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SFBC

Sound Financial Bancorp
SFBC

26 hedge funds and large institutions have $42.9M invested in Sound Financial Bancorp in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding

Funds holding: 22 → 26 (+4)

0.49% more ownership

Funds ownership: 42.31% → 42.79% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $44.2M → $42.9M (-$1.27M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% 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
5
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$406K
2
State Street
State Street
Massachusetts
+$37.8K
3
TRCT
Tower Research Capital (TRC)
New York
+$3.33K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.93K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45K

Top Sellers

Rank Fund Capital Flow
1
GIM
Greenwich Investment Management
Connecticut
-$108K
2
FCM
FJ Capital Management
Virginia
-$17.1K
3
BlackRock
BlackRock
New York
-$12.1K
4
UBS Group
UBS Group
Switzerland
-$11.6K
5
PH
Pinnacle Holdings
Oklahoma
-$6.43K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$12.5M – – –
FCM
2
FJ Capital Management
Virginia
$7.99M -$17.1K -426 -0.2%
MI
3
M3F Inc
Utah
$6.81M +$406K +10,110 +6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.39M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.07M +$1.93K +48 +0.1%
OC
6
Oppenheimer & Close
New York
$1.41M – – –
BCM
7
BHZ Capital Management
California
$916K -$5.86K -146 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$894K -$1.93K -48 -0.2%
BlackRock
9
BlackRock
New York
$832K -$12.1K -301 -1%
BCM
10
Bridgeway Capital Management
Texas
$818K – – –
MCM
11
Maltese Capital Management
New York
$785K – – –
GIM
12
Greenwich Investment Management
Connecticut
$588K -$108K -2,701 -15%
BFIM
13
Beese Fulmer Investment Management
Ohio
$449K – – –
State Street
14
State Street
Massachusetts
$423K +$37.8K +942 +10%
PH
15
Pinnacle Holdings
Oklahoma
$320K -$6.43K -160 -2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$238K – – –
FI
17
Financial Insights
Washington
$225K – – –
PSP
18
Pacific Sage Partners
Washington
$217K +$216K +5,371 New
Wells Fargo
19
Wells Fargo
California
$39.9K +$40 +1 +0.1%
TRCT
20
Tower Research Capital (TRC)
New York
$20K +$3.33K +83 +20%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$17K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1K +$1.45K +36 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$516 – – –
Morgan Stanley
24
Morgan Stanley
New York
$236 +$241 +6 New
Bank of America
25
Bank of America
North Carolina
$79 +$80 +2 New
1
2

SFBC Hedge Fund Activity: Q4 2022 in Review

26 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q4 2022, worth a combined $42.9M — down 2.9% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SFBC positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was M3F Inc, adding an estimated $406K. The largest seller was Greenwich Investment Management, cutting an estimated $108K.

  • 26 institutional investors held Sound Financial Bancorp (SFBC) as of Q4 2022, up from 22 in Q3 2022.
  • Funds reported $42.9M of Sound Financial Bancorp stock for Q4 2022, down 2.9% quarter-over-quarter.
  • 4 funds opened new Sound Financial Bancorp positions in Q4 2022 and 0 closed out, a net change of +4 holders.
  • The largest Sound Financial Bancorp buyer in Q4 2022 was M3F Inc, an estimated $406K added.
  • The largest Sound Financial Bancorp seller in Q4 2022 was Greenwich Investment Management, an estimated $108K sold.

Based on aggregated 13F filings for Q4 2022.