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SFBC

Sound Financial Bancorp

22 hedge funds and large institutions have $40.9M invested in Sound Financial Bancorp in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.32% less ownership

Funds ownership: 42.79%42.47% (-0.32%)

5% less capital invested

Capital invested by funds: $42.9M → $40.9M (-$2.08M)

15% less funds holding

Funds holding: 2622 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
5
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$11.9M +$120K +3,063 +1%
FCM
2
FJ Capital Management
Virginia
$7.53M
MI
3
M3F Inc
Utah
$6.5M +$86.4K +2,204 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.14M
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.96M +$67.5K +1,721 +2%
OC
6
Oppenheimer & Close
New York
$1.33M
BCM
7
BHZ Capital Management
California
$821K -$45.4K -1,157 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$818K
BlackRock
9
BlackRock
New York
$780K -$4.78K -122 -0.6%
MCM
10
Maltese Capital Management
New York
$740K
BCM
11
Bridgeway Capital Management
Texas
$730K -$18.6K -475 -2%
GIM
12
Greenwich Investment Management
Connecticut
$554K
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$484K +$12.9K +330 +3%
BFIM
14
Beese Fulmer Investment Management
Ohio
$410K
State Street
15
State Street
Massachusetts
$400K +$13.6K +347 +3%
PH
16
Pinnacle Holdings
Oklahoma
$302K
Wellington Management Group
17
Wellington Management Group
Massachusetts
$217K
FI
18
Financial Insights
Washington
$213K
Wells Fargo
19
Wells Fargo
California
$37.6K
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$16K
TRCT
21
Tower Research Capital (TRC)
New York
$11K -$7.88K -201 -40%
PSP
22
Pacific Sage Partners
Washington
-$217K -5,371 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$941 -24 -67%
Morgan Stanley
24
Morgan Stanley
New York
-$236 -6 Closed
Bank of America
25
Bank of America
North Carolina
-$79 -2 Closed

SFBC Hedge Fund Activity: Q1 2023 in Review

22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q1 2023, worth a combined $40.9M — down 4.8% from $42.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SFBC and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Stilwell Value, adding an estimated $120K. The largest seller was Pacific Sage Partners, exiting entirely with an estimated $217K sold.

  • 22 institutional investors held Sound Financial Bancorp (SFBC) as of Q1 2023, down from 26 in Q4 2022.
  • Funds reported $40.9M of Sound Financial Bancorp stock for Q1 2023, down 4.8% quarter-over-quarter.
  • 0 funds opened new Sound Financial Bancorp positions in Q1 2023 and 4 closed out, a net change of -4 holders.
  • The largest Sound Financial Bancorp buyer in Q1 2023 was Stilwell Value, an estimated $120K added.
  • The largest Sound Financial Bancorp seller in Q1 2023 was Pacific Sage Partners, an estimated $217K sold.

Based on aggregated 13F filings for Q1 2023.