Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Coastal Finl Corp Wa (CCB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -27
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — CCB

Based on 177 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CCB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
177 funds currently hold this stock — 87% of the 3.0-year high of 204 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CCB is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

93 buying118 selling
Last quarter: 118 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 35 → 35 → 28. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 28% medium ■ 20% new
91 out of 177 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.
💎

Buying through price weakness — shares +8%, value -38%

Value
-38%
Shares
+8%
Last quarter: funds added +8% more shares while total portfolio value only changed -38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

26 → 18 → 35 → 35 → 28 new funds/Q
New funds entering each quarter: 18 → 35 → 35 → 28. A growing number of institutions are discovering CCB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 183 holders: 107 (58%) are 2+ year veterans, 31 entered 1–2 years ago, and 45 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
41 of 177 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — CCB

In 2026 Q1, 93 hedge funds were net buyers of CCB (28 opened a new position, 65 added to an existing one), while 118 reduced or exited (63 trimmed, 55 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 41% of total institutional value in CCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -27 funds (more exits than new entries). Total institutional holders: 177.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Coastal Finl Corp Wa (CCB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CCB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CCB
-8.1%
XLF
+1220.3%

CCB outperformed XLF by -1228.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CCB
+2.2%
XLF
+4.8%

Since the filing became public, CCB outperformed XLF by -2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 2 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: CCB
177 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 177 204 -13.24%
13F Shares 13M 12M 8.1%
Total Value $843M $1.37B -38.31%
New Positions 28 35 -7
Increased Positions 66 67 -1
Closed Positions 55 18 +37
Reduced Positions 59 70 -11
Total Calls 4 3 33.33%
Total Puts 2 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: CCB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

177 + investors

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

QUARTER:
Top 25 CCB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JCSD Capital, LLC 11.28% 140,140 $10.7M
2 PMC FIG Opportunities LLC 7.44% 63,617 $4.8M
3 Endeavour Capital Advisors Inc 4.72% 273,602 $20.8M
4 Jacobs Asset Management, LLC 4.06% 89,146 $6.8M
5 Graham Capital Wealth Management, LLC 3.37% 49,879 $3.8M
6 Azora Capital LP 3.30% 658,617 $50.1M
7 Rosenthal | Henry Capital Advisors, Inc. 2.16% 29,013 $2.2M
8 Stieven Capital Advisors, L.P. 1.80% 110,571 $8.4M
9 Mendon Capital Advisors Corp 1.65% 56,000 $4.3M
10 Cox Capital Mgt LLC 1.03% 20,451 $1.6M
11 Militia Capital Management LLC 0.83% 48,559 $3.7M
12 Ranger Investment Management, L.P. 0.83% 151,099 $11.5M
13 Persistent Asset Partners Ltd 0.70% 24,673 $1.9M
14 EJF Capital LP 0.66% 12,269 $934K
15 Emerald Mutual Fund Advisers Trust 0.58% 156,664 $11.9M
16 Emerald Advisers, LLC 0.53% 221,182 $16.8M
17 Arcus Capital Partners, LLC 0.53% 12,865 $1.5M
18 Riverwater Partners LLC 0.51% 20,152 $1.5M
19 Peregrine Capital Management LLC 0.39% 139,607 $10.6M
20 Pacific Ridge Capital Partners, LLC 0.34% 20,398 $1.6M
21 SummerHaven Investment Management, LLC 0.32% 6,916 $526K
22 Kennedy Capital Management LLC 0.26% 158,763 $12.1M
23 Westwood Holdings Group Inc 0.18% 331,360 $25.2M
24 EntryPoint Capital, LLC 0.15% 6,560 $499K
25 First Bank & Trust 0.14% 11,382 $866K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CCB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CCB?

More sellers than buyers — 44% buying: Last quarter: 118 funds reduced or exited vs 93 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CCB holders?

Elite ownership — 41% AUM from top-100 funds: 41 of 177 holders are among the 100 largest funds by AUM, controlling 41% 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?

51% of holders stayed for 2+ years: 91 out of 177 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.

Is it too late to buy Coastal Finl Corp Wa (CCB) following the 2026 Q1 hedge fund 13F filings?

As of today, CCB has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -2.6%. Since the quarter end (March 31, 2026), CCB has gained -8.1% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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