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SFBC

Sound Financial Bancorp

25 hedge funds and large institutions have $56.2M invested in Sound Financial Bancorp in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $48M → $56.2M (+$8.2M)

4% more funds holding

Funds holding: 2425 (+1)

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

0.26% less ownership

Funds ownership: 44.54%44.28% (-0.26%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% 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
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$13.5M
FCM
2
FJ Capital Management
Virginia
$10M -$16.8K -400 -0.2%
WA
3
Wasatch Advisors
Utah
$6.29M
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.37M
MI
5
M3F Inc
Utah
$4.23M -$251K -5,957 -6%
FI
6
Financial Insights
Washington
$4.02M
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.68M +$20.2K +479 +0.8%
BFM
8
Boothbay Fund Management
New York
$2.52M +$37.3K +886 +2%
OC
9
Oppenheimer & Close
New York
$1.78M -$2.94K -70 -0.2%
BCM
10
BHZ Capital Management
California
$1.63M -$75K -1,783 -5%
MCM
11
Maltese Capital Management
New York
$1.15M -$49.4K -1,173 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$612K
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$553K +$4.21K +100 +0.8%
BFIM
14
Beese Fulmer Investment Management
Ohio
$480K +$23.1K +550 +5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$450K -$48.5K -1,153 -10%
SCP
16
Seizert Capital Partners
Michigan
$402K +$390K +9,266 New
PH
17
Pinnacle Holdings
Oklahoma
$382K
State Street
18
State Street
Massachusetts
$365K +$110K +2,616 +45%
TCM
19
Tradewinds Capital Management
Washington
$233K
LCM
20
Legato Capital Management
California
$217K +$198K +4,709 New
BlackRock
21
BlackRock
New York
$177K +$131K +3,114 +415%
Wells Fargo
22
Wells Fargo
California
$56K -$4.21K -100 -8%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$20K
UBS Group
24
UBS Group
Switzerland
$20K +$18K +428 New
Bank of America
25
Bank of America
North Carolina
$1K +$84 +2 +20%

SFBC Hedge Fund Activity: Q2 2021 in Review

25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q2 2021, worth a combined $56.2M — up 17% from $48M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SFBC positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Seizert Capital Partners, opening a new position worth an estimated $390K. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $363K sold.

  • 25 institutional investors held Sound Financial Bancorp (SFBC) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $56.2M of Sound Financial Bancorp stock for Q2 2021, up 17% quarter-over-quarter.
  • 3 funds opened new Sound Financial Bancorp positions in Q2 2021 and 2 closed out, a net change of +1 holder.
  • The largest Sound Financial Bancorp buyer in Q2 2021 was Seizert Capital Partners, an estimated $390K added.
  • The largest Sound Financial Bancorp seller in Q2 2021 was California Public Employees Retirement System, an estimated $363K sold.

Based on aggregated 13F filings for Q2 2021.