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HBOS

HERITAGE FINANCIAL GROUP
HBOS

Delisted

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

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65 hedge funds and large institutions have $80M invested in HERITAGE FINANCIAL GROUP in 2013 Q2 according to their latest regulatory filings, with 65 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+65
Holders Change %
–
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1
Jacobs Asset Management
New York
$9.45M +$9.22M +640,589 New
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.82M +$7.63M +529,841 New
CP
3
Clover Partners
Texas
$7.58M +$7.39M +513,604 New
BFC
4
Banc Funds Company
Illinois
$7.51M +$7.33M +509,297 New
ECA
5
Endeavour Capital Advisors
Connecticut
$6.5M +$6.34M +440,705 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.1M +$4.97M +345,505 New
EC
7
EJF Capital
Virginia
$2.88M +$2.81M +195,300 New
CCM
8
Castine Capital Management
Massachusetts
$2.85M +$2.78M +193,036 New
KCM
9
Kennedy Capital Management
Missouri
$2.71M +$2.64M +183,733 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$2.38M +$2.32M +161,018 New
AR
11
Advisory Research
Illinois
$2.23M +$2.18M +151,303 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.67M +$1.63M +113,484 New
PI
13
Putnam Investments
Massachusetts
$1.42M +$1.38M +95,913 New
RFC
14
Russell Frank Company
Washington
$1.39M +$1.35M +93,953 New
Boston Partners
15
Boston Partners
Massachusetts
$1.39M +$1.35M +93,900 New
Northern Trust
16
Northern Trust
Illinois
$1.32M +$1.29M +89,795 New
Renaissance Technologies
17
Renaissance Technologies
New York
$1.16M +$1.13M +78,400 New
BP
18
Boston Provident
New Jersey
$873K +$852K +59,174 New
BIG
19
Blackthorn Investment Group
Kansas
$858K +$837K +58,155 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$843K +$822K +57,127 New
BCM
21
Bridgeway Capital Management
Texas
$836K +$816K +56,700 New
JP Morgan Chase
22
JP Morgan Chase
New York
$829K +$809K +56,222 New
CIM
23
Corbyn Investment Management
Maryland
$784K +$765K +53,165 New
Morgan Stanley
24
Morgan Stanley
New York
$611K +$595K +41,363 New
TA
25
Teton Advisors
New York
$589K +$574K +39,900 New
1
2 3

HBOS Hedge Fund Activity: Q2 2013 in Review

65 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in HERITAGE FINANCIAL GROUP (HBOS) for Q2 2013, worth a combined $80M.

Buyers outnumbered sellers: 65 funds opened new HBOS positions and 0 closed out — a net gain of 65 holders — while 0 added to existing stakes and 0 trimmed.

  • 65 institutional investors held HERITAGE FINANCIAL GROUP (HBOS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $80M of HERITAGE FINANCIAL GROUP stock for Q2 2013.
  • 65 funds opened new HERITAGE FINANCIAL GROUP positions in Q2 2013 and 0 closed out, a net change of +65 holders.

Based on aggregated 13F filings for Q2 2013.