Sound Financial Bancorp
SFBC
14 hedge funds and large institutions have $12M invested in Sound Financial Bancorp in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
4% more capital invested
Capital invested by funds: $11.6M → $12M (+$418K)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$153K |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$3.45K |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$1.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$26.8K |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.35K |
| 3 |
Morgan Stanley
New York
|
-$18 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SJ
1
Stilwell Joseph
| $4.27M | – | – | – |
|
2
Wellington Management Group
Boston,
Massachusetts
| $3.58M | – | – | – |
|
|
EC
3
EJF Capital
Arlington,
Virginia
| $1.34M | – | – | – |
|
|
OC
4
Oppenheimer & Close
New York
| $1.31M | – | – | – |
|
|
FVP
5
Firefly Value Partners
Newtown,
Pennsylvania
| $801K | – | – | – |
|
|
6
AllianceBernstein
Nashville,
Tennessee
| $507K | +$153K | +8,533 | +43% |
|
7
Vanguard Group
Malvern,
Pennsylvania
| $185K | – | – | – |
|
|
U
8
UBS
Zurich,
Switzerland
| $7K | -$26.8K | -1,493 | -80% |
|
|
BIM
9
BlackRock Investment Management
Wilmington,
Delaware
| $5K | +$1.87K | +104 | +52% |
|
|
BIT
10
BlackRock Institutional Trust
San Francisco,
California
| $4K | – | – | – |
|
|
DADC
11
D.A. Davidson & Co
Great Falls,
Montana
| $3K | +$3.45K | +192 | New |
|
12
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
|
13
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6 | -$1.35K | -75 | -20% |
|
|
14
Morgan Stanley
New York
| – | -$18 | -1 | -20% |
|
SFBC Hedge Fund Activity: Q3 2014 in Review
14 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2014, worth a combined $12M — up 3.6% from $11.6M a quarter earlier.
Fund positioning in SFBC was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $153K. The largest seller was UBS, cutting an estimated $26.8K.
- 14 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $12M of Sound Financial Bancorp stock for Q3 2014, up 3.6% quarter-over-quarter.
- 1 fund opened new Sound Financial Bancorp positions in Q3 2014 and 1 closed out, a net change of 0 holders.
- The largest Sound Financial Bancorp buyer in Q3 2014 was AllianceBernstein, an estimated $153K added.
- The largest Sound Financial Bancorp seller in Q3 2014 was UBS, an estimated $26.8K sold.
Based on aggregated 13F filings for Q3 2014.