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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
MOACM
26
Mutual of America Capital Management
New York
$9.9M +$2.87M +46,469 +42%
N
27
Nuveen
North Carolina
$9.68M +$1.05M +17,071 +13%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$9.54M -$52.5K -851 -0.6%
WA
29
Waverly Advisors
Alabama
$9.43M -$194K -3,142 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$8.77M -$121K -1,964 -1%
Ameriprise
31
Ameriprise
Minnesota
$8.53M -$449K -7,274 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$8.4M +$269K +4,362 +3%
CCP
33
Clarkston Capital Partners
Michigan
$7.58M
SA
34
Sanctuary Advisors
Indiana
$7.18M +$7.3M +118,207 New
GC
35
Gratus Capital
Georgia
$6.99M
Stifel Financial
36
Stifel Financial
Missouri
$6.91M -$318K -5,152 -4%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.82M +$463K +7,503 +7%
Invesco
38
Invesco
Georgia
$6.48M -$844K -13,674 -12%
TC
39
TownSquare Capital
Utah
$6.47M -$194K -3,148 -3%
SEI Investments
40
SEI Investments
Pennsylvania
$6.45M +$14.4K +233 +0.2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$6.44M
LIM
42
Leavell Investment Management
Alabama
$6.44M
Millennium Management
43
Millennium Management
New York
$5.95M +$3.75M +60,781 +182%
Bank of America
44
Bank of America
North Carolina
$5.77M -$403K -6,523 -7%
UBS AM
45
UBS AM
Illinois
$5.17M +$2.68M +43,484 +113%
MMPW
46
Mitchell McLeod Pugh & Williams
Alabama
$5.15M +$1.11K +18 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$4.47M -$185 -3 -0%
HWA
48
HHM Wealth Advisors
Tennessee
$4.45M +$4.35M +70,470 New
Citigroup
49
Citigroup
New York
$4.2M +$198K +3,211 +5%
TA
50
TrueWealth Advisors
Alabama
$4.16M +$432 +7 +0%

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.