Coastal Financial
111 hedge funds and large institutions have $336M invested in Coastal Financial in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
12% more funds holding
Funds holding: 99 → 111 (+12)
3% less capital invested
Capital invested by funds: $344M → $336M (-$8.78M)
1.82% less ownership
Funds ownership: 58.63% → 56.81% (-1.8%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
Top Sellers
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$27.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.85M |
| 3 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.04M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$815K |
| 5 |
JP Morgan Chase
New York
|
-$637K |
CCB Hedge Fund Activity: Q1 2022 in Review
111 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q1 2022, worth a combined $336M — down 2.5% from $344M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CCB positions and 7 closed out — a net gain of 13 holders — while 40 added to existing stakes and 33 trimmed.
The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $3.89M. The largest seller was EJF Capital, cutting an estimated $27.3M.
- 111 institutional investors held Coastal Financial (CCB) as of Q1 2022, up from 99 in Q4 2021.
- Funds reported $336M of Coastal Financial stock for Q1 2022, down 2.5% quarter-over-quarter.
- 20 funds opened new Coastal Financial positions in Q1 2022 and 7 closed out, a net change of +13 holders.
- The largest Coastal Financial buyer in Q1 2022 was Boothbay Fund Management, an estimated $3.89M added.
- The largest Coastal Financial seller in Q1 2022 was EJF Capital, an estimated $27.3M sold.
Based on aggregated 13F filings for Q1 2022.