Coastal Financial
116 hedge funds and large institutions have $358M invested in Coastal Financial in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
116
Holding in Top 10
3
Calls
$719K
Puts
–
Top Buyers
| 1 | +$4.14M | |
| 2 | +$2.7M | |
| 3 | +$2.15M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$1.63M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$1.58M |
Top Sellers
| 1 | -$4M | |
| 2 | -$1.82M | |
| 3 | -$1.7M | |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.26M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$696K |