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Southern First Bancshares
SFST

75 hedge funds and large institutions have $140M invested in Southern First Bancshares in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.33% less ownership

Funds ownership: 74.9% → 74.57% (-0.33%)

3% less funds holding

Funds holding: 77 → 75 (-2)

13% less capital invested

Capital invested by funds: $160M → $140M (-$20.2M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$2.81M
2
ECA
Endeavour Capital Advisors
Connecticut
+$2.24M
3
Ameriprise
Ameriprise
Minnesota
+$1.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.15M
5
VFP
Verus Financial Partners
Virginia
+$757K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.52M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
-$1.55M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.29M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$618K
5
MAM
Martingale Asset Management
Massachusetts
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$888K -$18.6K -735 -2%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$823K +$336K +13,265 +64%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$813K +$367K +14,504 +76%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$771K +$246K +9,699 +44%
Bank of America
30
Bank of America
North Carolina
$741K +$60.6K +2,392 +8%
APG
31
Abacus Planning Group
South Carolina
$722K – – –
VFP
32
Verus Financial Partners
Virginia
$722K +$757K +29,883 New
N
33
Nuveen
North Carolina
$692K +$40.6K +1,602 +6%
Goldman Sachs
34
Goldman Sachs
New York
$576K +$84.5K +3,335 +16%
MCA
35
Mendon Capital Advisors
Florida
$507K +$532K +21,000 New
EM
36
ELCO Management
New York
$487K +$511K +20,171 New
MAM
37
Martingale Asset Management
Massachusetts
$464K -$517K -20,396 -51%
PAM
38
Panagora Asset Management
Massachusetts
$463K -$409K -16,139 -46%
Wells Fargo
39
Wells Fargo
California
$443K -$34K -1,343 -7%
Charles Schwab
40
Charles Schwab
California
$405K -$20K -788 -4%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$403K +$17.7K +700 +4%
GGI
42
Godsey & Gibb Inc
Virginia
$396K – – –
Morgan Stanley
43
Morgan Stanley
New York
$372K +$173K +6,844 +80%
SSWM
44
Sheets Smith Wealth Management
North Carolina
$365K – – –
Barclays
45
Barclays
United Kingdom
$345K +$174K +6,854 +92%
GCA
46
Greenwood Capital Associates
South Carolina
$298K +$312K +12,333 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$281K +$132K +5,230 +82%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$262K – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$254K -$39K -1,540 -13%
GI
50
GAMCO Investors
Connecticut
$242K – – –
1
2
3 4

SFST Hedge Fund Activity: Q3 2020 in Review

75 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q3 2020, worth a combined $140M — down 13% from $160M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SFST and 8 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 26 added.

The largest buyer was EJF Capital, adding an estimated $2.81M. The largest seller was Banc Funds Company, cutting an estimated $2.52M.

  • 75 institutional investors held Southern First Bancshares (SFST) as of Q3 2020, down from 77 in Q2 2020.
  • Funds reported $140M of Southern First Bancshares stock for Q3 2020, down 13% quarter-over-quarter.
  • 8 funds opened new Southern First Bancshares positions in Q3 2020 and 10 closed out, a net change of -2 holders.
  • The largest Southern First Bancshares buyer in Q3 2020 was EJF Capital, an estimated $2.81M added.
  • The largest Southern First Bancshares seller in Q3 2020 was Banc Funds Company, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2020.