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Southern First Bancshares
SFST

71 hedge funds and large institutions have $190M invested in Southern First Bancshares in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

39% more capital invested

Capital invested by funds: $137M → $190M (+$53.1M)

13% more funds holding

Funds holding: 63 → 71 (+8)

5.51% more ownership

Funds ownership: 64.94% → 70.45% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
28
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.2M
3
BFC
Banc Funds Company
Illinois
+$2.58M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.47M
5
SCA
Stieven Capital Advisors
Missouri
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$7.77M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$437K
3
PH
Pinnacle Holdings
Oklahoma
-$323K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$110K
5
CCMH
Cornerstone Capital Management Holdings
New York
-$85.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Basswood Capital Management
New York
$852K – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$822K +$122K +3,564 +19%
BCM
28
Bridgeway Capital Management
Texas
$786K – – –
TCIM
29
TIAA CREF Investment Management
New York
$649K +$34.7K +1,010 +6%
First Trust Advisors
30
First Trust Advisors
Illinois
$616K +$571K +16,617 New
SSWM
31
Sheets Smith Wealth Management
North Carolina
$508K – – –
EPCA
32
Elizabeth Park Capital Advisors
Ohio
$466K – – –
Wells Fargo
33
Wells Fargo
California
$432K +$115K +3,350 +40%
EI
34
EAM Investors
California
$427K -$41.3K -1,202 -9%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$427K – – –
PCM
36
Penn Capital Management
Pennsylvania
$401K +$372K +10,820 New
TA
37
Teachers Advisors
New York
$393K +$27.4K +799 +8%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$385K – – –
MAM
39
Martingale Asset Management
Massachusetts
$382K -$20.6K -600 -6%
Charles Schwab
40
Charles Schwab
California
$327K – – –
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$318K +$185K +5,399 +169%
OAM
42
Oxford Asset Management
United Kingdom
$312K +$289K +8,413 New
Morgan Stanley
43
Morgan Stanley
New York
$277K -$62.7K -1,825 -20%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$262K -$653 -19 -0.3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$253K +$234K +6,816 New
PAM
46
Panagora Asset Management
Massachusetts
$247K +$98.6K +2,870 +76%
SCM
47
Southport Capital Management
Tennessee
$244K – – –
TC
48
TFS Capital
Pennsylvania
$234K +$217K +6,319 New
US Bancorp
49
US Bancorp
Minnesota
$232K – – –
Bessemer Group
50
Bessemer Group
New Jersey
$193K – – –
1
2
3

SFST Hedge Fund Activity: Q2 2017 in Review

71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q2 2017, worth a combined $190M — up 39% from $137M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFST positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $10.7M. The largest seller was EJF Capital, cutting an estimated $7.77M.

  • 71 institutional investors held Southern First Bancshares (SFST) as of Q2 2017, up from 63 in Q1 2017.
  • Funds reported $190M of Southern First Bancshares stock for Q2 2017, up 39% quarter-over-quarter.
  • 11 funds opened new Southern First Bancshares positions in Q2 2017 and 3 closed out, a net change of +8 holders.
  • The largest Southern First Bancshares buyer in Q2 2017 was T. Rowe Price Associates, an estimated $10.7M added.
  • The largest Southern First Bancshares seller in Q2 2017 was EJF Capital, an estimated $7.77M sold.

Based on aggregated 13F filings for Q2 2017.