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Southern First Bancshares
SFST

63 hedge funds and large institutions have $137M invested in Southern First Bancshares in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

1.17% less ownership

Funds ownership: 66.11% → 64.94% (-1.2%)

2% less funds holding

Funds holding: 64 → 63 (-1)

10% less capital invested

Capital invested by funds: $152M → $137M (-$14.7M)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
22
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$8.25M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.57M
3
CCM
Castine Capital Management
Massachusetts
+$1.47M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.27M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.07M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$1.98M
2
EC
EJF Capital
Virginia
-$1.32M
3
BCM
Bridgeway Capital Management
Texas
-$926K
4
CRC
Curi RMB Capital
Illinois
-$566K
5
Morgan Stanley
Morgan Stanley
New York
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$539K -$19.7K -577 -3%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$447K – – –
EI
28
EAM Investors
California
$415K -$187K -5,476 -30%
EPCA
29
Elizabeth Park Capital Advisors
Ohio
$410K +$102K +3,000 +31%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$376K -$10.2K -300 -3%
MAM
31
Martingale Asset Management
Massachusetts
$356K +$37.5K +1,099 +11%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$339K – – –
TA
33
Teachers Advisors
New York
$320K +$25.3K +741 +8%
Morgan Stanley
34
Morgan Stanley
New York
$303K -$304K -8,899 -49%
Charles Schwab
35
Charles Schwab
California
$288K – – –
Wells Fargo
36
Wells Fargo
California
$273K +$51.9K +1,519 +22%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$231K -$1.23K -36 -0.5%
SCM
38
Southport Capital Management
Tennessee
$215K – – –
US Bancorp
39
US Bancorp
Minnesota
$205K – – –
Bessemer Group
40
Bessemer Group
New Jersey
$170K +$3.42K +100 +2%
PAM
41
Panagora Asset Management
Massachusetts
$124K +$41K +1,201 +46%
AIG
42
American International Group
New York
$115K +$8.16K +239 +7%
NFA
43
Nationwide Fund Advisors
Ohio
$107K -$10.9K -318 -9%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$104K +$34 +1 +0%
Citigroup
45
Citigroup
New York
$101K -$192K -5,628 -65%
Bank of America
46
Bank of America
North Carolina
$100K +$7.72K +226 +8%
CCMH
47
Cornerstone Capital Management Holdings
New York
$87K +$92.2K +2,700 New
JP Morgan Chase
48
JP Morgan Chase
New York
$68K -$225K -6,600 -76%
BBHC
49
Brown Brothers Harriman & Co
New York
$58K -$5.12K -150 -8%
SO
50
STRS Ohio
Ohio
$58K – – –
1
2
3

SFST Hedge Fund Activity: Q1 2017 in Review

63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q1 2017, worth a combined $137M — down 9.7% from $152M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SFST positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $8.25M. The largest seller was Basswood Capital Management, cutting an estimated $1.98M.

  • 63 institutional investors held Southern First Bancshares (SFST) as of Q1 2017, down from 64 in Q4 2016.
  • Funds reported $137M of Southern First Bancshares stock for Q1 2017, down 9.7% quarter-over-quarter.
  • 7 funds opened new Southern First Bancshares positions in Q1 2017 and 4 closed out, a net change of +3 holders.
  • The largest Southern First Bancshares buyer in Q1 2017 was BlackRock, an estimated $8.25M added.
  • The largest Southern First Bancshares seller in Q1 2017 was Basswood Capital Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.