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SFBC

Sound Financial Bancorp

27 hedge funds and large institutions have $46.8M invested in Sound Financial Bancorp in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

8% more funds holding

Funds holding: 2527 (+2)

6% more capital invested

Capital invested by funds: $44.2M → $46.8M (+$2.63M)

0.15% more ownership

Funds ownership: 42.46%42.6% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
9
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$17.6M
FCM
2
FJ Capital Management
Virginia
$8.56M
AllianceBernstein
3
AllianceBernstein
Tennessee
$6.15M +$69.6K +1,720 +1%
MI
4
M3F Inc
Utah
$4.04M -$135K -3,338 -3%
OC
5
Oppenheimer & Close
New York
$1.55M
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.18M +$445 +11 +0%
BlackRock
7
BlackRock
New York
$1.12M +$2.51K +62 +0.2%
BCM
8
Bridgeway Capital Management
Texas
$1.01M +$16.8K +415 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$988K +$62.5K +1,544 +7%
FI
10
Financial Insights
Washington
$770K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$739K +$45.4K +1,122 +7%
EF
12
Empowered Funds
Pennsylvania
$575K +$16.8K +415 +3%
BFIM
13
Beese Fulmer Investment Management
Ohio
$463K -$22.3K -550 -5%
GIM
14
Greenwich Investment Management
Connecticut
$447K -$52.7K -1,302 -11%
PH
15
Pinnacle Holdings
Oklahoma
$335K -$1.66K -41 -0.5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$258K
GCWM
17
Graham Capital Wealth Management
District of Columbia
$251K -$17K -419 -7%
PSP
18
Pacific Sage Partners
Washington
$236K
Northern Trust
19
Northern Trust
Illinois
$218K -$7.13K -176 -3%
State Street
20
State Street
Massachusetts
$202K +$186K +4,595 New
UBS Group
21
UBS Group
Switzerland
$22.8K +$8.02K +198 +59%
Wells Fargo
22
Wells Fargo
California
$21.4K -$21.1K -520 -51%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$19K
TRCT
24
Tower Research Capital (TRC)
New York
$9.46K -$1.38K -34 -13%
Morgan Stanley
25
Morgan Stanley
New York
$964

SFBC Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q2 2024, worth a combined $46.8M — up 6% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SFBC positions and 0 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $186K. The largest seller was M3F Inc, cutting an estimated $135K.

  • 27 institutional investors held Sound Financial Bancorp (SFBC) as of Q2 2024, up from 25 in Q1 2024.
  • Funds reported $46.8M of Sound Financial Bancorp stock for Q2 2024, up 6% quarter-over-quarter.
  • 2 funds opened new Sound Financial Bancorp positions in Q2 2024 and 0 closed out, a net change of +2 holders.
  • The largest Sound Financial Bancorp buyer in Q2 2024 was State Street, an estimated $186K added.
  • The largest Sound Financial Bancorp seller in Q2 2024 was M3F Inc, an estimated $135K sold.

Based on aggregated 13F filings for Q2 2024.