Sound Financial Bancorp
SFBC
11 hedge funds and large institutions have $13.4M invested in Sound Financial Bancorp in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $14.1M → $13.4M (-$606K)
8% less funds holding
Funds holding: 12 → 11 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$149K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.9K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.02K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.75K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$110K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$34K |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$645 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $4.82M | – | – | – |
|
|
2
Wellington Management Group
Boston,
Massachusetts
| $3.16M | -$110K | -5,472 | -3% |
|
|
3
AllianceBernstein
Nashville,
Tennessee
| $1.54M | +$149K | +7,390 | +11% |
|
|
EC
4
EJF Capital
Arlington,
Virginia
| $1.51M | – | – | – |
|
|
OC
5
Oppenheimer & Close
New York
| $1.48M | – | – | – |
|
|
FVP
6
Firefly Value Partners
Newtown,
Pennsylvania
| $905K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $21K | +$7.9K | +392 | +62% |
|
|
BIM
8
BlackRock Investment Management
Wilmington,
Delaware
| $7K | -$645 | -32 | -8% |
|
|
DADC
9
D.A. Davidson & Co
Great Falls,
Montana
| $3K | – | – | – |
|
|
10
Creative Planning
Overland Park,
Kansas
| $2K | +$1.75K | +87 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $2K | +$2.02K | +100 | New |
|
|
BFC
12
Banc Funds Company
Chicago,
Illinois
| – | -$34K | -1,619 | Closed |
|
SFBC Hedge Fund Activity: Q3 2015 in Review
11 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2015, worth a combined $13.4M — down 4.3% from $14.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SFBC and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was AllianceBernstein, adding an estimated $149K. The largest seller was Wellington Management Group, cutting an estimated $110K.
- 11 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2015, down from 12 in Q2 2015.
- Funds reported $13.4M of Sound Financial Bancorp stock for Q3 2015, down 4.3% quarter-over-quarter.
- 2 funds opened new Sound Financial Bancorp positions in Q3 2015 and 3 closed out, a net change of -1 holder.
- The largest Sound Financial Bancorp buyer in Q3 2015 was AllianceBernstein, an estimated $149K added.
- The largest Sound Financial Bancorp seller in Q3 2015 was Wellington Management Group, an estimated $110K sold.
Based on aggregated 13F filings for Q3 2015.