HBOS

HERITAGE FINANCIAL GROUP
HBOS

Overview Fund Activity
Delisted

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

Back to rankings

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.

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

1
EC
1
EJF Capital
Virginia
$7.32M
2
BIT
2
BlackRock Institutional Trust
California
$3.68M
3
JAM
3
Jacobs Asset Management
New York
$13.8M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$1.02M
5
KCM
5
Kennedy Capital Management
Missouri
$3.87M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
ZIM
2
ZPR Investment Management
Florida
$0
3
BG
3
BlackRock Group
United Kingdom
$0
4
PIM
4
Perkins Investment Management
Illinois
$0
5
AR
5
Advisory Research
Illinois
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$810K +$810K +42,920 New
FCM
27
FJ Capital Management
Virginia
$809K +$809K +42,019 New
TA
28
Teton Advisors
New York
$768K – – –
HCM
29
Highfields Capital Management
Massachusetts
$722K – – –
BFA
30
BlackRock Fund Advisors
California
$574K +$24.1K +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 +$1.15K +60 +0.3%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$367K +$154 +8 +0%
WCM
36
Wedge Capital Management
North Carolina
$339K +$36.6K +1,900 +12%
Deutsche Bank
37
Deutsche Bank
Germany
$298K -$93.9K -4,878 -24%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$293K -$235K -12,200 -45%
Two Sigma Investments
39
Two Sigma Investments
New York
$279K -$158K -8,190 -36%
BA
40
BlackRock Advisors
Delaware
$264K +$4.8K +249 +2%
SIP
41
Stoneridge Investment Partners
Pennsylvania
$230K -$17.1K -889 -7%
CCMH
42
Cornerstone Capital Management Holdings
New York
$154K – – –
Invesco
43
Invesco
Georgia
$144K +$144K +7,478 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$135K +$14.3K +743 +12%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$95K -$36.5K -1,895 -28%
Credit Agricole
46
Credit Agricole
France
$78K -$56.5K -2,947 -42%
Citigroup
47
Citigroup
New York
$31K -$9.6K -494 -24%
SF
48
Synovus Financial
Georgia
$20K – – –
FQ
49
First Quadrant
California
$12K -$34K -1,700 -74%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.64K -$10 -505 -0.1%
1
2
3