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Coastal Financial
CCB

Overview Fund Activity

71 hedge funds and large institutions have $162M invested in Coastal Financial in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
21
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
1
EAM Investors
California
$1.46M
2
MCM
2
Maltese Capital Management
New York
$1.45M
3
GCIA
3
Gabelli & Co Investment Advisers
New York
$1.15M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.11M
5
BlackRock
5
BlackRock
New York
$13.6M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
HPCM
2
Hunter Perkins Capital Management
Illinois
$5.34M
3
EC
3
EJF Capital
Virginia
$23.1M
4
PAM
4
Panagora Asset Management
Massachusetts
$928K
5
Morgan Stanley
5
Morgan Stanley
New York
$531K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$23.1M 882,634 -29,049 -3%
FCM
2
FJ Capital Management
Virginia
$20.5M 780,000 -15,000 -2%
ECA
3
Endeavour Capital Advisors
Connecticut
$18.7M 713,742 – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M 594,657 -3,829 -0.6%
BlackRock
5
BlackRock
New York
$13.6M 517,905 +37,572 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$10M 382,532 +14,924 +4%
KCM
7
Kennedy Capital Management
Missouri
$5.69M 216,986 +13,338 +7%
HPCM
8
Hunter Perkins Capital Management
Illinois
$5.34M 203,625 -31,705 -13%
State Street
9
State Street
Massachusetts
$4.2M 160,260 -7,184 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.9M 148,760 +25,893 +21%
CCM
11
Carlson Capital Management
Minnesota
$3.13M 119,398 – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$2.68M 102,197 -4,000 -4%
HIM
13
Harbour Investment Management
Washington
$2.65M 100,866 – –
Northern Trust
14
Northern Trust
Illinois
$2.35M 89,763 -6,731 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.11M 80,387 +42,885 +114%
ACM
16
Advisors Capital Management
New Jersey
$2.04M 77,949 +16,746 +27%
Stifel Financial
17
Stifel Financial
Missouri
$1.97M 75,000 – –
RJA
18
Raymond James & Associates
Florida
$1.86M 70,924 +1,313 +2%
BFC
19
Banc Funds Company
Illinois
$1.57M 59,672 – –
Renaissance Technologies
20
Renaissance Technologies
New York
$1.54M 58,877 -6,800 -10%
EI
21
EAM Investors
California
$1.46M 55,854 +55,854 New
MCM
22
Maltese Capital Management
New York
$1.45M 55,300 +55,300 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.4M 53,287 +10,389 +24%
PI
24
Putnam Investments
Massachusetts
$1.31M 49,886 +8,314 +20%
GCIA
25
Gabelli & Co Investment Advisers
New York
$1.15M 44,000 +44,000 New
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