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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1.14% less ownership
Funds ownership: 60.71% → 59.57% (-1.1%)
14% less capital invested
Capital invested by funds: $358M → $308M (-$50.3M)
Holders
119
Holding in Top 10
3
Calls
$381K
Puts
–
Top Buyers
| 1 | +$4.39M | |
| 2 | +$3.05M | |
| 3 | +$2.34M | |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$2.33M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$2.11M |
Top Sellers
| 1 | -$5.76M | |
| 2 | -$3.08M | |
| 3 | -$2.74M | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.34M |
| 5 |
Morgan Stanley
New York
|
-$1.67M |