Sound Financial Bancorp
SFBC
26 hedge funds and large institutions have $38.2M invested in Sound Financial Bancorp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
18% more funds holding
Funds holding: 22 → 26 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
1.13% less ownership
Funds ownership: 42.47% → 41.35% (-1.1%)
7% less capital invested
Capital invested by funds: $40.9M → $38.2M (-$2.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
+$1.34M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$398K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$363K |
| 4 |
HF
HRT Financial
New York
|
+$322K |
| 5 |
BlackRock
New York
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.04M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.04M |
| 3 |
BCM
BHZ Capital Management
San Jose,
California
|
-$821K |
| 4 |
MCM
Maltese Capital Management
New York
|
-$90.4K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$56.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $604 | +$615 | +17 | New |
|
|
BCM
27
BHZ Capital Management
San Jose,
California
| – | -$821K | -22,174 | Closed |
|
SFBC Hedge Fund Activity: Q2 2023 in Review
26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q2 2023, worth a combined $38.2M — down 6.6% from $40.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SFBC positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Stilwell Value, adding an estimated $1.34M. The largest seller was Vanguard Group, cutting an estimated $2.04M.
- 26 institutional investors held Sound Financial Bancorp (SFBC) as of Q2 2023, up from 22 in Q1 2023.
- Funds reported $38.2M of Sound Financial Bancorp stock for Q2 2023, down 6.6% quarter-over-quarter.
- 5 funds opened new Sound Financial Bancorp positions in Q2 2023 and 1 closed out, a net change of +4 holders.
- The largest Sound Financial Bancorp buyer in Q2 2023 was Stilwell Value, an estimated $1.34M added.
- The largest Sound Financial Bancorp seller in Q2 2023 was Vanguard Group, an estimated $2.04M sold.
Based on aggregated 13F filings for Q2 2023.