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HBOS

HERITAGE FINANCIAL GROUP
HBOS

Delisted

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

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58 hedge funds and large institutions have $106M invested in HERITAGE FINANCIAL GROUP in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more capital invested

Capital invested by funds: $91.3M → $106M (+$14.6M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

2% less funds holding

Funds holding: 59 → 58 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
19
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$2.3M
2
BIT
BlackRock Institutional Trust
California
+$1.58M
3
JAM
Jacobs Asset Management
New York
+$1.36M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$950K
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$769K

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$1.6M
2
ZIM
ZPR Investment Management
Florida
-$1.43M
3
BG
BlackRock Group
United Kingdom
-$634K
4
PIM
Perkins Investment Management
Illinois
-$610K
5
AR
Advisory Research
Illinois
-$527K
Name Holding Trade Value Shares
Change 		Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$810K +$769K +42,920 New
FCM
27
FJ Capital Management
Virginia
$809K +$753K +42,019 New
TA
28
Teton Advisors
New York
$768K – – –
HCM
29
Highfields Capital Management
Massachusetts
$722K – – –
BFA
30
BlackRock Fund Advisors
California
$574K +$22.4K +1,250 +4%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$546K – – –
IAM
32
Iridian Asset Management
Connecticut
$543K – – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$468K – – –
Northern Trust
34
Northern Trust
Illinois
$380K +$1.07K +60 +0.3%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$367K +$143 +8 +0%
WCM
36
Wedge Capital Management
North Carolina
$339K +$34K +1,900 +12%
Deutsche Bank
37
Deutsche Bank
Germany
$298K -$87.4K -4,878 -24%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$293K -$219K -12,200 -45%
Two Sigma Investments
39
Two Sigma Investments
New York
$279K -$147K -8,190 -36%
BA
40
BlackRock Advisors
Delaware
$264K +$4.46K +249 +2%
SIP
41
Stoneridge Investment Partners
Pennsylvania
$230K -$15.9K -889 -7%
CCMH
42
Cornerstone Capital Management Holdings
New York
$154K – – –
Invesco
43
Invesco
Georgia
$144K +$134K +7,478 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$135K +$13.3K +743 +12%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$95K -$34K -1,895 -28%
Credit Agricole
46
Credit Agricole
France
$78K -$52.8K -2,947 -42%
Citigroup
47
Citigroup
New York
$31K -$8.85K -494 -24%
SF
48
Synovus Financial
Georgia
$20K – – –
FQ
49
First Quadrant
California
$12K -$30.5K -1,700 -74%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.64K -$9.05K -505 -0.1%
1
2
3

HBOS Hedge Fund Activity: Q4 2013 in Review

58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in HERITAGE FINANCIAL GROUP (HBOS) for Q4 2013, worth a combined $106M — up 16% from $91.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HBOS and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 19 added.

The largest buyer was EJF Capital, adding an estimated $2.3M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $1.6M sold.

  • 58 institutional investors held HERITAGE FINANCIAL GROUP (HBOS) as of Q4 2013, down from 59 in Q3 2013.
  • Funds reported $106M of HERITAGE FINANCIAL GROUP stock for Q4 2013, up 16% quarter-over-quarter.
  • 7 funds opened new HERITAGE FINANCIAL GROUP positions in Q4 2013 and 8 closed out, a net change of -1 holder.
  • The largest HERITAGE FINANCIAL GROUP buyer in Q4 2013 was EJF Capital, an estimated $2.3M added.
  • The largest HERITAGE FINANCIAL GROUP seller in Q4 2013 was Allianz Asset Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2013.