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SFBC

Sound Financial Bancorp

24 hedge funds and large institutions have $42.3M invested in Sound Financial Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $39.3M → $42.3M (+$3.03M)

4% more funds holding

Funds holding: 2324 (+1)

0.85% more ownership

Funds ownership: 41.37%42.22% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$15.9M +$1.07M +28,845 +8%
FCM
2
FJ Capital Management
Virginia
$7.94M
AllianceBernstein
3
AllianceBernstein
Tennessee
$5.49M +$260K +7,016 +5%
MI
4
M3F Inc
Utah
$3.81M -$1.37M -37,042 -27%
OC
5
Oppenheimer & Close
New York
$1.4M
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.07M +$50.8K +1,369 +5%
BlackRock
7
BlackRock
New York
$1.02M +$9.57K +258 +1%
BCM
8
Bridgeway Capital Management
Texas
$850K +$35.6K +960 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$817K
FI
10
Financial Insights
Washington
$698K +$451K +12,155 +212%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$600K +$19.9K +538 +4%
GIM
12
Greenwich Investment Management
Connecticut
$519K -$37.5K -1,012 -7%
EF
13
Empowered Funds
Pennsylvania
$460K +$35.6K +960 +9%
BFIM
14
Beese Fulmer Investment Management
Ohio
$432K
PH
15
Pinnacle Holdings
Oklahoma
$310K
GCWM
16
Graham Capital Wealth Management
District of Columbia
$250K +$237K +6,402 New
Wellington Management Group
17
Wellington Management Group
Massachusetts
$229K
Northern Trust
18
Northern Trust
Illinois
$221K +$210K +5,663 New
PSP
19
Pacific Sage Partners
Washington
$209K +$199K +5,371 New
Wells Fargo
20
Wells Fargo
California
$39.7K +$37 +1 +0.1%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$17K
TRCT
22
Tower Research Capital (TRC)
New York
$7.61K -$1.19K -32 -14%
Morgan Stanley
23
Morgan Stanley
New York
$1.64K +$779 +21 +100%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K +$1.11K +30 New
State Street
25
State Street
Massachusetts
-$355K -9,663 Closed

SFBC Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q4 2023, worth a combined $42.3M — up 7.7% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SFBC positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Stilwell Value, adding an estimated $1.07M. The largest seller was M3F Inc, cutting an estimated $1.37M.

  • 24 institutional investors held Sound Financial Bancorp (SFBC) as of Q4 2023, up from 23 in Q3 2023.
  • Funds reported $42.3M of Sound Financial Bancorp stock for Q4 2023, up 7.7% quarter-over-quarter.
  • 4 funds opened new Sound Financial Bancorp positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Sound Financial Bancorp buyer in Q4 2023 was Stilwell Value, an estimated $1.07M added.
  • The largest Sound Financial Bancorp seller in Q4 2023 was M3F Inc, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2023.