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SFBC

Sound Financial Bancorp

21 hedge funds and large institutions have $31.4M invested in Sound Financial Bancorp in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

3.15% more ownership

Funds ownership: 34.81%37.96% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $35M → $31.4M (-$3.58M)

16% less funds holding

Funds holding: 2521 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
11
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$6.99M
FCM
2
FJ Capital Management
Virginia
$6.18M +$1.76M +49,300 +35%
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.81M +$405K +11,351 +11%
WA
4
Wasatch Advisors
Utah
$3.25M +$669K +18,745 +23%
MI
5
M3F Inc
Utah
$3.1M +$21.5K +603 +0.6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.87M
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.6M -$153K -4,286 -8%
OC
8
Oppenheimer & Close
New York
$1.55M
BCM
9
BHZ Capital Management
California
$1.28M -$65.1K -1,823 -4%
SCP
10
Seizert Capital Partners
Michigan
$412K +$267K +7,484 +145%
WSL
11
Western Standard LLC
California
$361K -$69.7K -1,952 -15%
FI
12
Financial Insights
Washington
$291K +$312K +8,742 New
BFIM
13
Beese Fulmer Investment Management
Ohio
$244K +$53.6K +1,500 +25%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$231K +$25.3K +707 +11%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$99K
UBS Group
16
UBS Group
Switzerland
$41K +$7.14K +200 +19%
TCM
17
Tradewinds Capital Management
Washington
$33K
BlackRock
18
BlackRock
New York
$22K +$1.39K +39 +6%
TRCT
19
Tower Research Capital (TRC)
New York
$9K +$8.25K +231 +745%
Wells Fargo
20
Wells Fargo
California
$8K +$5.71K +160 +160%
TCM
21
Traynor Capital Management
Pennsylvania
-$211K -5,345 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$128K -3,229 Closed
Deutsche Bank
23
Deutsche Bank
Germany
-$84K -2,129 Closed
Bank of America
24
Bank of America
North Carolina
-$11K -273 Closed
Barclays
25
Barclays
United Kingdom
-$2K -55 Closed

SFBC Hedge Fund Activity: Q4 2018 in Review

21 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q4 2018, worth a combined $31.4M — down 10% from $35M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SFBC and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 11 added.

The largest buyer was FJ Capital Management, adding an estimated $1.76M. The largest seller was Traynor Capital Management, exiting entirely with an estimated $211K sold.

  • 21 institutional investors held Sound Financial Bancorp (SFBC) as of Q4 2018, down from 25 in Q3 2018.
  • Funds reported $31.4M of Sound Financial Bancorp stock for Q4 2018, down 10% quarter-over-quarter.
  • 1 fund opened new Sound Financial Bancorp positions in Q4 2018 and 5 closed out, a net change of -4 holders.
  • The largest Sound Financial Bancorp buyer in Q4 2018 was FJ Capital Management, an estimated $1.76M added.
  • The largest Sound Financial Bancorp seller in Q4 2018 was Traynor Capital Management, an estimated $211K sold.

Based on aggregated 13F filings for Q4 2018.