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SFBC

Sound Financial Bancorp
SFBC

26 hedge funds and large institutions have $38.2M invested in Sound Financial Bancorp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

18% more funds holding

Funds holding: 22 → 26 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1.13% less ownership

Funds ownership: 42.47% → 41.35% (-1.1%)

7% less capital invested

Capital invested by funds: $40.9M → $38.2M (-$2.68M)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SV
Stilwell Value
New York
+$1.34M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$398K
3
EF
Empowered Funds
Pennsylvania
+$363K
4
HF
HRT Financial
New York
+$322K
5
BlackRock
BlackRock
New York
+$180K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.04M
2
MI
M3F Inc
Utah
-$1.04M
3
BCM
BHZ Capital Management
California
-$821K
4
MCM
Maltese Capital Management
New York
-$90.4K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$56.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$12.7M +$1.34M +37,139 +12%
FCM
2
FJ Capital Management
Virginia
$7.23M – – –
MI
3
M3F Inc
Utah
$5.22M -$1.04M -28,690 -16%
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.36M +$398K +11,000 +10%
OC
5
Oppenheimer & Close
New York
$1.28M – – –
BlackRock
6
BlackRock
New York
$924K +$180K +4,974 +24%
Vanguard Group
7
Vanguard Group
Pennsylvania
$839K -$2.04M -56,281 -70%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$734K -$56.3K -1,556 -7%
BCM
9
Bridgeway Capital Management
Texas
$716K +$11.2K +310 +2%
MCM
10
Maltese Capital Management
New York
$621K -$90.4K -2,500 -13%
GIM
11
Greenwich Investment Management
Connecticut
$528K -$3.98K -110 -0.7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$489K +$21.6K +597 +5%
BFIM
13
Beese Fulmer Investment Management
Ohio
$396K – – –
EST
14
EA Series Trust
Pennsylvania
$359K +$363K +10,035 New
EF
15
Empowered Funds
Pennsylvania
$359K +$363K +10,035 New
State Street
16
State Street
Massachusetts
$352K -$34.8K -963 -9%
HF
17
HRT Financial
New York
$318K +$322K +8,917 New
PH
18
Pinnacle Holdings
Oklahoma
$289K – – –
Wellington Management Group
19
Wellington Management Group
Massachusetts
$210K – – –
FI
20
Financial Insights
Washington
$204K – – –
Wells Fargo
21
Wells Fargo
California
$36.1K +$36 +1 +0.1%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$15K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$7.7K -$3.15K -87 -29%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2K +$1.99K +55 +458%
Morgan Stanley
25
Morgan Stanley
New York
$746 +$759 +21 New
1
2

SFBC Hedge Fund Activity: Q2 2023 in Review

26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q2 2023, worth a combined $38.2M — down 6.6% from $40.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SFBC positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Stilwell Value, adding an estimated $1.34M. The largest seller was Vanguard Group, cutting an estimated $2.04M.

  • 26 institutional investors held Sound Financial Bancorp (SFBC) as of Q2 2023, up from 22 in Q1 2023.
  • Funds reported $38.2M of Sound Financial Bancorp stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 5 funds opened new Sound Financial Bancorp positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest Sound Financial Bancorp buyer in Q2 2023 was Stilwell Value, an estimated $1.34M added.
  • The largest Sound Financial Bancorp seller in Q2 2023 was Vanguard Group, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2023.