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SFBC

Sound Financial Bancorp
SFBC

24 hedge funds and large institutions have $33.5M invested in Sound Financial Bancorp in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more funds holding

Funds holding: 17 → 24 (+7)

12% more capital invested

Capital invested by funds: $30M → $33.5M (+$3.56M)

1.39% more ownership

Funds ownership: 32.98% → 34.37% (+1.4%)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
7
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$467K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$400K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$338K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$213K
5
TCM
Traynor Capital Management
Pennsylvania
+$201K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$363K
2
SV
Stilwell Value
New York
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$8.53M -$302K -8,000 -3%
FCM
2
FJ Capital Management
Virginia
$4.27M +$467K +12,400 +13%
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.74M +$338K +8,969 +10%
MI
4
M3F Inc
Utah
$3.73M +$104K +2,754 +3%
WA
5
Wasatch Advisors
Utah
$3.17M – – –
BCM
6
BHZ Capital Management
California
$2.34M +$52.8K +1,400 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.24M +$400K +10,601 +23%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.08M -$363K -9,623 -15%
OC
9
Oppenheimer & Close
New York
$1.86M – – –
WSL
10
Western Standard LLC
California
$485K – – –
BFIM
11
Beese Fulmer Investment Management
Ohio
$234K – – –
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$220K +$213K +5,652 New
TCM
13
Traynor Capital Management
Pennsylvania
$206K +$201K +5,345 New
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$117K +$17.8K +473 +19%
Deutsche Bank
15
Deutsche Bank
Germany
$82K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$54K +$52.4K +1,389 New
TRCT
17
Tower Research Capital (TRC)
New York
$54K +$53K +1,406 New
TCM
18
Tradewinds Capital Management
Washington
$39K +$37.7K +1,000 New
UBS Group
19
UBS Group
Switzerland
$36K +$26.1K +693 +294%
BlackRock
20
BlackRock
New York
$25K – – –
HCM
21
Hilton Capital Management
New York
$22K +$21.1K +561 New
Wells Fargo
22
Wells Fargo
California
$4K – – –
Bank of America
23
Bank of America
North Carolina
– +$75 +2 New

SFBC Hedge Fund Activity: Q2 2018 in Review

24 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q2 2018, worth a combined $33.5M — up 12% from $30M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SFBC positions and 0 closed out — a net gain of 7 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $467K. The largest seller was Wellington Management Group, cutting an estimated $363K.

  • 24 institutional investors held Sound Financial Bancorp (SFBC) as of Q2 2018, up from 17 in Q1 2018.
  • Funds reported $33.5M of Sound Financial Bancorp stock for Q2 2018, up 12% quarter-over-quarter.
  • 7 funds opened new Sound Financial Bancorp positions in Q2 2018 and 0 closed out, a net change of +7 holders.
  • The largest Sound Financial Bancorp buyer in Q2 2018 was FJ Capital Management, an estimated $467K added.
  • The largest Sound Financial Bancorp seller in Q2 2018 was Wellington Management Group, an estimated $363K sold.

Based on aggregated 13F filings for Q2 2018.