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SFBC

Sound Financial Bancorp

25 hedge funds and large institutions have $35M invested in Sound Financial Bancorp in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

4% more funds holding

Funds holding: 2425 (+1)

4% more capital invested

Capital invested by funds: $33.5M → $35M (+$1.43M)

0.44% more ownership

Funds ownership: 34.37%34.81% (+0.44%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$8.49M -$239K -6,000 -3%
FCM
2
FJ Capital Management
Virginia
$5.56M +$1.2M +30,200 +27%
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.18M +$364K +9,165 +9%
MI
4
M3F Inc
Utah
$3.75M -$77.2K -1,941 -2%
WA
5
Wasatch Advisors
Utah
$3.21M
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.28M
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.11M
OC
8
Oppenheimer & Close
New York
$1.88M -$27.8K -700 -1%
BCM
9
BHZ Capital Management
California
$1.63M -$769K -19,347 -32%
WSL
10
Western Standard LLC
California
$516K +$19.2K +482 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$252K +$29K +728 +13%
BFIM
12
Beese Fulmer Investment Management
Ohio
$237K
TCM
13
Traynor Capital Management
Pennsylvania
$211K
SCP
14
Seizert Capital Partners
Michigan
$204K +$205K +5,162 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$128K +$73.2K +1,840 +132%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$119K
Deutsche Bank
17
Deutsche Bank
Germany
$84K
UBS Group
18
UBS Group
Switzerland
$42K +$5.13K +129 +14%
TCM
19
Tradewinds Capital Management
Washington
$40K
BlackRock
20
BlackRock
New York
$25K
Bank of America
21
Bank of America
North Carolina
$11K +$10.8K +271 +13,550%
Wells Fargo
22
Wells Fargo
California
$4K
Barclays
23
Barclays
United Kingdom
$2K +$2.19K +55 New
TRCT
24
Tower Research Capital (TRC)
New York
$1K -$54.7K -1,375 -98%
HCM
25
Hilton Capital Management
New York
-$22K -561 Closed

SFBC Hedge Fund Activity: Q3 2018 in Review

25 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2018, worth a combined $35M — up 4.3% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SFBC positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $1.2M. The largest seller was BHZ Capital Management, cutting an estimated $769K.

  • 25 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2018, up from 24 in Q2 2018.
  • Funds reported $35M of Sound Financial Bancorp stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 2 funds opened new Sound Financial Bancorp positions in Q3 2018 and 1 closed out, a net change of +1 holder.
  • The largest Sound Financial Bancorp buyer in Q3 2018 was FJ Capital Management, an estimated $1.2M added.
  • The largest Sound Financial Bancorp seller in Q3 2018 was BHZ Capital Management, an estimated $769K sold.

Based on aggregated 13F filings for Q3 2018.