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SFBS

ServisFirst Bancshares
SFBS

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: 158 → 160 (+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: 3 → 2 (-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

Top Buyers

1
DAM
Davis Asset Management
California
+$17.6M
2
BlackRock
BlackRock
New York
+$6.2M
3
State Street
State Street
Massachusetts
+$4.53M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.14M
5
BIA
BHK Investment Advisors
Alabama
+$3.11M

Top Sellers

1
WA
Waverly Advisors
Alabama
-$13M
2
HW
Hancock Whitney
Mississippi
-$11M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.58M
4
GPGA
Grandeur Peak Global Advisors
Utah
-$4.37M
5
BFC
Banc Funds Company
Illinois
-$3.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$239M +$6.2M +147,801 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M +$2.13M +50,874 +1%
State Street
3
State Street
Massachusetts
$61.2M +$4.53M +107,999 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.4M +$2.41M +57,547 +5%
WHG
5
Westwood Holdings Group
Texas
$28.4M +$2.12M +50,590 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$26.5M -$25.2K -600 -0.1%
DAM
7
Davis Asset Management
California
$25.3M +$17.6M +420,000 +210%
Northern Trust
8
Northern Trust
Illinois
$23.8M +$62.4K +1,488 +0.3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.5M -$8.58M -204,746 -28%
PCM
10
Peregrine Capital Management
Minnesota
$19.7M -$997K -23,777 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.8M +$368K +8,774 +2%
Principal Financial Group
12
Principal Financial Group
Iowa
$15M +$503K +11,997 +3%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.5M – – –
Ameriprise
14
Ameriprise
Minnesota
$9.57M +$264K +6,294 +3%
JAM
15
Jacobs Asset Management
New York
$9.38M – – –
Charles Schwab
16
Charles Schwab
California
$9.16M +$314K +7,500 +3%
WG
17
Welch Group
Alabama
$8.69M -$715K -17,053 -7%
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$8.25M – – –
Morgan Stanley
19
Morgan Stanley
New York
$7.92M +$1.51M +35,937 +23%
Deutsche Bank
20
Deutsche Bank
Germany
$6.97M +$2.45M +58,383 +52%
UBS Group
21
UBS Group
Switzerland
$6.67M +$48.4K +1,154 +0.7%
Goldman Sachs
22
Goldman Sachs
New York
$6.43M +$2.04M +48,715 +45%
AIM
23
Artemis Investment Management
United Kingdom
$5.63M – – –
Fisher Asset Management
24
Fisher Asset Management
Washington
$5.54M -$651K -15,523 -10%
Stifel Financial
25
Stifel Financial
Missouri
$5.17M -$6.46K -154 -0.1%
1
2 3 4 5

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.