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SFBC

Sound Financial Bancorp

22 hedge funds and large institutions have $32.9M invested in Sound Financial Bancorp in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $25.2M → $32.9M (+$7.7M)

2.4% more ownership

Funds ownership: 40.32%42.72% (+2.4%)

0% more funds holding

Funds holding: 2222 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.44%
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
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$8.57M +$952K +34,800 +14%
FCM
2
FJ Capital Management
Virginia
$6.47M
WA
3
Wasatch Advisors
Utah
$3.52M +$363K +13,276 +12%
MI
4
M3F Inc
Utah
$3.19M +$16.9K +617 +0.6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.76M -$27.7K -1,012 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.71M
OC
7
Oppenheimer & Close
New York
$1.41M
BCM
8
BHZ Capital Management
California
$1.11M -$10.9K -400 -1%
MCM
9
Maltese Capital Management
New York
$921K -$244K -8,900 -22%
BFM
10
Boothbay Fund Management
New York
$656K +$605K +22,128 New
WSL
11
Western Standard LLC
California
$535K +$10.9K +400 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$489K -$55.7K -2,036 -11%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$353K
BFIM
14
Beese Fulmer Investment Management
Ohio
$299K
SCP
15
Seizert Capital Partners
Michigan
$263K -$59.5K -2,175 -20%
FI
16
Financial Insights
Washington
$259K +$128K +4,664 +114%
TCM
17
Tradewinds Capital Management
Washington
$157K
PH
18
Pinnacle Holdings
Oklahoma
$123K +$114K +4,155 New
Wells Fargo
19
Wells Fargo
California
$39K +$30.1K +1,099 +504%
BlackRock
20
BlackRock
New York
$23K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$13K -$41.6K -1,522 -78%
WC
22
Wexford Capital
Florida
-$43K -1,800 Closed
UBS Group
23
UBS Group
Switzerland
-$17K -688 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$5K -196 Closed
Bank of America
25
Bank of America
North Carolina
+$137 +5 New

SFBC Hedge Fund Activity: Q3 2020 in Review

22 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2020, worth a combined $32.9M — up 31% from $25.2M a quarter earlier.

Fund positioning in SFBC was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was Stilwell Value, adding an estimated $952K. The largest seller was Maltese Capital Management, cutting an estimated $244K.

  • 22 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $32.9M of Sound Financial Bancorp stock for Q3 2020, up 31% quarter-over-quarter.
  • 3 funds opened new Sound Financial Bancorp positions in Q3 2020 and 3 closed out, a net change of 0 holders.
  • The largest Sound Financial Bancorp buyer in Q3 2020 was Stilwell Value, an estimated $952K added.
  • The largest Sound Financial Bancorp seller in Q3 2020 was Maltese Capital Management, an estimated $244K sold.

Based on aggregated 13F filings for Q3 2020.