HBOS

HERITAGE FINANCIAL GROUP
HBOS

Overview Fund Activity
Delisted

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

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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
FP
4
Foundry Partners
Minnesota
$1.31M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$1.02M

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 Market Value Shares Shares
Change 		Shares
Change %
JAM
1
Jacobs Asset Management
New York
$13.8M 716,026 +75,737 +12%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.7M 555,766 – –
CP
3
Clover Partners
Texas
$10.4M 542,759 +3,150 +0.6%
BFC
4
Banc Funds Company
Illinois
$9.96M 517,297 +8,000 +2%
ECA
5
Endeavour Capital Advisors
Connecticut
$8.93M 463,846 +20,781 +5%
EC
6
EJF Capital
Virginia
$7.32M 380,342 +128,300 +51%
KCM
7
Kennedy Capital Management
Missouri
$3.87M 200,757 +42,393 +27%
BIT
8
BlackRock Institutional Trust
California
$3.68M 191,151 +88,342 +86%
CCM
9
Castine Capital Management
Massachusetts
$3.16M 164,000 – –
Vanguard Group
10
Vanguard Group
Pennsylvania
$3.1M 161,018 – –
Boston Partners
11
Boston Partners
Massachusetts
$2.45M 127,200 +42,200 +50%
AR
12
Advisory Research
Illinois
$2.35M 121,913 -29,390 -19%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.29M 119,055 +3,338 +3%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.01M 104,600 +6,300 +6%
PI
15
Putnam Investments
Massachusetts
$1.67M 86,793 -1,307 -1%
RFC
16
Russell Frank Company
Washington
$1.43M 75,900 -9,100 -11%
BCM
17
Bridgeway Capital Management
Texas
$1.38M 71,700 -22,400 -24%
Morgan Stanley
18
Morgan Stanley
New York
$1.36M 70,394 +8,568 +14%
FP
19
Foundry Partners
Minnesota
$1.31M 67,787 +67,787 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.21M 62,877 +8,494 +16%
NI
21
Numeric Investors
Massachusetts
$1.09M 56,494 -2,548 -4%
BIG
22
Blackthorn Investment Group
Kansas
$1.06M 55,094 +7,095 +15%
CIM
23
Corbyn Investment Management
Maryland
$1.02M 53,165 – –
PAIM
24
Punch & Associates Investment Management
Minnesota
$1.02M 53,038 +53,038 New
BP
25
Boston Provident
New Jersey
$932K 48,397 -2,019 -4%
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