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SFBC

Sound Financial Bancorp

29 hedge funds and large institutions have $48.2M invested in Sound Financial Bancorp in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.23% more ownership

Funds ownership: 35.53%35.76% (+0.23%)

0% more funds holding

Funds holding: 2929 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less capital invested

Capital invested by funds: $48.7M → $48.2M (-$462K)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$21.6M
AllianceBernstein
2
AllianceBernstein
Tennessee
$7.91M +$100K +1,863 +1%
FCM
3
FJ Capital Management
Virginia
$5.69M -$579K -10,771 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.23M +$795K +14,796 +54%
OC
5
Oppenheimer & Close
New York
$1.72M
BlackRock
6
BlackRock
New York
$1.47M +$91K +1,693 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.26M -$1.77K -33 -0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$949K +$23.4K +435 +2%
FI
9
Financial Insights
Washington
$784K -$151K -2,800 -16%
KCM
10
Kennedy Capital Management
Missouri
$460K
PH
11
Pinnacle Holdings
Oklahoma
$406K
Northern Trust
12
Northern Trust
Illinois
$376K +$118K +2,193 +44%
BCM
13
Bridgeway Capital Management
Texas
$343K -$62.7K -1,167 -15%
EF
14
Empowered Funds
Pennsylvania
$343K -$62.7K -1,167 -15%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$330K +$129K +2,406 +62%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$319K +$325K +6,053 New
Wellington Management Group
17
Wellington Management Group
Massachusetts
$309K
BFIM
18
Beese Fulmer Investment Management
Ohio
$291K -$269K -5,000 -47%
FIA
19
FNY Investment Advisers
New York
$291K +$147K +2,725 +97%
State Street
20
State Street
Massachusetts
$287K +$18.8K +350 +7%
GCWM
21
Graham Capital Wealth Management
District of Columbia
$286K -$4.89K -91 -2%
PSP
22
Pacific Sage Partners
Washington
$283K
VF
23
Virtu Financial
New York
$235K +$240K +4,467 New
UBS Group
24
UBS Group
Switzerland
$39K +$23.9K +445 +150%
TRCT
25
Tower Research Capital (TRC)
New York
$5.84K +$1.67K +31 +39%

SFBC Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q4 2024, worth a combined $48.2M — down 0.95% from $48.7M a quarter earlier.

Fund positioning in SFBC was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 9 trimmed.

The largest buyer was Vanguard Group, adding an estimated $795K. The largest seller was FJ Capital Management, cutting an estimated $579K.

  • 29 institutional investors held Sound Financial Bancorp (SFBC) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $48.2M of Sound Financial Bancorp stock for Q4 2024, down 0.95% quarter-over-quarter.
  • 3 funds opened new Sound Financial Bancorp positions in Q4 2024 and 3 closed out, a net change of 0 holders.
  • The largest Sound Financial Bancorp buyer in Q4 2024 was Vanguard Group, an estimated $795K added.
  • The largest Sound Financial Bancorp seller in Q4 2024 was FJ Capital Management, an estimated $579K sold.

Based on aggregated 13F filings for Q4 2024.