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Coastal Financial
CCB

Overview Fund Activity

99 hedge funds and large institutions have $344M invested in Coastal Financial in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
39
Reduced
19
Closed
3
Calls
$45K
Puts
$55K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$29.3M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.11M
3
BlackRock
3
BlackRock
New York
$33.1M
4
EC
4
EJF Capital
Virginia
$50.1M
5
SCC
5
Second Curve Capital
Pennsylvania
$5.76M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$2.53M
2
BFM
2
Boothbay Fund Management
New York
$0
3
MCM
3
Maltese Capital Management
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$16.1M
5
GCIA
5
Gabelli & Co Investment Advisers
New York
$810K
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
EJF Capital
Virginia
$50.1M 990,527 +73,368 +8%
ECA
2
Endeavour Capital Advisors
Connecticut
$36.1M 713,742 – –
BlackRock
3
BlackRock
New York
$33.1M 653,992 +130,940 +25%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$29.3M 577,835 +515,477 +827%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22.5M 445,095 +11,977 +3%
BCI
6
Brinker Capital Investments
Pennsylvania
$16.1M 317,953 -34,274 -10%
KCM
7
Kennedy Capital Management
Missouri
$12.1M 239,739 +16,231 +7%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.11M 179,974 +171,649 +2,062%
State Street
9
State Street
Massachusetts
$8.44M 166,693 -7,006 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.07M 159,334 -815 -0.5%
MCA
11
Mendon Capital Advisors
Florida
$7.59M 150,000 +44,350 +42%
AllianceBernstein
12
AllianceBernstein
Tennessee
$6.32M 124,809 +29,500 +31%
ACM
13
Advisors Capital Management
New Jersey
$6.31M 124,568 +8,761 +8%
CCM
14
Carlson Capital Management
Minnesota
$6.04M 119,398 – –
SCC
15
Second Curve Capital
Pennsylvania
$5.76M 113,753 +47,000 +70%
HIM
16
Harbour Investment Management
Washington
$5.33M 105,221 +4,355 +4%
BFC
17
Banc Funds Company
Illinois
$4.65M 91,922 +32,250 +54%
PI
18
Putnam Investments
Massachusetts
$4.51M 89,072 +35,200 +65%
Northern Trust
19
Northern Trust
Illinois
$4.31M 85,047 -1,332 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$4.08M 80,640 +11,442 +17%
Stifel Financial
21
Stifel Financial
Missouri
$3.8M 75,000 – –
JC
22
JCSD Capital
California
$3.72M 73,475 +36,348 +98%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.64M 71,860 +1,397 +2%
TC
24
TownSquare Capital
Utah
$3.23M 63,803 +6,328 +11%
EI
25
EAM Investors
California
$3.09M 61,089 +26,844 +78%
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