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HBOS

HERITAGE FINANCIAL GROUP
HBOS

Delisted

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

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56 hedge funds and large institutions have $137M invested in HERITAGE FINANCIAL GROUP in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more capital invested

Capital invested by funds: $116M → $137M (+$21.6M)

10% more funds holding

Funds holding: 51 → 56 (+5)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
14
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GLAM
Gardner Lewis Asset Management
Pennsylvania
+$4.09M
2
LOM
Loeb Offshore Management
New York
+$3.7M
3
WRBC
W.R. Berkley Corp
Connecticut
+$2.92M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.78M
5
YCM
Yakira Capital Management
Connecticut
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$11M
2
BIT
BlackRock Institutional Trust
California
-$4.78M
3
CRC
Curi RMB Capital
Illinois
-$2.82M
4
Boston Partners
Boston Partners
Massachusetts
-$2.39M
5
KCM
Kennedy Capital Management
Missouri
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
51
BlackRock Institutional Trust
California
$39K -$4.78M -218,639 -99%
SF
52
Synovus Financial
Georgia
$26K – – –
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.94K – – –
SEI Investments
54
SEI Investments
Pennsylvania
$7K +$4.96K +227 New
Citigroup
55
Citigroup
New York
$2K +$1.83K +84 New
TRCT
56
Tower Research Capital (TRC)
New York
$1K +$852 +39 +975%
Boston Partners
57
Boston Partners
Massachusetts
– -$2.39M -118,400 Closed
FP
58
Foundry Partners
Minnesota
– -$1.51M -75,025 Closed
RFC
59
Russell Frank Company
Washington
– -$1.35M -67,000 Closed
FCM
60
FJ Capital Management
Virginia
– -$848K -42,019 Closed
IAM
61
Iridian Asset Management
Connecticut
– -$272K -13,481 Closed
SIP
62
Stoneridge Investment Partners
Pennsylvania
– -$228K -11,290 Closed
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
– -$76K -3,767 Closed
Axa
64
Axa
France
– -$40K -2,000 Closed
Federated Hermes
65
Federated Hermes
Pennsylvania
– -$2K -87 Closed
1 2
3

HBOS Hedge Fund Activity: Q4 2014 in Review

56 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in HERITAGE FINANCIAL GROUP (HBOS) for Q4 2014, worth a combined $137M — up 19% from $116M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HBOS positions and 9 closed out — a net gain of 6 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Gardner Lewis Asset Management, opening a new position worth an estimated $4.09M. The largest seller was Endeavour Capital Advisors, cutting an estimated $11M.

  • 56 institutional investors held HERITAGE FINANCIAL GROUP (HBOS) as of Q4 2014, up from 51 in Q3 2014.
  • Funds reported $137M of HERITAGE FINANCIAL GROUP stock for Q4 2014, up 19% quarter-over-quarter.
  • 15 funds opened new HERITAGE FINANCIAL GROUP positions in Q4 2014 and 9 closed out, a net change of +6 holders.
  • The largest HERITAGE FINANCIAL GROUP buyer in Q4 2014 was Gardner Lewis Asset Management, an estimated $4.09M added.
  • The largest HERITAGE FINANCIAL GROUP seller in Q4 2014 was Endeavour Capital Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2014.