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Coastal Financial

119 hedge funds and large institutions have $308M invested in Coastal Financial in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$381K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.39M
2 +$3.05M
3 +$2.34M
4
BFM
Boothbay Fund Management
New York
+$2.33M
5
Franklin Resources
Franklin Resources
California
+$2.11M

Top Sellers

1 -$5.76M
2 -$3.08M
3 -$2.74M
4
Invesco
Invesco
Georgia
-$2.34M
5
Morgan Stanley
Morgan Stanley
New York
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$33.8M
2
$32.9M
3
$29.2M
4
$23.3M
5
$14.9M
6
$13.2M
7
$11.1M
8
$11M
9
$10.7M
10
$10.4M
11
$8.47M
12
$7.18M
13
$6.14M
14
$4.66M
15
$4.45M
16
$4.33M
17
$3.97M
18
$3.89M
19
$3.89M
20
$3.82M
21
$3.8M
22
$3.8M
23
$3.28M
24
$2.72M
25
$2.63M