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BKSC

Bank of South Carolina

Delisted

BKSC was delisted on the 14th of September, 2023.

21 hedge funds and large institutions have $5.02M invested in Bank of South Carolina in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

9% less funds holding

Funds holding: 2321 (-2)

10% less capital invested

Capital invested by funds: $5.59M → $5.02M (-$571K)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04M
Northern Trust
2
Northern Trust
Illinois
$575K +$6.36K +446 +1%
LPL Financial
3
LPL Financial
California
$540K +$127K +8,892 +30%
Bank of America
4
Bank of America
North Carolina
$536K
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$424K +$32.1K +2,247 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$408K +$54.8K +3,839 +15%
Wells Fargo
7
Wells Fargo
California
$237K +$99.2K +6,953 +69%
Morgan Stanley
8
Morgan Stanley
New York
$235K -$13.7K -960 -5%
BIMC
9
Benson Investment Management Company
Virginia
$163K -$1.58K -111 -0.9%
State Street
10
State Street
Massachusetts
$158K
BlackRock
11
BlackRock
New York
$158K +$16.4K +1,149 +11%
PAG
12
Private Advisor Group
New Jersey
$153K
AWM
13
Apollon Wealth Management
South Carolina
$149K
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$142K
Osaic Holdings
15
Osaic Holdings
Arizona
$75.5K -$29.9K -2,095 -28%
UBS Group
16
UBS Group
Switzerland
$12.8K +$13.1K +917 New
GI
17
Gradient Investments
Minnesota
$9.22K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3K +$870 +61 +54%
CFGS
19
Concourse Financial Group Securities
Alabama
$1.6K
TRCT
20
Tower Research Capital (TRC)
New York
$224 -$1.81K -127 -89%
NA
21
NewEdge Advisors
Louisiana
$28
Brown Advisory
22
Brown Advisory
Maryland
-$223K -14,110 Closed
NFSG
23
Newbridge Financial Services Group
Florida
-$1.58K -100 Closed
BAM
24
Belpointe Asset Management
Nevada
-$247 -16 Closed

BKSC Hedge Fund Activity: Q2 2023 in Review

21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bank of South Carolina (BKSC) for Q2 2023, worth a combined $5.02M — down 10% from $5.59M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BKSC and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was LPL Financial, adding an estimated $127K. The largest seller was Brown Advisory, exiting entirely with an estimated $223K sold.

  • 21 institutional investors held Bank of South Carolina (BKSC) as of Q2 2023, down from 23 in Q1 2023.
  • Funds reported $5.02M of Bank of South Carolina stock for Q2 2023, down 10% quarter-over-quarter.
  • 1 fund opened new Bank of South Carolina positions in Q2 2023 and 3 closed out, a net change of -2 holders.
  • The largest Bank of South Carolina buyer in Q2 2023 was LPL Financial, an estimated $127K added.
  • The largest Bank of South Carolina seller in Q2 2023 was Brown Advisory, an estimated $223K sold.

Based on aggregated 13F filings for Q2 2023.