HERITAGE FINANCIAL GROUP
HBOS
HBOS was delisted on the 30th of June, 2015.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLAM
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
+$4.09M |
| 2 |
LOM
Loeb Offshore Management
New York
|
+$3.7M |
| 3 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$2.92M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.78M |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$11M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$4.78M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.82M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$2.39M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.31M |
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.