HERITAGE FINANCIAL GROUP
HBOS
HBOS was delisted on the 30th of June, 2015.
59 hedge funds and large institutions have $97.4M invested in HERITAGE FINANCIAL GROUP in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 13 closing their positions.
22% more capital invested
Capital invested by funds: $80M → $97.4M (+$17.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
9% less funds holding
Funds holding: 65 → 59 (-6)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$1.63M |
| 2 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$1.46M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.25M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.05M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$1.24M |
| 2 |
JP Morgan Chase
New York
|
-$829K |
| 3 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$524K |
| 4 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
-$515K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$450K |
HBOS Hedge Fund Activity: Q3 2013 in Review
59 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in HERITAGE FINANCIAL GROUP (HBOS) for Q3 2013, worth a combined $97.4M — up 22% from $80M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of HBOS and 7 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 18 added.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $1.63M. The largest seller was Northern Trust, cutting an estimated $1.24M.
- 59 institutional investors held HERITAGE FINANCIAL GROUP (HBOS) as of Q3 2013, down from 65 in Q2 2013.
- Funds reported $97.4M of HERITAGE FINANCIAL GROUP stock for Q3 2013, up 22% quarter-over-quarter.
- 7 funds opened new HERITAGE FINANCIAL GROUP positions in Q3 2013 and 13 closed out, a net change of -6 holders.
- The largest HERITAGE FINANCIAL GROUP buyer in Q3 2013 was Allianz Asset Management, an estimated $1.63M added.
- The largest HERITAGE FINANCIAL GROUP seller in Q3 2013 was Northern Trust, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2013.