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Southern First Bancshares
SFST

74 hedge funds and large institutions have $213M invested in Southern First Bancshares in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

14% more capital invested

Capital invested by funds: $186M → $213M (+$26.3M)

10% more funds holding

Funds holding: 67 → 74 (+7)

0.3% more ownership

Funds ownership: 70.13% → 70.43% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
26
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$4.95M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.21M
3
Renaissance Technologies
Renaissance Technologies
New York
+$541K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$525K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$492K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.25M
2
CRC
Curi RMB Capital
Illinois
-$3.76M
3
FCM
FJ Capital Management
Virginia
-$1.08M
4
EM
ELCO Management
New York
-$953K
5
MCA
Mendon Capital Advisors
Florida
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$879K +$3.97K +100 +0.5%
TCIM
27
TIAA CREF Investment Management
New York
$695K -$37.8K -951 -5%
EI
28
EAM Investors
California
$645K +$164K +4,128 +36%
Morgan Stanley
29
Morgan Stanley
New York
$620K +$182K +4,590 +44%
First Trust Advisors
30
First Trust Advisors
Illinois
$611K +$8.11K +204 +1%
SSWM
31
Sheets Smith Wealth Management
North Carolina
$556K – – –
Wells Fargo
32
Wells Fargo
California
$512K +$68K +1,712 +16%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$510K +$492K +12,374 New
Charles Schwab
34
Charles Schwab
California
$458K +$91.4K +2,300 +26%
MAM
35
Martingale Asset Management
Massachusetts
$442K +$103K +2,600 +32%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$438K – – –
TA
37
Teachers Advisors
New York
$438K – – –
PCM
38
Penn Capital Management
Pennsylvania
$437K -$34.5K -867 -8%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$429K – – –
EM
40
ELCO Management
New York
$379K -$953K -23,985 -72%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$354K – – –
PAM
42
Panagora Asset Management
Massachusetts
$337K +$59.8K +1,505 +23%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$328K -$18.6K -469 -6%
OAM
44
Oxford Asset Management
United Kingdom
$324K -$27.4K -689 -8%
SCM
45
Southport Capital Management
Tennessee
$272K – – –
US Bancorp
46
US Bancorp
Minnesota
$258K – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$240K -$41.9K -1,054 -15%
WWMSC
48
Wagner Wealth Management (South Carolina)
South Carolina
$238K +$220K +5,537 New
GCA
49
Greenwood Capital Associates
South Carolina
$226K +$218K +5,481 New
Bessemer Group
50
Bessemer Group
New Jersey
$215K – – –
1
2
3 4

SFST Hedge Fund Activity: Q4 2017 in Review

74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2017, worth a combined $213M — up 14% from $186M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFST positions and 4 closed out — a net gain of 7 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, adding an estimated $4.95M. The largest seller was Wellington Management Group, cutting an estimated $4.25M.

  • 74 institutional investors held Southern First Bancshares (SFST) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $213M of Southern First Bancshares stock for Q4 2017, up 14% quarter-over-quarter.
  • 11 funds opened new Southern First Bancshares positions in Q4 2017 and 4 closed out, a net change of +7 holders.
  • The largest Southern First Bancshares buyer in Q4 2017 was Elizabeth Park Capital Advisors, an estimated $4.95M added.
  • The largest Southern First Bancshares seller in Q4 2017 was Wellington Management Group, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2017.