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Coastal Financial
CCB

Overview Fund Activity

79 hedge funds and large institutions have $206M invested in Coastal Financial in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
24
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCA
1
Mendon Capital Advisors
Florida
$3.37M
2
BFM
2
Boothbay Fund Management
New York
$2.23M
3
SCC
3
Second Curve Capital
Pennsylvania
$2.13M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.99M
5
ERSOT
5
Employees Retirement System of Texas
Texas
$1.59M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$13.4M
2
HPCM
2
Hunter Perkins Capital Management
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$32K
5
California State Teachers Retirement System (CalSTRS)
5
California State Teachers Retirement System (CalSTRS)
California
$163K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$29.2M 917,159 +34,525 +4%
ECA
2
Endeavour Capital Advisors
Connecticut
$22.7M 713,742 – –
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.6M 614,160 +2,669 +0.4%
BlackRock
4
BlackRock
New York
$16.7M 523,052 +29,431 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.8M 433,118 +4,655 +1%
FCM
6
FJ Capital Management
Virginia
$13.4M 421,000 -316,000 -43%
BCI
7
Brinker Capital Investments
Pennsylvania
$10.1M 352,227 – –
KCM
8
Kennedy Capital Management
Missouri
$7.12M 223,508 -1,658 -0.7%
State Street
9
State Street
Massachusetts
$5.53M 173,699 +21,360 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.1M 160,149 +1,732 +1%
CCM
11
Carlson Capital Management
Minnesota
$3.8M 119,398 – –
ACM
12
Advisors Capital Management
New Jersey
$3.69M 115,807 +23,172 +25%
MCA
13
Mendon Capital Advisors
Florida
$3.37M 105,650 +89,169 +541%
HIM
14
Harbour Investment Management
Washington
$3.21M 100,866 – –
AllianceBernstein
15
AllianceBernstein
Tennessee
$3.04M 95,309 -2,300 -2%
Northern Trust
16
Northern Trust
Illinois
$2.75M 86,379 -5,135 -6%
Stifel Financial
17
Stifel Financial
Missouri
$2.39M 75,000 – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.25M 70,463 -6,285 -8%
BFM
19
Boothbay Fund Management
New York
$2.23M 70,000 +70,000 New
RJA
20
Raymond James & Associates
Florida
$2.22M 69,611 – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.21M 69,198 +8,997 +15%
Renaissance Technologies
22
Renaissance Technologies
New York
$2.17M 68,174 +8,700 +15%
SCC
23
Second Curve Capital
Pennsylvania
$2.13M 66,753 +66,753 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$1.99M 62,358 +62,358 New
BFC
25
Banc Funds Company
Illinois
$1.9M 59,672 – –
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