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BayFirst Financial Corp
BAFN

13 hedge funds and large institutions have $9.05M invested in BayFirst Financial Corp in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

16% more capital invested

Capital invested by funds: $7.82M → $9.05M (+$1.23M)

0.1% less ownership

Funds ownership: 16.99% → 16.88% (-0.1%)

13% less funds holding

Funds holding: 15 → 13 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$132K
2
GCM
Gator Capital Management
Florida
+$112K
3
BFC
Banc Funds Company
Illinois
+$55K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08K
5
First Manhattan
First Manhattan
New York
+$1.07K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$175K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$150K
3
TRCT
Tower Research Capital (TRC)
New York
-$5.82K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.6K
5
UBS Group
UBS Group
Switzerland
-$1.55K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
1
First Manhattan
New York
$1.81M +$1.07K +100 +0.1%
BFC
2
Banc Funds Company
Illinois
$1.81M +$55K +5,159 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.61M -$150K -14,042 -10%
GCM
4
Gator Capital Management
Florida
$809K +$112K +10,474 +20%
APP
5
Avantax Planning Partners
Iowa
$732K – – –
SM
6
Salzhauer Michael
$718K – – –
BlackRock
7
BlackRock
New York
$638K -$1.09K -102 -0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$388K – – –
KCM
9
Kennedy Capital Management
Missouri
$361K +$139 +13 +0%
Northern Trust
10
Northern Trust
Illinois
$161K +$132K +12,356 New
TRCT
11
Tower Research Capital (TRC)
New York
$7.7K -$5.82K -546 -48%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2K +$1.08K +101 +168%
Wells Fargo
13
Wells Fargo
California
$352 +$11 +1 +4%
Creative Planning
14
Creative Planning
Kansas
– -$175K -15,568 Closed
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
– -$3.6K -323 Closed
UBS Group
16
UBS Group
Switzerland
– -$1.55K -138 Closed

BAFN Hedge Fund Activity: Q4 2023 in Review

13 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in BayFirst Financial Corp (BAFN) for Q4 2023, worth a combined $9.05M — up 16% from $7.82M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BAFN and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $132K. The largest seller was Creative Planning, exiting entirely with an estimated $175K sold.

  • 13 institutional investors held BayFirst Financial Corp (BAFN) as of Q4 2023, down from 15 in Q3 2023.
  • Funds reported $9.05M of BayFirst Financial Corp stock for Q4 2023, up 16% quarter-over-quarter.
  • 1 fund opened new BayFirst Financial Corp positions in Q4 2023 and 3 closed out, a net change of -2 holders.
  • The largest BayFirst Financial Corp buyer in Q4 2023 was Northern Trust, an estimated $132K added.
  • The largest BayFirst Financial Corp seller in Q4 2023 was Creative Planning, an estimated $175K sold.

Based on aggregated 13F filings for Q4 2023.