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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
OPS
176
Orion Portfolio Solutions
Nebraska
$344K +$23.2K +376 +7%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$325K -$1.05K -17 -0.3%
AIP
178
Ameritas Investment Partners
Nebraska
$322K
RA
179
RFG Advisory
Alabama
$305K +$185 +3 +0.1%
RJT
180
Raymond James Trust
Florida
$290K -$8.15K -132 -3%
State of Wisconsin Investment Board
181
State of Wisconsin Investment Board
Wisconsin
$280K +$20.2K +327 +8%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$269K +$10.7K +173 +4%
SCM
183
Semanteon Capital Management
Massachusetts
$265K +$259K +4,194 New
CCM
184
Coldstream Capital Management
Washington
$264K +$11.9K +192 +5%
PA
185
Profund Advisors
Maryland
$256K +$23.7K +384 +10%
AQR Capital Management
186
AQR Capital Management
Connecticut
$253K +$248K +4,010 New
WAG
187
Wallace Advisory Group
California
$250K +$245K +3,964 New
VPIM
188
Vanguard Personalized Indexing Management
California
$241K +$45.9K +744 +24%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$240K
Fidelity Investments
190
Fidelity Investments
Massachusetts
$235K -$3.89K -63 -2%
DWM
191
Diversify Wealth Management
Utah
$215K +$180K +2,910 New
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$210K +$16.5K +267 +9%
CGH
193
Crossmark Global Holdings
Texas
$209K -$23K -372 -10%
AWA
194
Arete Wealth Advisors
Illinois
$209K +$205K +3,313 New
X
195
Xponance
Pennsylvania
$202K +$6.17K +100 +3%
Creative Planning
196
Creative Planning
Kansas
$201K -$3.58K -58 -2%
SPA
197
Sherbrooke Park Advisers
New York
$201K +$196K +3,178 New
QCG
198
Quadrant Capital Group
Ohio
$164K +$21.1K +341 +15%
Citadel Advisors
199
Citadel Advisors
Florida
$158K -$3.28M -53,092 -96%
EAM
200
Eukles Asset Management
Ohio
$145K -$18.1K -293 -11%

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.