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Southern First Bancshares
SFST

82 hedge funds and large institutions have $236M invested in Southern First Bancshares in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

1% more funds holding

Funds holding: 81 → 82 (+1)

5% more capital invested

Capital invested by funds: $225M → $236M (+$10.9M)

1.79% less ownership

Funds ownership: 74.68% → 72.89% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
37
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPM
Bowling Portfolio Management
Ohio
+$824K
2
JP Morgan Chase
JP Morgan Chase
New York
+$449K
3
Renaissance Technologies
Renaissance Technologies
New York
+$446K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$428K
5
State Street
State Street
Massachusetts
+$422K

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$1.94M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$466K
3
PAM
Panagora Asset Management
Massachusetts
-$398K
4
NNP
Nachman Norwood & Parrott
South Carolina
-$397K
5
BCM
Bridgeway Capital Management
Texas
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$1.44M -$16.4K -393 -1%
PI
27
Putnam Investments
Massachusetts
$1.3M – – –
Bank of America
28
Bank of America
North Carolina
$1.26M -$61.6K -1,479 -5%
APG
29
Abacus Planning Group
South Carolina
$1.26M +$299K +7,180 +32%
Goldman Sachs
30
Goldman Sachs
New York
$1.18M +$145K +3,488 +14%
N
31
Nuveen
North Carolina
$1.15M – – –
Russell Investments Group
32
Russell Investments Group
United Kingdom
$971K +$95K +2,280 +11%
First Trust Advisors
33
First Trust Advisors
Illinois
$843K -$13.7K -330 -2%
BPM
34
Bowling Portfolio Management
Ohio
$840K +$824K +19,771 New
OAM
35
Oxford Asset Management
United Kingdom
$837K +$23.3K +559 +3%
Bessemer Group
36
Bessemer Group
New Jersey
$815K +$70.5K +1,692 +10%
JP Morgan Chase
37
JP Morgan Chase
New York
$808K +$449K +10,768 +131%
Morgan Stanley
38
Morgan Stanley
New York
$802K +$365K +8,757 +87%
GGI
39
Godsey & Gibb Inc
Virginia
$723K -$57.2K -1,372 -7%
Charles Schwab
40
Charles Schwab
California
$715K – – –
GC
41
Globeflex Capital
California
$707K +$211K +5,066 +44%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$693K +$321K +7,707 +90%
BCM
43
Bridgeway Capital Management
Texas
$642K -$304K -7,300 -33%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$624K +$29.2K +700 +5%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$607K -$25.3K -607 -4%
PAM
46
Panagora Asset Management
Massachusetts
$547K -$398K -9,542 -43%
Wells Fargo
47
Wells Fargo
California
$518K +$4.87K +117 +1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$467K +$2.21K +53 +0.5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$466K +$128K +3,069 +39%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$456K – – –
1
2
3 4

SFST Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2019, worth a combined $236M — up 4.9% from $225M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SFST positions and 2 closed out — a net gain of 2 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Bowling Portfolio Management, opening a new position worth an estimated $824K. The largest seller was Mendon Capital Advisors, cutting an estimated $1.94M.

  • 82 institutional investors held Southern First Bancshares (SFST) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $236M of Southern First Bancshares stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 4 funds opened new Southern First Bancshares positions in Q4 2019 and 2 closed out, a net change of +2 holders.
  • The largest Southern First Bancshares buyer in Q4 2019 was Bowling Portfolio Management, an estimated $824K added.
  • The largest Southern First Bancshares seller in Q4 2019 was Mendon Capital Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2019.