trust
Illinois
$1.3M +$16.7K +1,034 +1%
BC
19
Brinker Capital
Pennsylvania
$1.2M +$189K +11,682 +19%
RJA
20
Raymond James & Associates
Florida
$1.15M +$210 +13 +0%
GCIA
21
Gabelli & Co Investment Advisers
New York
$824K -$162K -10,000 -17%
PI
22
Putnam Investments
Massachusetts
$670K
Morgan Stanley
23
Morgan Stanley
New York
$572K +$120K +7,417 +27%
Truist Financial
24
Truist Financial
North Carolina
$531K +$521K +32,216 New
ACM
25
Advisors Capital Management
New Jersey
$505K +$67.5K +4,177 +16%

CCB Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2019, worth a combined $94.4M — up 11% from $85.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CCB positions and 0 closed out — a net gain of 11 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.76M. The largest seller was Grosvenor Holdings, cutting an estimated $1.61M.

  • 72 institutional investors held Coastal Financial (CCB) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $94.4M of Coastal Financial stock for Q4 2019, up 11% quarter-over-quarter.
  • 11 funds opened new Coastal Financial positions in Q4 2019 and 0 closed out, a net change of +11 holders.
  • The largest Coastal Financial buyer in Q4 2019 was Vanguard Group, an estimated $1.76M added.
  • The largest Coastal Financial seller in Q4 2019 was Grosvenor Holdings, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2019.