Coastal Financial
CCB
61 hedge funds and large institutions have $71.5M invested in Coastal Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.
0.03% more ownership
Funds ownership: 48.89% → 48.92% (+0.03%)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
5% less funds holding
Funds holding: 64 → 61 (-3)
15% less capital invested
Capital invested by funds: $84.4M → $71.5M (-$12.9M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.91M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$474K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$392K |
| 4 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$222K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$406K |
| 2 |
BlackRock
New York
|
-$397K |
| 3 |
GC
Globeflex Capital
San Diego,
California
|
-$239K |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$233K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$227K |
CCB Hedge Fund Activity: Q3 2020 in Review
61 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q3 2020, worth a combined $71.5M — down 15% from $84.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CCB and 4 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 20 added.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $1.91M. The largest seller was Stifel Financial, cutting an estimated $406K.
- 61 institutional investors held Coastal Financial (CCB) as of Q3 2020, down from 64 in Q2 2020.
- Funds reported $71.5M of Coastal Financial stock for Q3 2020, down 15% quarter-over-quarter.
- 4 funds opened new Coastal Financial positions in Q3 2020 and 6 closed out, a net change of -2 holders.
- The largest Coastal Financial buyer in Q3 2020 was Brinker Capital Investments, an estimated $1.91M added.
- The largest Coastal Financial seller in Q3 2020 was Stifel Financial, an estimated $406K sold.
Based on aggregated 13F filings for Q3 2020.