ServisFirst Bancshares
SFBS
253 hedge funds and large institutions have $2.51B invested in ServisFirst Bancshares in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 85 increasing their positions, 104 reducing their positions, and 17 closing their positions.
229% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $498K
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
1% more funds holding
Funds holding: 251 → 253 (+2)
0.54% less ownership
Funds ownership: 70.04% → 69.5% (-0.54%)
1% less capital invested
Capital invested by funds: $2.54B → $2.51B (-$28.5M)
18% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 104
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$23.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.1M |
| 3 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$8.57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.81M |
| 5 |
MOACM
Mutual of America Capital Management
New York
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$41.6M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$6.85M |
| 3 |
BlackRock
New York
|
-$5.02M |
| 4 |
State Street
Boston,
Massachusetts
|
-$4.22M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.07M |
SFBS Hedge Fund Activity: Q1 2024 in Review
253 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2024, worth a combined $2.51B — down 1.1% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SFBS positions and 17 closed out — a net gain of 3 holders — while 85 added to existing stakes and 104 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $23.2M. The largest seller was Morgan Stanley, cutting an estimated $41.6M.
- 253 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2024, up from 251 in Q4 2023.
- Funds reported $2.51B of ServisFirst Bancshares stock for Q1 2024, down 1.1% quarter-over-quarter.
- 20 funds opened new ServisFirst Bancshares positions in Q1 2024 and 17 closed out, a net change of +3 holders.
- The largest ServisFirst Bancshares buyer in Q1 2024 was Champlain Investment Partners, an estimated $23.2M added.
- The largest ServisFirst Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $41.6M sold.
Based on aggregated 13F filings for Q1 2024.