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Coastal Financial
CCB

Overview Fund Activity

63 hedge funds and large institutions have $136M invested in Coastal Financial in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
26
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$11.2M
2
HPCM
2
Hunter Perkins Capital Management
Illinois
$4.94M
3
BlackRock
3
BlackRock
New York
$10.1M
4
TC
4
TownSquare Capital
Utah
$698K
5
ACM
5
Advisors Capital Management
New Jersey
$1.29M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$1.25M
2
GCIA
2
Gabelli & Co Investment Advisers
New York
$0
3
EC
3
EJF Capital
Virginia
$19.1M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.23M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$436K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$19.1M 911,683 -16,487 -2%
FCM
2
FJ Capital Management
Virginia
$16.7M 795,000 – –
ECA
3
Endeavour Capital Advisors
Connecticut
$15M 713,742 +7 +0%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M 598,486 -8,315 -1%
BCI
5
Brinker Capital Investments
Pennsylvania
$11.2M 532,060 +393,473 +284%
BlackRock
6
BlackRock
New York
$10.1M 480,333 +42,942 +10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.72M 367,608 -4,928 -1%
HPCM
8
Hunter Perkins Capital Management
Illinois
$4.94M 235,330 +235,330 New
KCM
9
Kennedy Capital Management
Missouri
$4.28M 203,648 +20,752 +11%
State Street
10
State Street
Massachusetts
$3.52M 167,444 +13,844 +9%
CCM
11
Carlson Capital Management
Minnesota
$2.62M 119,398 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.58M 122,867 +4,045 +3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$2.23M 106,197 -13,393 -11%
HIM
14
Harbour Investment Management
Washington
$2.12M 100,866 – –
Northern Trust
15
Northern Trust
Illinois
$2.03M 96,494 -1,675 -2%
Stifel Financial
16
Stifel Financial
Missouri
$1.58M 75,000 – –
RJA
17
Raymond James & Associates
Florida
$1.46M 69,611 – –
Renaissance Technologies
18
Renaissance Technologies
New York
$1.38M 65,677 -7,500 -10%
ACM
19
Advisors Capital Management
New Jersey
$1.29M 61,203 +21,886 +56%
BFC
20
Banc Funds Company
Illinois
$1.25M 59,672 -40,328 -40%
PAM
21
Panagora Asset Management
Massachusetts
$1.13M 54,019 +2,264 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$901K 42,898 +3,563 +9%
PI
23
Putnam Investments
Massachusetts
$873K 41,572 -7,900 -16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$788K 37,502 +11,454 +44%
Morgan Stanley
25
Morgan Stanley
New York
$746K 35,516 +4,862 +16%
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