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SFBC

Sound Financial Bancorp

24 hedge funds and large institutions have $51.1M invested in Sound Financial Bancorp in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.87% less ownership

Funds ownership: 44.28%43.41% (-0.87%)

4% less funds holding

Funds holding: 2524 (-1)

9% less capital invested

Capital invested by funds: $56.2M → $51.1M (-$5.08M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
24
Holders Change
-1
Holders Change %
-4%
% 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
1
Increased
4
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
$13.2M
FCM
2
FJ Capital Management
Virginia
$9.81M
WA
3
Wasatch Advisors
Utah
$6.53M
AllianceBernstein
4
AllianceBernstein
Tennessee
$4M -$262K -5,864 -6%
MI
5
M3F Inc
Utah
$3.62M -$506K -11,326 -12%
BFM
6
Boothbay Fund Management
New York
$2.63M +$162K +3,631 +7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.62M
OC
8
Oppenheimer & Close
New York
$1.74M
BCM
9
BHZ Capital Management
California
$1.6M
MCM
10
Maltese Capital Management
New York
$1.01M -$112K -2,500 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$782K +$146K +3,275 +23%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$574K
BFIM
13
Beese Fulmer Investment Management
Ohio
$499K
SCP
14
Seizert Capital Partners
Michigan
$398K -$19.2K -429 -5%
FI
15
Financial Insights
Washington
$393K
State Street
16
State Street
Massachusetts
$377K -$1.47K -33 -0.4%
PH
17
Pinnacle Holdings
Oklahoma
$373K
Wellington Management Group
18
Wellington Management Group
Massachusetts
$373K -$93K -2,084 -20%
BlackRock
19
BlackRock
New York
$263K +$88.3K +1,978 +51%
TCM
20
Tradewinds Capital Management
Washington
$242K
Wells Fargo
21
Wells Fargo
California
$55K -$45 -1 -0.1%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$19K
Bank of America
23
Bank of America
North Carolina
$1K +$491 +11 +92%
TRCT
24
Tower Research Capital (TRC)
New York
$1K +$1.34K +30 New
LCM
25
Legato Capital Management
California
-$217K -4,709 Closed

SFBC Hedge Fund Activity: Q3 2021 in Review

24 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2021, worth a combined $51.1M — down 9% from $56.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SFBC and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.

The largest buyer was Boothbay Fund Management, adding an estimated $162K. The largest seller was M3F Inc, cutting an estimated $506K.

  • 24 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2021, down from 25 in Q2 2021.
  • Funds reported $51.1M of Sound Financial Bancorp stock for Q3 2021, down 9% quarter-over-quarter.
  • 1 fund opened new Sound Financial Bancorp positions in Q3 2021 and 2 closed out, a net change of -1 holder.
  • The largest Sound Financial Bancorp buyer in Q3 2021 was Boothbay Fund Management, an estimated $162K added.
  • The largest Sound Financial Bancorp seller in Q3 2021 was M3F Inc, an estimated $506K sold.

Based on aggregated 13F filings for Q3 2021.