Coastal Financial
CCB
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.
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
48% more capital inflows, than outflows
Capital inflows: $6.54M | Capital outflows: $4.42M
16% more funds holding
Funds holding: 62 → 72 (+10)
0.85% more ownership
Funds ownership: 47.3% → 48.15% (+0.85%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.76M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$521K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$493K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$461K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grosvenor Holdings
Chicago,
Illinois
|
-$1.61M |
| 2 |
Basswood Capital Management
New York
|
-$1.49M |
| 3 |
Carlson Capital Management
Northfield,
Minnesota
|
-$526K |
| 4 |
Gabelli & Co Investment Advisers
Rye,
New York
|
-$162K |
| 5 |
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$150K |
CCB Hedge Fund Activity: Q4 2019 in Review
72 of the 5,094 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.