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SFBC

Sound Financial Bancorp

20 hedge funds and large institutions have $28M invested in Sound Financial Bancorp in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

15% more capital invested

Capital invested by funds: $24.4M → $28M (+$3.6M)

11% more funds holding

Funds holding: 1820 (+2)

0.9% more ownership

Funds ownership: 32.04%32.93% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$8.15M
MI
2
M3F Inc
Utah
$3.23M +$34.7K +1,088 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.8M
WA
4
Wasatch Advisors
Utah
$2.72M +$304K +9,544 +13%
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.69M
FCM
6
FJ Capital Management
Virginia
$2.52M -$3.19K -100 -0.1%
BCM
7
BHZ Capital Management
California
$2.01M +$19.1K +600 +1%
OC
8
Oppenheimer & Close
New York
$1.5M
KCM
9
Kennedy Capital Management
Missouri
$991K +$162K +5,080 +21%
WSL
10
Western Standard LLC
California
$427K
Vanguard Group
11
Vanguard Group
Pennsylvania
$363K +$44.6K +1,400 +15%
ZIM
12
ZPR Investment Management
Florida
$256K +$4.52K +142 +2%
BFIM
13
Beese Fulmer Investment Management
Ohio
$204K +$191K +6,000 New
Deutsche Bank
14
Deutsche Bank
Germany
$37K +$35K +1,100 New
TCM
15
Tradewinds Capital Management
Washington
$34K +$31.9K +1,000 New
UBS Group
16
UBS Group
Switzerland
$29K -$7.9K -248 -23%
BlackRock
17
BlackRock
New York
$22K
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$17K +$3.85K +121 +33%
Morgan Stanley
19
Morgan Stanley
New York
$7K +$6.21K +195 +3,900%
TRCT
20
Tower Research Capital (TRC)
New York
$4K +$3.66K +115 New
DADC
21
D.A. Davidson & Co
Montana
-$5K -192 Closed
Creative Planning
22
Creative Planning
Kansas
-$3K -87 Closed

SFBC Hedge Fund Activity: Q3 2017 in Review

20 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2017, worth a combined $28M — up 15% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SFBC positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $304K. The largest seller was UBS Group, cutting an estimated $7.9K.

  • 20 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2017, up from 18 in Q2 2017.
  • Funds reported $28M of Sound Financial Bancorp stock for Q3 2017, up 15% quarter-over-quarter.
  • 4 funds opened new Sound Financial Bancorp positions in Q3 2017 and 2 closed out, a net change of +2 holders.
  • The largest Sound Financial Bancorp buyer in Q3 2017 was Wasatch Advisors, an estimated $304K added.
  • The largest Sound Financial Bancorp seller in Q3 2017 was UBS Group, an estimated $7.9K sold.

Based on aggregated 13F filings for Q3 2017.