CCB icon

Coastal Financial
CCB

Overview Fund Activity

68 hedge funds and large institutions have $60.9M invested in Coastal Financial in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
29
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$6.41M
2
FCM
2
FJ Capital Management
Virginia
$8.3M
3
KCM
3
Kennedy Capital Management
Missouri
$1.41M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.96M
5
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$120K

Top Sellers

1
GH
1
Grosvenor Holdings
Illinois
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
3
BCM
3
Basswood Capital Management
New York
$0
4
SIM
4
Spark Investment Management
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$10.7M 1,021,165 -12,777 -1%
FCM
2
FJ Capital Management
Virginia
$8.3M 790,000 +204,000 +35%
ECA
3
Endeavour Capital Advisors
Connecticut
$6.41M 609,452 +374,116 +159%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.4M 609,159 -150 -0%
BlackRock
5
BlackRock
New York
$4.55M 432,678 +4,081 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.96M 376,476 +24,262 +7%
Stifel Financial
7
Stifel Financial
Missouri
$1.5M 141,700 +1,350 +1%
CCM
8
Carlson Capital Management
Minnesota
$1.49M 119,398 – –
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.48M 140,409 -8,294 -6%
KCM
10
Kennedy Capital Management
Missouri
$1.41M 134,171 +115,964 +637%
State Street
11
State Street
Massachusetts
$1.21M 114,752 +4,869 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.09M 103,708 +8,668 +9%
HIM
13
Harbour Investment Management
Washington
$1.06M 100,866 – –
BFC
14
Banc Funds Company
Illinois
$1.05M 100,000 – –
Renaissance Technologies
15
Renaissance Technologies
New York
$1.04M 99,040 -21,737 -18%
Northern Trust
16
Northern Trust
Illinois
$878K 83,438 +4,344 +5%
BC
17
Brinker Capital
Pennsylvania
$849K 80,821 +8,093 +11%
RJA
18
Raymond James & Associates
Florida
$732K 69,611 – –
GCIA
19
Gabelli & Co Investment Advisers
New York
$502K 47,800 -2,200 -4%
PI
20
Putnam Investments
Massachusetts
$499K 47,472 +6,800 +17%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$369K 35,129 +6,604 +23%
ACM
22
Advisors Capital Management
New Jersey
$358K 34,082 +3,412 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$300K 28,581 -1,555 -5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$290K 27,601 +1,834 +7%
Morgan Stanley
25
Morgan Stanley
New York
$287K 27,344 -7,402 -21%
1
2 3 4