BayFirst Financial Corp
BAFN
15 hedge funds and large institutions have $11.9M invested in BayFirst Financial Corp in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
15% more funds holding
Funds holding: 13 → 15 (+2)
5% more capital invested
Capital invested by funds: $11.3M → $11.9M (+$617K)
0.7% more ownership
Funds ownership: 16.96% → 17.66% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$457K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$18.1K |
| 3 |
BlackRock
New York
|
+$12K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.45K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$4.45K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $2.54M | +$877 | +53 | +0% |
|
2
First Manhattan
New York
| $2.44M | – | – | – |
|
|
BFC
3
Banc Funds Company
Chicago,
Illinois
| $2.23M | – | – | – |
|
|
SM
4
Salzhauer Michael
| $921K | – | – | – |
|
|
5
BlackRock
New York
| $800K | +$12K | +726 | +2% |
|
|
APP
6
Avantax Planning Partners
Dubuque,
Iowa
| $637K | – | – | – |
|
7
AllianceBernstein
Nashville,
Tennessee
| $592K | – | – | – |
|
|
GCM
8
Gator Capital Management
Tampa,
Florida
| $589K | – | – | – |
|
|
KCM
9
Kennedy Capital Management
St Louis,
Missouri
| $462K | +$457K | +27,620 | New |
|
|
10
Geode Capital Management
Boston,
Massachusetts
| $413K | +$4.24K | +256 | +1% |
|
|
11
Creative Planning
Overland Park,
Kansas
| $260K | -$4.45K | -269 | -2% |
|
|
12
UBS Group
Zurich,
Switzerland
| $27.5K | +$18.1K | +1,096 | +200% |
|
|
13
Bank of America
Charlotte,
North Carolina
| $4.5K | +$4.45K | +269 | New |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| $3K | +$3.08K | +186 | New |
|
15
Wells Fargo
San Francisco,
California
| $385 | +$17 | +1 | +5% |
|
|
16
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -41 | Closed |
|
BAFN Hedge Fund Activity: Q4 2022 in Review
15 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in BayFirst Financial Corp (BAFN) for Q4 2022, worth a combined $11.9M — up 5.5% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BAFN positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $457K. The largest seller was Creative Planning, cutting an estimated $4.45K.
- 15 institutional investors held BayFirst Financial Corp (BAFN) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $11.9M of BayFirst Financial Corp stock for Q4 2022, up 5.5% quarter-over-quarter.
- 3 funds opened new BayFirst Financial Corp positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest BayFirst Financial Corp buyer in Q4 2022 was Kennedy Capital Management, an estimated $457K added.
- The largest BayFirst Financial Corp seller in Q4 2022 was Creative Planning, an estimated $4.45K sold.
Based on aggregated 13F filings for Q4 2022.