We are live on ! Find out more
SFBC

Sound Financial Bancorp
SFBC

27 hedge funds and large institutions have $51.4M invested in Sound Financial Bancorp in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 24 → 27 (+3)

1.15% more ownership

Funds ownership: 43.41% → 44.56% (+1.1%)

0% more capital invested

Capital invested by funds: $51.1M → $51.4M (+$246K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% 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
3
Increased
5
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$1.02M
2
BCM
Bridgeway Capital Management
Texas
+$875K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$262K
4
BlackRock
BlackRock
New York
+$19.7K
5
VRM
Vectors Research Management
New York
+$8.79K

Top Sellers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
-$1.17M
2
MI
M3F Inc
Utah
-$230K
3
FI
Financial Insights
Washington
-$130K
4
OC
Oppenheimer & Close
New York
-$125K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$13M – – –
FCM
2
FJ Capital Management
Virginia
$9.61M – – –
WA
3
Wasatch Advisors
Utah
$7.42M +$1.02M +23,645 +16%
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.92M – – –
MI
5
M3F Inc
Utah
$3.31M -$230K -5,322 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.83M +$262K +6,060 +10%
OC
7
Oppenheimer & Close
New York
$1.58M -$125K -2,879 -7%
BCM
8
BHZ Capital Management
California
$1.56M -$5.93K -137 -0.4%
BFM
9
Boothbay Fund Management
New York
$1.38M -$1.17M -27,033 -46%
MCM
10
Maltese Capital Management
New York
$991K – – –
GIM
11
Greenwich Investment Management
Connecticut
$907K +$892K +20,612 New
BCM
12
Bridgeway Capital Management
Texas
$889K +$875K +20,200 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$756K -$8.53K -197 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$561K – – –
BFIM
15
Beese Fulmer Investment Management
Ohio
$488K – – –
SCP
16
Seizert Capital Partners
Michigan
$389K – – –
State Street
17
State Street
Massachusetts
$369K +$303 +7 +0.1%
PH
18
Pinnacle Holdings
Oklahoma
$366K – – –
BlackRock
19
BlackRock
New York
$277K +$19.7K +454 +8%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$258K -$105K -2,420 -29%
FI
21
Financial Insights
Washington
$253K -$130K -3,000 -34%
TCM
22
Tradewinds Capital Management
Washington
$236K – – –
Wells Fargo
23
Wells Fargo
California
$45K -$8.79K -203 -17%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$19K – – –
VRM
25
Vectors Research Management
New York
$9K +$8.79K +203 New
1
2

SFBC Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q4 2021, worth a combined $51.4M — up 0.48% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SFBC positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $1.02M. The largest seller was Boothbay Fund Management, cutting an estimated $1.17M.

  • 27 institutional investors held Sound Financial Bancorp (SFBC) as of Q4 2021, up from 24 in Q3 2021.
  • Funds reported $51.4M of Sound Financial Bancorp stock for Q4 2021, up 0.48% quarter-over-quarter.
  • 3 funds opened new Sound Financial Bancorp positions in Q4 2021 and 0 closed out, a net change of +3 holders.
  • The largest Sound Financial Bancorp buyer in Q4 2021 was Wasatch Advisors, an estimated $1.02M added.
  • The largest Sound Financial Bancorp seller in Q4 2021 was Boothbay Fund Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2021.