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Southern First Bancshares
SFST

64 hedge funds and large institutions have $152M invested in Southern First Bancshares in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

66.11% more ownership

Funds ownership: 0% → 66.11% (+66%)

37% more capital invested

Capital invested by funds: $111M → $152M (+$41.1M)

19% more funds holding

Funds holding: 54 → 64 (+10)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
19
Reduced
20
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$982K
2
EI
EAM Investors
California
+$548K
3
Morgan Stanley
Morgan Stanley
New York
+$470K
4
MAM
Martingale Asset Management
Massachusetts
+$295K
5
JP Morgan Chase
JP Morgan Chase
New York
+$262K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$2.54M
2
EC
EJF Capital
Virginia
-$551K
3
BFC
Banc Funds Company
Illinois
-$244K
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$238K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$739K +$20.3K +672 +3%
Morgan Stanley
27
Morgan Stanley
New York
$655K +$470K +15,584 +600%
EI
28
EAM Investors
California
$655K +$548K +18,195 New
TCIM
29
TIAA CREF Investment Management
New York
$615K -$21.1K -701 -4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$559K +$122K +4,061 +35%
SSWM
31
Sheets Smith Wealth Management
North Carolina
$493K -$88K -2,920 -18%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$425K -$9.04K -300 -2%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$374K – – –
MAM
34
Martingale Asset Management
Massachusetts
$353K +$295K +9,803 New
EPCA
35
Elizabeth Park Capital Advisors
Ohio
$344K -$238K -7,887 -45%
TA
36
Teachers Advisors
New York
$326K – – –
Charles Schwab
37
Charles Schwab
California
$317K – – –
Citigroup
38
Citigroup
New York
$314K +$204K +6,765 +347%
JP Morgan Chase
39
JP Morgan Chase
New York
$313K +$262K +8,683 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$256K -$22.6K -749 -10%
Wells Fargo
41
Wells Fargo
California
$245K +$66.5K +2,206 +48%
SCM
42
Southport Capital Management
Tennessee
$237K +$198K +6,587 New
First Trust Advisors
43
First Trust Advisors
Illinois
$229K +$192K +6,370 New
US Bancorp
44
US Bancorp
Minnesota
$226K -$45.5K -1,510 -19%
IAM
45
Integre Asset Management
New York
$222K +$186K +6,173 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$221K +$185K +6,135 New
Bessemer Group
47
Bessemer Group
New Jersey
$184K +$39.2K +1,300 +34%
AIM
48
Acrospire Investment Management
Illinois
$142K -$27.9K -926 -19%
NFA
49
Nationwide Fund Advisors
Ohio
$129K – – –
AIG
50
American International Group
New York
$119K -$301 -10 -0.3%
1
2
3

SFST Hedge Fund Activity: Q4 2016 in Review

64 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2016, worth a combined $152M — up 37% from $111M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SFST positions and 1 closed out — a net gain of 11 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $982K. The largest seller was Curi RMB Capital, cutting an estimated $2.54M.

  • 64 institutional investors held Southern First Bancshares (SFST) as of Q4 2016, up from 54 in Q3 2016.
  • Funds reported $152M of Southern First Bancshares stock for Q4 2016, up 37% quarter-over-quarter.
  • 12 funds opened new Southern First Bancshares positions in Q4 2016 and 1 closed out, a net change of +11 holders.
  • The largest Southern First Bancshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $982K added.
  • The largest Southern First Bancshares seller in Q4 2016 was Curi RMB Capital, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2016.