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Southern First Bancshares
SFST

91 hedge funds and large institutions have $201M invested in Southern First Bancshares in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 92 → 91 (-1)

1.48% less ownership

Funds ownership: 79.09% → 77.61% (-1.5%)

15% less capital invested

Capital invested by funds: $237M → $201M (-$36.3M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

70% less call options, than puts

Call options by funds: $3K | Put options by funds: $10K

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
25
Reduced
32
Closed
10
Calls
$3K
Puts
$10K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
ECA
Endeavour Capital Advisors
Connecticut
+$2.15M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$862K
3
Invesco
Invesco
Georgia
+$720K
4
Ameriprise
Ameriprise
Minnesota
+$585K
5
CIC
Cornercap Investment Counsel
Georgia
+$572K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.13M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$1.48M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.47M
4
BlackRock
BlackRock
New York
-$1.18M
5
BFM
Boothbay Fund Management
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.08M +$720K +20,941 +162%
Goldman Sachs
27
Goldman Sachs
New York
$1.07M -$199K -5,791 -15%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.06M -$72.6K -2,112 -6%
APG
29
Abacus Planning Group
South Carolina
$1.01M -$962 -28 -0.1%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$944K -$21.2K -618 -2%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$873K -$7.01K -204 -0.7%
GF
32
Gabelli Funds
New York
$808K +$564K +16,400 +181%
GI
33
GAMCO Investors
Connecticut
$762K – – –
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$716K -$5.12K -149 -0.7%
Charles Schwab
35
Charles Schwab
California
$651K – – –
Barclays
36
Barclays
United Kingdom
$640K -$230K -6,684 -25%
N
37
Nuveen
North Carolina
$594K – – –
KCM
38
Kennedy Capital Management
Missouri
$543K – – –
CIC
39
Cornercap Investment Counsel
Georgia
$529K +$572K +16,645 New
Millennium Management
40
Millennium Management
New York
$520K +$563K +16,382 New
SO
41
STRS Ohio
Ohio
$495K -$20.6K -600 -4%
SSWM
42
Sheets Smith Wealth Management
North Carolina
$467K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$465K +$231K +6,727 +85%
EF
44
Empowered Funds
Pennsylvania
$408K +$30.1K +875 +7%
Citadel Advisors
45
Citadel Advisors
Florida
$395K +$427K +12,435 New
NA
46
NewEdge Advisors
Louisiana
$394K -$16.3K -475 -4%
QC
47
Quadrature Capital
United Kingdom
$394K +$427K +12,434 New
GGI
48
Godsey & Gibb Inc
Virginia
$389K -$20.6K -600 -5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$370K +$9.11K +265 +2%
GCP
50
GSA Capital Partners
United Kingdom
$348K -$315K -9,165 -46%
1
2
3 4 5

SFST Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q1 2024, worth a combined $201M — down 15% from $237M a quarter earlier.

Fund positioning in SFST was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 25 added to existing stakes and 32 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $2.15M. The largest seller was Morgan Stanley, cutting an estimated $2.13M.

  • 91 institutional investors held Southern First Bancshares (SFST) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $201M of Southern First Bancshares stock for Q1 2024, down 15% quarter-over-quarter.
  • 10 funds opened new Southern First Bancshares positions in Q1 2024 and 10 closed out, a net change of 0 holders.
  • The largest Southern First Bancshares buyer in Q1 2024 was Endeavour Capital Advisors, an estimated $2.15M added.
  • The largest Southern First Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2024.