Coastal Financial
CCB
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.
91% more capital invested
Capital invested by funds: $71.5M → $136M (+$65M)
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
5.46% more ownership
Funds ownership: 48.92% → 54.38% (+5.5%)
3% more funds holding
Funds holding: 61 → 63 (+2)
Top Buyers
Top Sellers
CCB Hedge Fund Activity: Q4 2020 in Review
63 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2020, worth a combined $136M — up 91% from $71.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CCB positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $7.02M. The largest seller was Banc Funds Company, cutting an estimated $719K.
- 63 institutional investors held Coastal Financial (CCB) as of Q4 2020, up from 61 in Q3 2020.
- Funds reported $136M of Coastal Financial stock for Q4 2020, up 91% quarter-over-quarter.
- 7 funds opened new Coastal Financial positions in Q4 2020 and 5 closed out, a net change of +2 holders.
- The largest Coastal Financial buyer in Q4 2020 was Brinker Capital Investments, an estimated $7.02M added.
- The largest Coastal Financial seller in Q4 2020 was Banc Funds Company, an estimated $719K sold.
Based on aggregated 13F filings for Q4 2020.