HERITAGE FINANCIAL GROUP
HBOS
HBOS was delisted on the 30th of June, 2015.
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.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
14% more capital invested
Capital invested by funds: $137M → $156M (+$18.8M)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
9% less funds holding
Funds holding: 56 → 51 (-5)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$5.76M |
| 2 |
GLAM
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
+$5.33M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.83M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.42M |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$13.1M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$5.31M |
| 3 |
CP
Clover Partners
Dallas,
Texas
|
-$2.42M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.1M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.38M |
HBOS Hedge Fund Activity: Q1 2015 in Review
51 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in HERITAGE FINANCIAL GROUP (HBOS) for Q1 2015, worth a combined $156M — up 14% from $137M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HBOS and 12 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 17 added.
The largest buyer was Yakira Capital Management, adding an estimated $5.76M. The largest seller was EJF Capital, exiting entirely with an estimated $13.1M sold.
- 51 institutional investors held HERITAGE FINANCIAL GROUP (HBOS) as of Q1 2015, down from 56 in Q4 2014.
- Funds reported $156M of HERITAGE FINANCIAL GROUP stock for Q1 2015, up 14% quarter-over-quarter.
- 12 funds opened new HERITAGE FINANCIAL GROUP positions in Q1 2015 and 16 closed out, a net change of -4 holders.
- The largest HERITAGE FINANCIAL GROUP buyer in Q1 2015 was Yakira Capital Management, an estimated $5.76M added.
- The largest HERITAGE FINANCIAL GROUP seller in Q1 2015 was EJF Capital, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2015.