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SFBC

Sound Financial Bancorp

21 hedge funds and large institutions have $21.8M invested in Sound Financial Bancorp in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.47% less ownership

Funds ownership: 40.32%39.85% (-0.47%)

16% less funds holding

Funds holding: 2521 (-4)

42% less capital invested

Capital invested by funds: $37.3M → $21.8M (-$15.5M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$5.13M +$846K +26,000 +12%
FCM
2
FJ Capital Management
Virginia
$4.59M +$586K +18,000 +9%
WA
3
Wasatch Advisors
Utah
$2.2M -$565K -17,351 -14%
MI
4
M3F Inc
Utah
$2.14M +$119K +3,653 +4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.97M -$1.24M -37,971 -29%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.21M
OC
7
Oppenheimer & Close
New York
$998K
MCM
8
Maltese Capital Management
New York
$840K +$1.04M +32,039 +402%
BCM
9
BHZ Capital Management
California
$790K -$55.6K -1,707 -4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$643K -$109K -3,346 -10%
WSL
11
Western Standard LLC
California
$371K -$92.2K -2,833 -14%
SCP
12
Seizert Capital Partners
Michigan
$272K +$53.5K +1,643 +15%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$257K
BFIM
14
Beese Fulmer Investment Management
Ohio
$218K
TCM
15
Tradewinds Capital Management
Washington
$115K
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$41K
BlackRock
17
BlackRock
New York
$17K +$3.71K +114 +16%
UBS Group
18
UBS Group
Switzerland
$13K -$16.2K -497 -45%
TRCT
19
Tower Research Capital (TRC)
New York
$5K +$3.87K +119 +96%
Wells Fargo
20
Wells Fargo
California
$4K -$7.65K -235 -52%
FI
21
Financial Insights
Washington
-$315K -8,742 Closed
EC
22
EJF Capital
Virginia
-$258K -7,168 Closed
State Street
23
State Street
Massachusetts
-$210K -5,829 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$2K -42 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
+$98 +3 New

SFBC Hedge Fund Activity: Q1 2020 in Review

21 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q1 2020, worth a combined $21.8M — down 42% from $37.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SFBC and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Maltese Capital Management, adding an estimated $1.04M. The largest seller was AllianceBernstein, cutting an estimated $1.24M.

  • 21 institutional investors held Sound Financial Bancorp (SFBC) as of Q1 2020, down from 25 in Q4 2019.
  • Funds reported $21.8M of Sound Financial Bancorp stock for Q1 2020, down 42% quarter-over-quarter.
  • 1 fund opened new Sound Financial Bancorp positions in Q1 2020 and 4 closed out, a net change of -3 holders.
  • The largest Sound Financial Bancorp buyer in Q1 2020 was Maltese Capital Management, an estimated $1.04M added.
  • The largest Sound Financial Bancorp seller in Q1 2020 was AllianceBernstein, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2020.