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SFBS

ServisFirst Bancshares

260 hedge funds and large institutions have $2.45B invested in ServisFirst Bancshares in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $872K | Put options by funds: $379K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

3% more funds holding

Funds holding: 253260 (+7)

1.61% more ownership

Funds ownership: 69.5%71.11% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.51B → $2.45B (-$63.2M)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
96
Reduced
80
Closed
23
Calls
$872K
Puts
$379K
Net Calls
+$493K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
226
SYSTM Wealth Solutions
Illinois
$9.92K -$362K -5,858 -97%
Osaic Holdings
227
Osaic Holdings
Arizona
$8.53K -$497K -8,048 -98%
WWM
228
Wolff Wiese Magana
California
$6.89K
PS
229
Principal Securities
Iowa
$6.57K +$3.83K +62 +148%
AAP
230
Arax Advisory Partners
Colorado
$6.57K +$6.42K +104 New
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$4.87K
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$3.92K
SA
233
Scarborough Advisors
Maryland
$3.92K
UB
234
UMB Bank
Missouri
$3.79K +$2.35K +38 +173%
QL
235
Quarry LP
New York
$3.79K +$3.7K +60 New
VWM
236
Venturi Wealth Management
Texas
$3.29K
PA
237
Parallel Advisors
California
$3.1K +$62 +1 +2%
JWA
238
JFS Wealth Advisors
Pennsylvania
$3.03K
SWM
239
Spire Wealth Management
Virginia
$2.53K
AF
240
Allworth Financial
California
$2.4K
LC
241
Lindbrook Capital
California
$2.4K
TWP
242
Triad Wealth Partners
Kansas
$2.34K +$2.28K +37 New
AEPWM
243
Atlantic Edge Private Wealth Management
Florida
$2.15K
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$2.15K
AFG
245
Albion Financial Group
Utah
$2.09K
TWC
246
TD Waterhouse Canada
Ontario, Canada
$1.88K -$62 -1 -3%
OWA
247
Opal Wealth Advisors
New York
$1.77K +$1.73K +28 New
GIS
248
Grayhawk Investment Strategies
Alberta, Canada
$1.52K
VNA
249
Valley National Advisers
Pennsylvania
$1K
SIC
250
SJS Investment Consulting
Ohio
$948

SFBS Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2024, worth a combined $2.45B — down 2.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SFBS positions and 23 closed out — a net gain of 12 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Stonegate Investment Group, adding an estimated $55.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20.1M.

  • 260 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2024, up from 253 in Q1 2024.
  • Funds reported $2.45B of ServisFirst Bancshares stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 35 funds opened new ServisFirst Bancshares positions in Q2 2024 and 23 closed out, a net change of +12 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2024 was Stonegate Investment Group, an estimated $55.6M added.
  • The largest ServisFirst Bancshares seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2024.