We are live on ! Find out more
SFBC

Sound Financial Bancorp
SFBC

24 hedge funds and large institutions have $34.2M invested in Sound Financial Bancorp in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 21 → 24 (+3)

3% more capital invested

Capital invested by funds: $33.1M → $34.2M (+$1.05M)

0.84% more ownership

Funds ownership: 38.24% → 39.08% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$398K
2
WSL
Western Standard LLC
California
+$278K
3
EC
EJF Capital
Virginia
+$211K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$39K
5
UBS Group
UBS Group
Switzerland
+$18K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9K
2
SCP
Seizert Capital Partners
Michigan
-$33K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$7.33M – – –
FCM
2
FJ Capital Management
Virginia
$6.48M +$7.54K +218 +0.1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.23M +$39K +1,127 +0.9%
WA
4
Wasatch Advisors
Utah
$4.12M +$398K +11,512 +11%
MI
5
M3F Inc
Utah
$3.37M +$3.46K +100 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.97M – – –
OC
7
Oppenheimer & Close
New York
$1.62M – – –
BCM
8
BHZ Capital Management
California
$1.35M – – –
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.3M -$88.9K -2,571 -6%
WSL
10
Western Standard LLC
California
$653K +$278K +8,037 +72%
SCP
11
Seizert Capital Partners
Michigan
$399K -$33K -953 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$391K +$6.92K +200 +2%
FI
13
Financial Insights
Washington
$300K – – –
BFIM
14
Beese Fulmer Investment Management
Ohio
$256K – – –
EC
15
EJF Capital
Virginia
$209K +$211K +6,108 New
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$67K +$15.2K +440 +29%
UBS Group
17
UBS Group
Switzerland
$44K +$18K +521 +69%
TCM
18
Tradewinds Capital Management
Washington
$34K – – –
BlackRock
19
BlackRock
New York
$25K +$2.73K +79 +12%
Deutsche Bank
20
Deutsche Bank
Germany
$13K +$13.8K +400 New
Wells Fargo
21
Wells Fargo
California
$9K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$5K +$3.42K +99 +300%
Bank of America
23
Bank of America
North Carolina
– +$69 +2 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
– +$138 +4 New

SFBC Hedge Fund Activity: Q2 2019 in Review

24 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q2 2019, worth a combined $34.2M — up 3.2% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SFBC positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $398K. The largest seller was Wellington Management Group, cutting an estimated $88.9K.

  • 24 institutional investors held Sound Financial Bancorp (SFBC) as of Q2 2019, up from 21 in Q1 2019.
  • Funds reported $34.2M of Sound Financial Bancorp stock for Q2 2019, up 3.2% quarter-over-quarter.
  • 4 funds opened new Sound Financial Bancorp positions in Q2 2019 and 1 closed out, a net change of +3 holders.
  • The largest Sound Financial Bancorp buyer in Q2 2019 was Wasatch Advisors, an estimated $398K added.
  • The largest Sound Financial Bancorp seller in Q2 2019 was Wellington Management Group, an estimated $88.9K sold.

Based on aggregated 13F filings for Q2 2019.