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SFBC

Sound Financial Bancorp

25 hedge funds and large institutions have $37.3M invested in Sound Financial Bancorp in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

1% more capital invested

Capital invested by funds: $36.8M → $37.3M (+$476K)

0.6% more ownership

Funds ownership: 39.72%40.32% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 2625 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
6
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$7.73M
FCM
2
FJ Capital Management
Virginia
$7.21M
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.74M
WA
4
Wasatch Advisors
Utah
$4.34M
MI
5
M3F Inc
Utah
$3.54M
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.08M
OC
7
Oppenheimer & Close
New York
$1.71M
BCM
8
BHZ Capital Management
California
$1.41M
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.21M -$153K -4,295 -11%
WSL
10
Western Standard LLC
California
$738K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$434K +$10.7K +300 +3%
SCP
12
Seizert Capital Partners
Michigan
$400K -$20.6K -577 -5%
BFIM
13
Beese Fulmer Investment Management
Ohio
$367K
FI
14
Financial Insights
Washington
$315K
MCM
15
Maltese Capital Management
New York
$287K +$284K +7,961 New
EC
16
EJF Capital
Virginia
$258K +$45.6K +1,276 +22%
State Street
17
State Street
Massachusetts
$210K +$208K +5,829 New
TCM
18
Tradewinds Capital Management
Washington
$193K +$156K +4,371 +437%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$71K
UBS Group
20
UBS Group
Switzerland
$40K +$12.4K +346 +46%
BlackRock
21
BlackRock
New York
$26K
Wells Fargo
22
Wells Fargo
California
$16K +$9.04K +253 +127%
TRCT
23
Tower Research Capital (TRC)
New York
$4K +$2.14K +60 +94%
Morgan Stanley
24
Morgan Stanley
New York
$2K +$1.5K +42 New
PAM
25
Panagora Asset Management
Massachusetts
-$5K -146 Closed

SFBC Hedge Fund Activity: Q4 2019 in Review

25 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q4 2019, worth a combined $37.3M — up 1.3% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SFBC and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $284K. The largest seller was Wellington Management Group, cutting an estimated $153K.

  • 25 institutional investors held Sound Financial Bancorp (SFBC) as of Q4 2019, down from 26 in Q3 2019.
  • Funds reported $37.3M of Sound Financial Bancorp stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 3 funds opened new Sound Financial Bancorp positions in Q4 2019 and 4 closed out, a net change of -1 holder.
  • The largest Sound Financial Bancorp buyer in Q4 2019 was Maltese Capital Management, an estimated $284K added.
  • The largest Sound Financial Bancorp seller in Q4 2019 was Wellington Management Group, an estimated $153K sold.

Based on aggregated 13F filings for Q4 2019.