Coastal Financial
114 hedge funds and large institutions have $294M invested in Coastal Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.14% less ownership
Funds ownership: 60.02% → 56.88% (-3.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $715K
Holders
114
Holding in Top 10
5
Calls
–
Puts
$715K
Top Buyers
| 1 | +$2M | |
| 2 | +$1.54M | |
| 3 | +$1.3M | |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.09M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$986K |
Top Sellers
| 1 | -$21.6M | |
| 2 | -$5.89M | |
| 3 | -$2.9M | |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.62M |
| 5 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$1.91M |