Sound Financial Bancorp
SFBC
13 hedge funds and large institutions have $13.3M invested in Sound Financial Bancorp in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
4% more capital invested
Capital invested by funds: $12.7M → $13.3M (+$546K)
19% less funds holding
Funds holding: 16 → 13 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.8K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$42K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$21K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.5K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$6.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $4.71M | +$4.5M | +239,683 | New |
|
2
Wellington Management Group
Boston,
Massachusetts
| $3.82M | – | – | – |
|
|
EC
3
EJF Capital
Arlington,
Virginia
| $1.47M | – | – | – |
|
|
OC
4
Oppenheimer & Close
New York
| $1.4M | – | – | – |
|
|
5
AllianceBernstein
Nashville,
Tennessee
| $944K | +$12.8K | +683 | +1% |
|
|
FVP
6
Firefly Value Partners
Newtown,
Pennsylvania
| $884K | – | – | – |
|
|
7
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $17K | -$10.5K | -558 | -38% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $16K | +$2.31K | +123 | +18% |
|
|
BIM
9
BlackRock Investment Management
Wilmington,
Delaware
| $6K | – | – | – |
|
|
DADC
10
D.A. Davidson & Co
Great Falls,
Montana
| $3K | – | – | – |
|
11
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
12
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2 | – | – | – |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$42K | -2,323 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$21K | -1,171 | Closed |
|
|
NPC
15
National Planning Corporation
El Segundo,
California
| – | -$6.85K | -380 | Closed |
|
SFBC Hedge Fund Activity: Q1 2015 in Review
13 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q1 2015, worth a combined $13.3M — up 4.3% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SFBC and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was AllianceBernstein, adding an estimated $12.8K. The largest seller was Bank of America, exiting entirely with an estimated $42K sold.
- 13 institutional investors held Sound Financial Bancorp (SFBC) as of Q1 2015, down from 16 in Q4 2014.
- Funds reported $13.3M of Sound Financial Bancorp stock for Q1 2015, up 4.3% quarter-over-quarter.
- 1 fund opened new Sound Financial Bancorp positions in Q1 2015 and 3 closed out, a net change of -2 holders.
- The largest Sound Financial Bancorp buyer in Q1 2015 was AllianceBernstein, an estimated $12.8K added.
- The largest Sound Financial Bancorp seller in Q1 2015 was Bank of America, an estimated $42K sold.
Based on aggregated 13F filings for Q1 2015.