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SFBC

Sound Financial Bancorp

22 hedge funds and large institutions have $36.1M invested in Sound Financial Bancorp in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

10% more capital invested

Capital invested by funds: $32.9M → $36.1M (+$3.28M)

1.05% more ownership

Funds ownership: 42.72%43.77% (+1.1%)

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: 2 | Existing positions closed: 2

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$9.35M +$151K +5,000 +2%
FCM
2
FJ Capital Management
Virginia
$6.93M
WA
3
Wasatch Advisors
Utah
$3.81M
MI
4
M3F Inc
Utah
$3.34M -$75.7K -2,500 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.92M -$31.8K -1,050 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.83M
BFM
7
Boothbay Fund Management
New York
$1.71M +$962K +31,752 +143%
OC
8
Oppenheimer & Close
New York
$1.51M
BCM
9
BHZ Capital Management
California
$1.19M
MCM
10
Maltese Capital Management
New York
$987K
Wellington Management Group
11
Wellington Management Group
Massachusetts
$499K -$28.8K -951 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$383K
BFIM
13
Beese Fulmer Investment Management
Ohio
$334K +$9.99K +330 +3%
SCP
14
Seizert Capital Partners
Michigan
$285K
FI
15
Financial Insights
Washington
$278K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$275K +$262K +8,667 New
PH
17
Pinnacle Holdings
Oklahoma
$264K +$126K +4,155 +100%
TCM
18
Tradewinds Capital Management
Washington
$171K
Wells Fargo
19
Wells Fargo
California
$41K
BlackRock
20
BlackRock
New York
$24K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$14K
WSL
22
Western Standard LLC
California
-$535K -18,057 Closed
TRCT
23
Tower Research Capital (TRC)
New York
+$303 +10 New

SFBC Hedge Fund Activity: Q4 2020 in Review

22 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q4 2020, worth a combined $36.1M — up 10% from $32.9M a quarter earlier.

Fund positioning in SFBC was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 3 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $962K. The largest seller was Western Standard LLC, exiting entirely with an estimated $535K sold.

  • 22 institutional investors held Sound Financial Bancorp (SFBC) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $36.1M of Sound Financial Bancorp stock for Q4 2020, up 10% quarter-over-quarter.
  • 2 funds opened new Sound Financial Bancorp positions in Q4 2020 and 2 closed out, a net change of 0 holders.
  • The largest Sound Financial Bancorp buyer in Q4 2020 was Boothbay Fund Management, an estimated $962K added.
  • The largest Sound Financial Bancorp seller in Q4 2020 was Western Standard LLC, an estimated $535K sold.

Based on aggregated 13F filings for Q4 2020.