Sound Financial Bancorp
SFBC
14 hedge funds and large institutions have $11.3M invested in Sound Financial Bancorp in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
3% more capital invested
Capital invested by funds: $11M → $11.3M (+$312K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$78.3K |
| 2 |
OC
Oppenheimer & Close
New York
|
+$61.7K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$17.5K |
| 4 |
TF
Trutina Financial
Bellevue,
Washington
|
+$16.5K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$273 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SJ
Stilwell Joseph
|
-$143K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SJ
1
Stilwell Joseph
| $4.15M | -$143K | -8,400 | -3% |
|
2
Wellington Management Group
Boston,
Massachusetts
| $3.47M | – | – | – |
|
|
EC
3
EJF Capital
Arlington,
Virginia
| $1.3M | – | – | – |
|
|
OC
4
Oppenheimer & Close
New York
| $1.27M | +$61.7K | +3,618 | +5% |
|
|
FVP
5
Firefly Value Partners
Newtown,
Pennsylvania
| $779K | – | – | – |
|
6
Vanguard Group
Malvern,
Pennsylvania
| $179K | – | – | – |
|
|
7
AllianceBernstein
Nashville,
Tennessee
| $80K | +$78.3K | +4,590 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $26K | +$17.5K | +1,028 | +211% |
|
|
TF
9
Trutina Financial
Bellevue,
Washington
| $17K | +$16.5K | +966 | New |
|
|
BIT
10
BlackRock Institutional Trust
San Francisco,
California
| $4K | – | – | – |
|
11
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
12
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7 | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$3K | -160 | Closed |
|
14
Morgan Stanley
New York
| – | +$68 | +4 | New |
|
|
15
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$273 | +16 | +533% |
|
SFBC Hedge Fund Activity: Q1 2014 in Review
14 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q1 2014, worth a combined $11.3M — up 2.8% from $11M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SFBC positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was AllianceBernstein, opening a new position worth an estimated $78.3K. The largest seller was Stilwell Joseph, cutting an estimated $143K.
- 14 institutional investors held Sound Financial Bancorp (SFBC) as of Q1 2014, up from 13 in Q4 2013.
- Funds reported $11.3M of Sound Financial Bancorp stock for Q1 2014, up 2.8% quarter-over-quarter.
- 3 funds opened new Sound Financial Bancorp positions in Q1 2014 and 2 closed out, a net change of +1 holder.
- The largest Sound Financial Bancorp buyer in Q1 2014 was AllianceBernstein, an estimated $78.3K added.
- The largest Sound Financial Bancorp seller in Q1 2014 was Stilwell Joseph, an estimated $143K sold.
Based on aggregated 13F filings for Q1 2014.