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SFBC

Sound Financial Bancorp

23 hedge funds and large institutions have $39.3M invested in Sound Financial Bancorp in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $38.2M → $39.3M (+$1.1M)

0.02% more ownership

Funds ownership: 41.35%41.37% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 2623 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$14M +$775K +20,995 +6%
FCM
2
FJ Capital Management
Virginia
$7.53M
MI
3
M3F Inc
Utah
$4.99M -$445K -12,048 -8%
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.95M +$411K +11,140 +9%
OC
5
Oppenheimer & Close
New York
$1.33M
Vanguard Group
6
Vanguard Group
Pennsylvania
$964K +$89.7K +2,429 +10%
BlackRock
7
BlackRock
New York
$959K -$3.36K -91 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$770K +$14.4K +390 +2%
BCM
9
Bridgeway Capital Management
Texas
$766K +$29.2K +790 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$545K +$42.7K +1,157 +8%
GIM
11
Greenwich Investment Management
Connecticut
$529K -$20.3K -549 -4%
BFIM
12
Beese Fulmer Investment Management
Ohio
$407K
EF
13
Empowered Funds
Pennsylvania
$398K +$29.2K +790 +8%
State Street
14
State Street
Massachusetts
$355K -$6.54K -177 -2%
PH
15
Pinnacle Holdings
Oklahoma
$294K -$7.75K -210 -3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$216K
FI
17
Financial Insights
Washington
$210K
Wells Fargo
18
Wells Fargo
California
$37.6K
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$16K
TRCT
20
Tower Research Capital (TRC)
New York
$8.39K +$369 +10 +5%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.69K +$1.7K +46 New
Morgan Stanley
22
Morgan Stanley
New York
$776
Bank of America
23
Bank of America
North Carolina
$592 -$37 -1 -6%
MCM
24
Maltese Capital Management
New York
-$621K -17,500 Closed
HF
25
HRT Financial
New York
-$318K -8,917 Closed

SFBC Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2023, worth a combined $39.3M — up 2.9% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SFBC and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Stilwell Value, adding an estimated $775K. The largest seller was Maltese Capital Management, exiting entirely with an estimated $621K sold.

  • 23 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2023, down from 26 in Q2 2023.
  • Funds reported $39.3M of Sound Financial Bancorp stock for Q3 2023, up 2.9% quarter-over-quarter.
  • 1 fund opened new Sound Financial Bancorp positions in Q3 2023 and 3 closed out, a net change of -2 holders.
  • The largest Sound Financial Bancorp buyer in Q3 2023 was Stilwell Value, an estimated $775K added.
  • The largest Sound Financial Bancorp seller in Q3 2023 was Maltese Capital Management, an estimated $621K sold.

Based on aggregated 13F filings for Q3 2023.