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SFBC

Sound Financial Bancorp

29 hedge funds and large institutions have $48.7M invested in Sound Financial Bancorp in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 2729 (+2)

4% more capital invested

Capital invested by funds: $46.8M → $48.7M (+$1.86M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.07% less ownership

Funds ownership: 42.6%35.53% (-7.1%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
7
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$21.9M
AllianceBernstein
2
AllianceBernstein
Tennessee
$7.94M +$259K +5,268 +4%
FCM
3
FJ Capital Management
Virginia
$6.36M -$4.16M -84,708 -42%
OC
4
Oppenheimer & Close
New York
$1.75M -$162K -3,300 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48M +$5.4K +110 +0.4%
BlackRock
6
BlackRock
New York
$1.4M +$638 +13 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.28M +$69.1K +1,407 +6%
FI
8
Financial Insights
Washington
$947K -$9.82K -200 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$941K +$37.8K +770 +5%
BFIM
10
Beese Fulmer Investment Management
Ohio
$563K
ACP
11
Arcus Capital Partners
Georgia
$503K +$462K +9,400 New
KCM
12
Kennedy Capital Management
Missouri
$468K +$429K +8,740 New
PH
13
Pinnacle Holdings
Oklahoma
$412K
BCM
14
Bridgeway Capital Management
Texas
$411K -$755K -15,384 -67%
EF
15
Empowered Funds
Pennsylvania
$411K -$264K -5,384 -41%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$314K
GCWM
17
Graham Capital Wealth Management
District of Columbia
$296K -$14.8K -302 -5%
PSP
18
Pacific Sage Partners
Washington
$287K
State Street
19
State Street
Massachusetts
$273K +$24.6K +500 +11%
Northern Trust
20
Northern Trust
Illinois
$265K -$5.65K -115 -2%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$207K +$190K +3,863 New
FIA
22
FNY Investment Advisers
New York
$150K +$138K +2,805 New
Citigroup
23
Citigroup
New York
$49.7K +$45.6K +929 New
UBS Group
24
UBS Group
Switzerland
$15.8K -$11.5K -235 -44%
Barclays
25
Barclays
United Kingdom
$8.19K +$7.51K +153 New

SFBC Hedge Fund Activity: Q3 2024 in Review

29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2024, worth a combined $48.7M — up 4% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SFBC positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Arcus Capital Partners, opening a new position worth an estimated $462K. The largest seller was FJ Capital Management, cutting an estimated $4.16M.

  • 29 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2024, up from 27 in Q2 2024.
  • Funds reported $48.7M of Sound Financial Bancorp stock for Q3 2024, up 4% quarter-over-quarter.
  • 6 funds opened new Sound Financial Bancorp positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest Sound Financial Bancorp buyer in Q3 2024 was Arcus Capital Partners, an estimated $462K added.
  • The largest Sound Financial Bancorp seller in Q3 2024 was FJ Capital Management, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2024.