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SFBC

Sound Financial Bancorp

24 hedge funds and large institutions have $48M invested in Sound Financial Bancorp in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

33% more capital invested

Capital invested by funds: $36.1M → $48M (+$11.9M)

9% more funds holding

Funds holding: 2224 (+2)

0.77% more ownership

Funds ownership: 43.77%44.54% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$12.3M
FCM
2
FJ Capital Management
Virginia
$9.09M +$14.4K +400 +0.2%
WA
3
Wasatch Advisors
Utah
$6.04M +$895K +24,909 +21%
MI
4
M3F Inc
Utah
$4.08M -$260K -7,245 -7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.95M +$105K +2,920 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.4M +$3.59K +100 +0.2%
BFM
7
Boothbay Fund Management
New York
$2.25M +$2.12K +59 +0.1%
OC
8
Oppenheimer & Close
New York
$1.62M -$310K -8,624 -18%
BCM
9
BHZ Capital Management
California
$1.55M
MCM
10
Maltese Capital Management
New York
$1.09M -$177K -4,927 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$587K +$508K +14,124 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$527K +$21.6K +600 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$480K -$151K -4,193 -27%
BFIM
14
Beese Fulmer Investment Management
Ohio
$438K
FI
15
Financial Insights
Washington
$364K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$363K +$2.12K +59 +0.7%
PH
17
Pinnacle Holdings
Oklahoma
$346K
State Street
18
State Street
Massachusetts
$241K +$208K +5,792 New
TCM
19
Tradewinds Capital Management
Washington
$224K
Wells Fargo
20
Wells Fargo
California
$55K +$36 +1 +0.1%
BlackRock
21
BlackRock
New York
$31K
Osaic Holdings
22
Osaic Holdings
Arizona
$25K +$21.6K +600 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$18K
SCP
24
Seizert Capital Partners
Michigan
-$285K -8,964 Closed
Bank of America
25
Bank of America
North Carolina
+$359 +10 New

SFBC Hedge Fund Activity: Q1 2021 in Review

24 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q1 2021, worth a combined $48M — up 33% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SFBC positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $895K. The largest seller was Oppenheimer & Close, cutting an estimated $310K.

  • 24 institutional investors held Sound Financial Bancorp (SFBC) as of Q1 2021, up from 22 in Q4 2020.
  • Funds reported $48M of Sound Financial Bancorp stock for Q1 2021, up 33% quarter-over-quarter.
  • 4 funds opened new Sound Financial Bancorp positions in Q1 2021 and 2 closed out, a net change of +2 holders.
  • The largest Sound Financial Bancorp buyer in Q1 2021 was Wasatch Advisors, an estimated $895K added.
  • The largest Sound Financial Bancorp seller in Q1 2021 was Oppenheimer & Close, an estimated $310K sold.

Based on aggregated 13F filings for Q1 2021.