HERITAGE FINANCIAL GROUP
HBOS
HBOS was delisted on the 30th of June, 2015.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
+$2.3M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.58M |
| 3 |
JAM
Jacobs Asset Management
New York
|
+$1.36M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$950K |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$1.6M |
| 2 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$1.43M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
-$634K |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$610K |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$527K |
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.