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SFBS

ServisFirst Bancshares

160 hedge funds and large institutions have $970M invested in ServisFirst Bancshares in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 158160 (+2)

0.26% more ownership

Funds ownership: 44.5%44.76% (+0.26%)

1% less capital invested

Capital invested by funds: $978M → $970M (-$8.51M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
58
Reduced
46
Closed
15
Calls
$429K
Puts
Net Calls
+$429K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$20K -$51.8K -1,235 -71%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$15K +$2.68K +64 +21%
X
153
Xponance
Pennsylvania
$11K -$1.68K -40 -13%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$10K
PCG
155
Private Capital Group
Connecticut
$5K -$1.68K -40 -25%
TRCT
156
Tower Research Capital (TRC)
New York
$3K +$3.06K +73 New
PFBT
157
Parkside Financial Bank & Trust
Missouri
$1K
QCG
158
Quadrant Capital Group
Ohio
$1K
WAM
159
Wealthspire Advisors (Maryland)
Maryland
$1K
HW
160
Hancock Whitney
Mississippi
-$11M -265,830 Closed
BFC
161
Banc Funds Company
Illinois
-$3.89M -93,720 Closed
BCA
162
Berman Capital Advisors
Georgia
-$1.4M -33,800 Closed
OSAM
163
O'Shaughnessy Asset Management
Connecticut
-$915K -22,038 Closed
GCP
164
GSA Capital Partners
United Kingdom
-$601K -14,490 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
-$358K -8,629 Closed
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
-$295K -7,098 Closed
O
167
OppenheimerFunds
New York
-$233K -5,617 Closed
JFG
168
Jefferies Financial Group
New York
-$225K -5,418 Closed
RFM
169
Royal Fund Management
Florida
-$15K -366 Closed
PG
170
PEAK6 Group
Illinois
-$15.1K -359 Closed
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
-$12K -292 Closed
TL
172
TrueWealth LLC
Georgia
-$4K -86 Closed
AssetMark Inc
173
AssetMark Inc
California
-$1K -33 Closed
STA
174
Summit Trail Advisors
New York
-$1K -28 Closed
JA
175
JOYN Advisors
Georgia
+$461 +11 New

SFBS Hedge Fund Activity: Q1 2018 in Review

160 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2018, worth a combined $970M — down 0.87% from $978M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SFBS positions and 15 closed out — a net gain of 3 holders — while 58 added to existing stakes and 46 trimmed.

The largest buyer was Davis Asset Management, adding an estimated $17.6M. The largest seller was Waverly Advisors, cutting an estimated $13M.

  • 160 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2018, up from 158 in Q4 2017.
  • Funds reported $970M of ServisFirst Bancshares stock for Q1 2018, down 0.87% quarter-over-quarter.
  • 18 funds opened new ServisFirst Bancshares positions in Q1 2018 and 15 closed out, a net change of +3 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2018 was Davis Asset Management, an estimated $17.6M added.
  • The largest ServisFirst Bancshares seller in Q1 2018 was Waverly Advisors, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2018.