We are live on ! Find out more
HBOS

HERITAGE FINANCIAL GROUP
HBOS

Delisted

HBOS was delisted on the 30th of June, 2015.

Back to rankings

59 hedge funds and large institutions have $91.3M invested in HERITAGE FINANCIAL GROUP in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $80M → $91.3M (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

9% less funds holding

Funds holding: 65 → 59 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
18
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$1.63M
2
ZIM
ZPR Investment Management
Florida
+$1.46M
3
BIT
BlackRock Institutional Trust
California
+$1.25M
4
NI
Numeric Investors
Massachusetts
+$1.05M
5
EC
EJF Capital
Virginia
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$1.24M
2
JP Morgan Chase
JP Morgan Chase
New York
-$829K
3
PP
Paloma Partners
Connecticut
-$524K
4
CCM
Castine Capital Management
Massachusetts
-$515K
5
KCM
Kennedy Capital Management
Missouri
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teton Advisors
New York
$695K – – –
HCM
27
Highfields Capital Management
Massachusetts
$653K – – –
BG
28
BlackRock Group
United Kingdom
$634K +$645K +36,402 New
PIM
29
Perkins Investment Management
Illinois
$610K +$620K +35,000 New
BFA
30
BlackRock Fund Advisors
California
$498K +$9.78K +552 +2%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$494K +$10.8K +610 +2%
IAM
32
Iridian Asset Management
Connecticut
$491K -$29.2K -1,650 -6%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$477K -$71.3K -4,025 -13%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$430K -$5.32K -300 -1%
Two Sigma Investments
35
Two Sigma Investments
New York
$395K -$24.4K -1,375 -6%
CIC
36
Cornercap Investment Counsel
Georgia
$367K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$354K -$281K -15,851 -44%
Northern Trust
38
Northern Trust
Illinois
$343K -$1.24M -70,104 -78%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$332K – – –
WCM
40
Wedge Capital Management
North Carolina
$273K -$31.9K -1,800 -10%
WI
41
WHV Investments
California
$250K +$709 +40 +0.3%
BA
42
BlackRock Advisors
Delaware
$234K +$4.91K +277 +2%
SIP
43
Stoneridge Investment Partners
Pennsylvania
$224K +$44.3K +2,500 +24%
Goldman Sachs
44
Goldman Sachs
New York
$194K -$11.6K -654 -6%
CCMH
45
Cornerstone Capital Management Holdings
New York
$139K +$37.2K +2,100 +36%
Credit Agricole
46
Credit Agricole
France
$122K +$124K +7,019 New
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$118K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$109K +$53.2K +3,002 +92%
U
49
UBS
Switzerland
$93K -$35.1K -1,980 -27%
FQ
50
First Quadrant
California
$40K – – –
1
2
3

HBOS Hedge Fund Activity: Q3 2013 in Review

59 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in HERITAGE FINANCIAL GROUP (HBOS) for Q3 2013, worth a combined $91.3M — up 14% from $80M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HBOS and 7 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 18 added.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $1.63M. The largest seller was Northern Trust, cutting an estimated $1.24M.

  • 59 institutional investors held HERITAGE FINANCIAL GROUP (HBOS) as of Q3 2013, down from 65 in Q2 2013.
  • Funds reported $91.3M of HERITAGE FINANCIAL GROUP stock for Q3 2013, up 14% quarter-over-quarter.
  • 7 funds opened new HERITAGE FINANCIAL GROUP positions in Q3 2013 and 13 closed out, a net change of -6 holders.
  • The largest HERITAGE FINANCIAL GROUP buyer in Q3 2013 was Allianz Asset Management, an estimated $1.63M added.
  • The largest HERITAGE FINANCIAL GROUP seller in Q3 2013 was Northern Trust, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2013.