Sound Financial Bancorp
SFBC
14 hedge funds and large institutions have $11.6M invested in Sound Financial Bancorp in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $11.3M → $11.6M (+$318K)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$260K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$6.2K |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$3.45K |
| 4 |
Morgan Stanley
New York
|
+$17 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trutina Financial
Bellevue,
Washington
|
-$17K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$258 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SJ
1
Stilwell Joseph
| $4.19M | – | – | – |
|
2
Wellington Management Group
Boston,
Massachusetts
| $3.44M | – | – | – |
|
|
EC
3
EJF Capital
Arlington,
Virginia
| $1.31M | – | – | – |
|
|
OC
4
Oppenheimer & Close
New York
| $1.28M | – | – | – |
|
|
FVP
5
Firefly Value Partners
Newtown,
Pennsylvania
| $787K | – | – | – |
|
|
6
AllianceBernstein
Nashville,
Tennessee
| $345K | +$260K | +15,118 | +329% |
|
7
Vanguard Group
Malvern,
Pennsylvania
| $178K | – | – | – |
|
|
U
8
UBS
Zurich,
Switzerland
| $33K | +$6.2K | +360 | +24% |
|
9
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7K | – | – | – |
|
|
BIT
10
BlackRock Institutional Trust
San Francisco,
California
| $4K | – | – | – |
|
|
BIM
11
BlackRock Investment Management
Wilmington,
Delaware
| $3K | +$3.45K | +200 | New |
|
12
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
|
TF
13
Trutina Financial
Bellevue,
Washington
| – | -$17K | -966 | Closed |
|
|
14
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$258 | -15 | -79% |
|
|
15
Morgan Stanley
New York
| – | +$17 | +1 | +25% |
|
SFBC Hedge Fund Activity: Q2 2014 in Review
14 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q2 2014, worth a combined $11.6M — up 2.8% from $11.3M a quarter earlier.
Fund positioning in SFBC was balanced in Q2 2014: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $260K. The largest seller was Trutina Financial, exiting entirely with an estimated $17K sold.
- 14 institutional investors held Sound Financial Bancorp (SFBC) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $11.6M of Sound Financial Bancorp stock for Q2 2014, up 2.8% quarter-over-quarter.
- 1 fund opened new Sound Financial Bancorp positions in Q2 2014 and 1 closed out, a net change of 0 holders.
- The largest Sound Financial Bancorp buyer in Q2 2014 was AllianceBernstein, an estimated $260K added.
- The largest Sound Financial Bancorp seller in Q2 2014 was Trutina Financial, an estimated $17K sold.
Based on aggregated 13F filings for Q2 2014.