CCB icon

Coastal Financial

64 hedge funds and large institutions have $84.4M invested in Coastal Financial in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
1
Increased
28
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EC
1
EJF Capital
Virginia
$13.5M 928,170 -92,995 -9%
FCM
2
FJ Capital Management
Virginia
$11.5M 795,000 +5,000 +0.6%
ECA
3
Endeavour Capital Advisors
Connecticut
$10.1M 697,693 +88,241 +14%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.76M 611,485 +2,326 +0.4%
BlackRock
5
BlackRock
New York
$6.77M 466,102 +33,424 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.44M 374,864 -1,612 -0.4%
KCM
7
Kennedy Capital Management
Missouri
$2.24M 154,520 +20,349 +15%
State Street
8
State Street
Massachusetts
$2.07M 142,464 +27,712 +24%
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.98M 136,035 -4,374 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.72M 118,136 +14,428 +14%
BC
11
Brinker Capital
Pennsylvania
$1.63M 112,214 +31,393 +39%
CCM
12
Carlson Capital Management
Minnesota
$1.56M 119,398
Stifel Financial
13
Stifel Financial
Missouri
$1.52M 104,386 -37,314 -26%
HIM
14
Harbour Investment Management
Washington
$1.47M 100,866
BFC
15
Banc Funds Company
Illinois
$1.45M 100,000
Northern Trust
16
Northern Trust
Illinois
$1.41M 96,947 +13,509 +16%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.17M 80,577 -18,463 -19%
RJA
18
Raymond James & Associates
Florida
$1.01M 69,611
PI
19
Putnam Investments
Massachusetts
$707K 48,672 +1,200 +3%
GCIA
20
Gabelli & Co Investment Advisers
New York
$694K 47,800
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$560K 38,535 +3,406 +10%
ACM
22
Advisors Capital Management
New Jersey
$528K 36,396 +2,314 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$506K 34,828 +6,247 +22%
Morgan Stanley
24
Morgan Stanley
New York
$436K 30,051 +2,707 +10%
Truist Financial
25
Truist Financial
North Carolina
$419K 28,844 +2,220 +8%