HBOS

HERITAGE FINANCIAL GROUP
HBOS

Overview Fund Activity
Delisted

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

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51 hedge funds and large institutions have $156M invested in HERITAGE FINANCIAL GROUP in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 16 closing their positions.

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
12
Increased
17
Reduced
15
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Chicago Capital Management
Illinois
$13.7M
2
YCM
2
Yakira Capital Management
Connecticut
$7.98M
3
AA
3
AQR Arbitrage
Connecticut
$6.02M
4
GLAM
4
Gardner Lewis Asset Management
Pennsylvania
$10.8M
5
WAM
5
Wolverine Asset Management
Illinois
$4.72M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
JAM
2
Jacobs Asset Management
New York
$16.7M
3
CP
3
Clover Partners
Texas
$11.7M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$663K
5
BFC
5
Banc Funds Company
Illinois
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JAM
1
Jacobs Asset Management
New York
$16.7M 612,097 -209,417 -25%
BFC
2
Banc Funds Company
Illinois
$14.1M 517,377 -54,300 -9%
CCM
3
Chicago Capital Management
Illinois
$13.7M 502,883 +502,883 New
CP
4
Clover Partners
Texas
$11.7M 428,413 -95,538 -18%
GLAM
5
Gardner Lewis Asset Management
Pennsylvania
$10.8M 397,471 +210,064 +112%
CCM
6
Castine Capital Management
Massachusetts
$8.21M 301,324 -23,676 -7%
YCM
7
Yakira Capital Management
Connecticut
$7.98M 293,180 +227,180 +344%
CRC
8
Curi RMB Capital
Illinois
$7.06M 259,357 +32,040 +14%
AA
9
AQR Arbitrage
Connecticut
$6.02M 220,966 +220,966 New
Renaissance Technologies
10
Renaissance Technologies
New York
$5.89M 216,200 +40,915 +23%
WRBC
11
W.R. Berkley Corp
Connecticut
$5.6M 205,505 +71,726 +54%
Vanguard Group
12
Vanguard Group
Pennsylvania
$5.41M 198,723 +17,805 +10%
Deutsche Bank
13
Deutsche Bank
Germany
$5.26M 193,170 +95,280 +97%
WAM
14
Wolverine Asset Management
Illinois
$4.72M 173,281 +111,606 +181%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.54M 130,064 – –
KCM
16
Kennedy Capital Management
Missouri
$2.98M 109,540 +291 +0.3%
Morgan Stanley
17
Morgan Stanley
New York
$2.77M 101,780 +50,172 +97%
MCA
18
Mendon Capital Advisors
Florida
$2.35M 86,140 +86,140 New
PCM
19
Prelude Capital Management
New York
$2.3M 84,622 +65,193 +336%
PI
20
Putnam Investments
Massachusetts
$2.19M 80,386 -3,403 -4%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.99M 70,910 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.36M 49,896 -2,887 -5%
KAM
23
Kassirer Asset Management
Ontario, Canada
$1.26M 46,343 +6,343 +16%
JG
24
Jefferies Group
New York
$1.13M 41,304 +41,304 New
TA
25
Teton Advisors
New York
$1.09M 39,900 – –
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