Coastal Financial
CCB
69 hedge funds and large institutions have $184M invested in Coastal Financial in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.
14% more capital invested
Capital invested by funds: $162M → $184M (+$22.2M)
2.22% more ownership
Funds ownership: 51.59% → 53.82% (+2.2%)
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
3% less funds holding
Funds holding: 71 → 69 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$10.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.35M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$493K |
| 4 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$483K |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPCM
Hunter Perkins Capital Management
Lombard,
Illinois
|
-$1.52M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$1.26M |
| 3 |
BlackRock
New York
|
-$711K |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$632K |
| 5 |
Morgan Stanley
New York
|
-$486K |
CCB Hedge Fund Activity: Q2 2021 in Review
69 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q2 2021, worth a combined $184M — up 14% from $162M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CCB and 4 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 25 added.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $10.3M. The largest seller was Hunter Perkins Capital Management, cutting an estimated $1.52M.
- 69 institutional investors held Coastal Financial (CCB) as of Q2 2021, down from 71 in Q1 2021.
- Funds reported $184M of Coastal Financial stock for Q2 2021, up 14% quarter-over-quarter.
- 4 funds opened new Coastal Financial positions in Q2 2021 and 6 closed out, a net change of -2 holders.
- The largest Coastal Financial buyer in Q2 2021 was Brinker Capital Investments, an estimated $10.3M added.
- The largest Coastal Financial seller in Q2 2021 was Hunter Perkins Capital Management, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2021.