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SFBC

Sound Financial Bancorp

25 hedge funds and large institutions have $44.2M invested in Sound Financial Bancorp in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2425 (+1)

4% more capital invested

Capital invested by funds: $42.3M → $44.2M (+$1.86M)

0.24% more ownership

Funds ownership: 42.22%42.46% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
7
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$16.7M +$81.1K +2,041 +0.5%
FCM
2
FJ Capital Management
Virginia
$8.28M
AllianceBernstein
3
AllianceBernstein
Tennessee
$5.75M +$18.8K +472 +0.3%
MI
4
M3F Inc
Utah
$3.96M -$20.8K -524 -0.5%
OC
5
Oppenheimer & Close
New York
$1.46M
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.12M +$596 +15 +0.1%
BlackRock
7
BlackRock
New York
$1.06M -$5.25K -132 -0.5%
BCM
8
Bridgeway Capital Management
Texas
$910K +$34.8K +875 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$841K
FI
10
Financial Insights
Washington
$728K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$630K +$12.6K +316 +2%
EF
12
Empowered Funds
Pennsylvania
$509K +$34.8K +875 +7%
GIM
13
Greenwich Investment Management
Connecticut
$476K -$64.4K -1,620 -12%
BFIM
14
Beese Fulmer Investment Management
Ohio
$445K
PH
15
Pinnacle Holdings
Oklahoma
$315K -$7.55K -190 -2%
GCWM
16
Graham Capital Wealth Management
District of Columbia
$254K -$6K -151 -2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$236K
PSP
18
Pacific Sage Partners
Washington
$216K
Northern Trust
19
Northern Trust
Illinois
$213K -$16.9K -424 -7%
Wells Fargo
20
Wells Fargo
California
$41.4K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$17K
UBS Group
22
UBS Group
Switzerland
$13.6K +$13.2K +333 New
TRCT
23
Tower Research Capital (TRC)
New York
$10.3K +$2.35K +59 +30%
Morgan Stanley
24
Morgan Stanley
New York
$903 -$795 -20 -48%
Bank of America
25
Bank of America
North Carolina
$122 +$119 +3 New

SFBC Hedge Fund Activity: Q1 2024 in Review

25 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q1 2024, worth a combined $44.2M — up 4.4% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SFBC positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Stilwell Value, adding an estimated $81.1K. The largest seller was Greenwich Investment Management, cutting an estimated $64.4K.

  • 25 institutional investors held Sound Financial Bancorp (SFBC) as of Q1 2024, up from 24 in Q4 2023.
  • Funds reported $44.2M of Sound Financial Bancorp stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 2 funds opened new Sound Financial Bancorp positions in Q1 2024 and 1 closed out, a net change of +1 holder.
  • The largest Sound Financial Bancorp buyer in Q1 2024 was Stilwell Value, an estimated $81.1K added.
  • The largest Sound Financial Bancorp seller in Q1 2024 was Greenwich Investment Management, an estimated $64.4K sold.

Based on aggregated 13F filings for Q1 2024.