Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COASTAL FINL CORP WA (CCB)

202 + Investors. Track Smart Money conviction in CCB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — CCB

Based on 200 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
200 hedge funds hold CCB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

101 buying89 selling
Last quarter: 101 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 18 → 35 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 26% medium 26% new
95 out of 200 hedge funds have held CCB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

37 → 26 → 18 → 35 → 34 new funds/Q
New funds entering each quarter: 26 → 18 → 35 → 34. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 8% 1-2yr 37% new
Of 202 current holders: 110 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
37 of 200 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CCB

How many hedge funds hold CCB — quarterly history vs. share price
Quarterly hedge fund ownership of CCB vs. share price

Market Analysis: CCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CCB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: CCB
2026 Q1 Stats Unlock in 18 days 202 + Investors

Track Smart Money conviction in CCB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 202 186 8.6%
13F Shares 12M 12M -1.29%
Total Value $1.37B $1.31B 4.53%
New Positions 34 35 -1
Increased Positions 69 57 +12
Closed Positions 18 20 -2
Reduced Positions 71 72 -1
Total Calls 3 3 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CCB

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

202 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCB. Verified SEC 13F-HR filings.

Top 25 institutional holders of CCB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JCSD Capital, LLC 11.28% 140,140 $10.7M
2 Rosenthal | Henry Capital Advisors, Inc. 2.16% 29,013 $2.2M
3 Cox Capital Mgt LLC 1.03% 20,451 $1.6M
4 PEREGRINE CAPITAL MANAGEMENT LLC 0.39% 139,607 $10.6M
5 SummerHaven Investment Management, LLC 0.32% 6,916 $526K
6 First Bank & Trust 0.14% 11,382 $866K
7 Advisors Capital Management, LLC 0.12% 130,004 $9.9M
8 Quent Capital, LLC 0.11% 21,000 $1.6M
9 Madrona Financial Services, LLC 0.08% 4,865 $370K
10 Tradewinds Capital Management, LLC 0.05% 3,100 $236K
11 Capital Advisors Wealth Management, LLC 0.05% 4,514 $344K
12 Y-Intercept (Hong Kong) Ltd 0.04% 24,768 $1.9M
13 Magnus Financial Group LLC 0.02% 3,152 $240K
14 AlphaQuest LLC 0.01% 2,079 $238K
15 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% 9,232 $699K
16 First Pacific Financial 0.01% 1,130 $86K
17 FIRST HORIZON CORP 0.00% 839 $64K
18 State of Alaska, Department of Revenue 0.00% 2,868
19 Police & Firemen's Retirement System of New Jersey 0.00% 3,371 $257K
20 Versant Capital Management, Inc 0.00% 269 $20K
21 Arizona State Retirement System 0.00% 3,735 $284K
22 Farther Finance Advisors, LLC 0.00% 2,218 $171K
23 TRUIST FINANCIAL CORP 0.00% 14,936 $1.1M
24 SG Americas Securities, LLC 0.00% 13,719 $1K
25 KLP KAPITALFORVALTNING AS 0.00% 2,900 $221K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — COASTAL FINL CORP WA (CCB)

What does the Smart Money Trend signal show for CCB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CCB?

Slight buying edge — 53% buying: Last quarter: 101 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CCB holders?

Elite ownership — 42% AUM from top-100 funds: 37 of 200 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CCB?

48% of holders stayed for 2+ years: 95 out of 200 hedge funds have held CCB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.