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Coastal Financial
CCB

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

19% more capital invested

Capital invested by funds: $136M → $162M (+$25.4M)

13% more funds holding

Funds holding: 63 → 71 (+8)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

2.79% less ownership

Funds ownership: 54.38% → 51.59% (-2.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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
EAM Investors
California
+$1.38M
2
MCM
Maltese Capital Management
New York
+$1.37M
3
GCIA
Gabelli & Co Investment Advisers
New York
+$1.09M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.06M
5
BlackRock
BlackRock
New York
+$929K

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$11.2M
2
HPCM
Hunter Perkins Capital Management
Illinois
-$784K
3
EC
EJF Capital
Virginia
-$718K
4
PAM
Panagora Asset Management
Massachusetts
-$460K
5
Morgan Stanley
Morgan Stanley
New York
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
EJF Capital
Virginia
$23.1M -$718K -29,049 -3%
FCM
2
FJ Capital Management
Virginia
$20.5M -$371K -15,000 -2%
ECA
3
Endeavour Capital Advisors
Connecticut
$18.7M – – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M -$94.6K -3,829 -0.6%
BlackRock
5
BlackRock
New York
$13.6M +$929K +37,572 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$10M +$369K +14,924 +4%
KCM
7
Kennedy Capital Management
Missouri
$5.69M +$330K +13,338 +7%
HPCM
8
Hunter Perkins Capital Management
Illinois
$5.34M -$784K -31,705 -13%
State Street
9
State Street
Massachusetts
$4.2M -$178K -7,184 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.9M +$640K +25,893 +21%
CCM
11
Carlson Capital Management
Minnesota
$3.13M – – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$2.68M -$98.9K -4,000 -4%
HIM
13
Harbour Investment Management
Washington
$2.65M – – –
Northern Trust
14
Northern Trust
Illinois
$2.35M -$166K -6,731 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.11M +$1.06M +42,885 +114%
ACM
16
Advisors Capital Management
New Jersey
$2.04M +$414K +16,746 +27%
Stifel Financial
17
Stifel Financial
Missouri
$1.97M – – –
RJA
18
Raymond James & Associates
Florida
$1.86M +$32.4K +1,313 +2%
BFC
19
Banc Funds Company
Illinois
$1.56M – – –
Renaissance Technologies
20
Renaissance Technologies
New York
$1.54M -$168K -6,800 -10%
EI
21
EAM Investors
California
$1.46M +$1.38M +55,854 New
MCM
22
Maltese Capital Management
New York
$1.45M +$1.37M +55,300 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.4M +$257K +10,389 +24%
PI
24
Putnam Investments
Massachusetts
$1.31M +$205K +8,314 +20%
GCIA
25
Gabelli & Co Investment Advisers
New York
$1.15M +$1.09M +44,000 New
1
2 3

CCB Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q1 2021, worth a combined $162M — up 19% from $136M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CCB positions and 2 closed out — a net gain of 8 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.38M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $11.2M sold.

  • 71 institutional investors held Coastal Financial (CCB) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $162M of Coastal Financial stock for Q1 2021, up 19% quarter-over-quarter.
  • 10 funds opened new Coastal Financial positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest Coastal Financial buyer in Q1 2021 was EAM Investors, an estimated $1.38M added.
  • The largest Coastal Financial seller in Q1 2021 was Brinker Capital Investments, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2021.