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Coastal Financial
CCB

169 hedge funds and large institutions have $864M invested in Coastal Financial in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $323K | Put options by funds: $42K

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

90% more capital invested

Capital invested by funds: $455M → $864M (+$409M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

16% more funds holding

Funds holding: 146 → 169 (+23)

5.56% more ownership

Funds ownership: 62.6% → 68.15% (+5.6%)

Holders
169
Holders Change
+23
Holders Change %
+15.75%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
41
Increased
60
Reduced
49
Closed
17
Calls
$323K
Puts
$42K
Net Calls
+$281K
Net Calls Change
+$76K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$29.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.2M
3
ACL
Azora Capital LP
Florida
+$27.8M
4
DCM
Driehaus Capital Management
Illinois
+$6.71M
5
WHG
Westwood Holdings Group
Texas
+$6.26M

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$20.5M
2
JAM
Jacobs Asset Management
New York
-$5.4M
3
BlackRock
BlackRock
New York
-$3.33M
4
EC
EJF Capital
Virginia
-$2.03M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$112M +$29.6M +423,864 +47%
BlackRock
2
BlackRock
New York
$90.8M -$3.33M -47,702 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.2M +$4.9M +70,272 +11%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$38.8M +$29.2M +417,767 +1,068%
ECA
5
Endeavour Capital Advisors
Connecticut
$38.7M -$20.5M -293,176 -39%
ACL
6
Azora Capital LP
Florida
$33.8M +$27.8M +397,994 New
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.7M +$2.37M +33,980 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$30.8M -$540K -7,737 -2%
State Street
9
State Street
Massachusetts
$29.9M +$2.67M +38,319 +12%
GKIM
10
GW&K Investment Management
Massachusetts
$25.8M -$399K -5,715 -2%
KCM
11
Kennedy Capital Management
Missouri
$25.4M +$5.82M +83,331 +39%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22M -$88.1K -1,262 -0.5%
ACM
13
Advisors Capital Management
New Jersey
$13.5M -$79.6K -1,141 -0.7%
American Century Companies
14
American Century Companies
Missouri
$13.4M +$105K +1,511 +1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$12.3M -$343K -4,915 -3%
BFM
16
Boothbay Fund Management
New York
$10.4M +$1.31M +18,705 +18%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.3M +$306K +4,388 +4%
JAM
18
Jacobs Asset Management
New York
$9.35M -$5.4M -77,404 -41%
Northern Trust
19
Northern Trust
Illinois
$9.1M -$38.2K -547 -0.5%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$8.78M +$2.1M +30,117 +41%
PFMOSF
21
Philadelphia Financial Management of San Francisco
California
$8.69M +$4.51M +64,683 +172%
SCA
22
Stieven Capital Advisors
Missouri
$8.68M +$1.96M +28,100 +38%
N
23
Nuveen
North Carolina
$8.17M +$3.15M +45,100 +88%
DCM
24
Driehaus Capital Management
Illinois
$8.17M +$6.71M +96,215 New
Charles Schwab
25
Charles Schwab
California
$7.89M +$66.4K +952 +1%
1
2 3 4 5

CCB Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2024, worth a combined $864M — up 90% from $455M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CCB positions and 17 closed out — a net gain of 24 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $29.6M. The largest seller was Endeavour Capital Advisors, cutting an estimated $20.5M.

  • 169 institutional investors held Coastal Financial (CCB) as of Q4 2024, up from 146 in Q3 2024.
  • Funds reported $864M of Coastal Financial stock for Q4 2024, up 90% quarter-over-quarter.
  • 41 funds opened new Coastal Financial positions in Q4 2024 and 17 closed out, a net change of +24 holders.
  • The largest Coastal Financial buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $29.6M added.
  • The largest Coastal Financial seller in Q4 2024 was Endeavour Capital Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2024.