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Southern First Bancshares
SFST

87 hedge funds and large institutions have $169M invested in Southern First Bancshares in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $157M → $169M (+$11.6M)

6% more funds holding

Funds holding: 82 → 87 (+5)

1.35% less ownership

Funds ownership: 78.96% → 77.61% (-1.4%)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
32
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFM
Boothbay Fund Management
New York
+$1.67M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$834K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$613K
4
PFO
PMC FIG Opportunities
Israel
+$569K
5
GCP
GSA Capital Partners
United Kingdom
+$536K

Top Sellers

1
WCM
Wedge Capital Management
North Carolina
-$2.06M
2
TA
Teton Advisors
New York
-$944K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$890K
4
BlackRock
BlackRock
New York
-$675K
5
EC
EJF Capital
Virginia
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$1.07M – – –
BCM
27
Bridgeway Capital Management
Texas
$1.03M +$21.9K +790 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$969K +$7.36K +265 +0.7%
APG
29
Abacus Planning Group
South Carolina
$886K – – –
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$875K +$613K +22,070 +212%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$809K +$834K +30,024 New
PFO
32
PMC FIG Opportunities
Israel
$741K +$569K +20,500 +293%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$730K -$253K -9,119 -25%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$689K -$890K -32,036 -56%
GI
35
GAMCO Investors
Connecticut
$649K -$8.47K -305 -1%
Charles Schwab
36
Charles Schwab
California
$553K – – –
GCP
37
GSA Capital Partners
United Kingdom
$520K +$536K +19,304 New
Barclays
38
Barclays
United Kingdom
$516K +$13.8K +496 +3%
SO
39
STRS Ohio
Ohio
$514K +$25K +900 +5%
LFCM
40
Long Focus Capital Management
Puerto Rico
$488K – – –
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$469K -$63.9K -2,300 -12%
SSWM
42
Sheets Smith Wealth Management
North Carolina
$411K +$11K +397 +3%
NA
43
NewEdge Advisors
Louisiana
$371K – – –
N
44
Nuveen
North Carolina
$368K – – –
GGI
45
Godsey & Gibb Inc
Virginia
$360K -$6.39K -230 -2%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$353K -$344K -12,400 -49%
Bank of America
47
Bank of America
North Carolina
$346K +$66K +2,378 +23%
Invesco
48
Invesco
Georgia
$325K +$2.67K +96 +0.8%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$314K +$250 +9 +0.1%
EF
50
Empowered Funds
Pennsylvania
$297K +$21.9K +790 +8%
1
2
3 4

SFST Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q3 2023, worth a combined $169M — up 7.4% from $157M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SFST positions and 3 closed out — a net gain of 6 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $1.67M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $2.06M sold.

  • 87 institutional investors held Southern First Bancshares (SFST) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $169M of Southern First Bancshares stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 9 funds opened new Southern First Bancshares positions in Q3 2023 and 3 closed out, a net change of +6 holders.
  • The largest Southern First Bancshares buyer in Q3 2023 was Boothbay Fund Management, an estimated $1.67M added.
  • The largest Southern First Bancshares seller in Q3 2023 was Wedge Capital Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q3 2023.