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Coastal Financial
CCB

Overview Fund Activity

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.

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
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.8M
2
Truist Financial
2
Truist Financial
North Carolina
$531K
3
Stifel Financial
3
Stifel Financial
Missouri
$2.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$470K
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$277K

Top Sellers

1
GH
1
Grosvenor Holdings
Illinois
$6.36M
2
BCM
2
Basswood Capital Management
New York
$1.34M
3
CCM
3
Carlson Capital Management
Minnesota
$1.97M
4
GCIA
4
Gabelli & Co Investment Advisers
New York
$824K
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$17M 1,033,942 -3,366 -0.3%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M 609,309 -196 -0%
FCM
3
FJ Capital Management
Virginia
$9.66M 586,000 – –
BlackRock
4
BlackRock
New York
$7.06M 428,597 +12,390 +3%
GH
5
Grosvenor Holdings
Illinois
$6.36M 385,885 -99,821 -21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.8M 352,214 +108,655 +45%
ECA
7
Endeavour Capital Advisors
Connecticut
$3.88M 235,336 – –
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.21M 195,152 – –
AllianceBernstein
9
AllianceBernstein
Tennessee
$2.45M 148,703 +16,377 +12%
Stifel Financial
10
Stifel Financial
Missouri
$2.3M 140,350 +30,506 +28%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.99M 120,777 +14,334 +13%
CCM
12
Carlson Capital Management
Minnesota
$1.97M 119,398 -32,530 -21%
State Street
13
State Street
Massachusetts
$1.81M 109,883 +12,554 +13%
HIM
14
Harbour Investment Management
Washington
$1.66M 100,866 – –
BFC
15
Banc Funds Company
Illinois
$1.65M 100,000 – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.57M 95,040 +4,761 +5%
BCM
17
Basswood Capital Management
New York
$1.34M 81,066 -92,436 -53%
Northern Trust
18
Northern Trust
Illinois
$1.3M 79,094 +1,034 +1%
BC
19
Brinker Capital
Pennsylvania
$1.2M 72,728 +11,682 +19%
RJA
20
Raymond James & Associates
Florida
$1.15M 69,611 +13 +0%
GCIA
21
Gabelli & Co Investment Advisers
New York
$824K 50,000 -10,000 -17%
PI
22
Putnam Investments
Massachusetts
$670K 40,672 – –
Morgan Stanley
23
Morgan Stanley
New York
$572K 34,746 +7,417 +27%
Truist Financial
24
Truist Financial
North Carolina
$531K 32,216 +32,216 New
ACM
25
Advisors Capital Management
New Jersey
$505K 30,670 +4,177 +16%
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