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Southern First Bancshares

94 hedge funds and large institutions have $258M invested in Southern First Bancshares in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $216M → $258M (+$41.2M)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

1.61% more ownership

Funds ownership: 77.79%79.4% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 10194 (-7)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
33
Reduced
28
Closed
10
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.35M -$63.1K -1,576 -4%
GF
27
Gabelli Funds
New York
$1.31M +$12K +300 +0.9%
APG
28
Abacus Planning Group
South Carolina
$1.24M -$28.1K -703 -2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.21M -$1.7M -42,583 -58%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.06M +$490K +12,251 +84%
Barclays
31
Barclays
United Kingdom
$1.01M +$360 +9 +0%
GI
32
GAMCO Investors
Connecticut
$974K
TA
33
Teton Advisors
New York
$875K -$240K -6,000 -21%
Charles Schwab
34
Charles Schwab
California
$857K +$3.52K +88 +0.4%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$856K -$119K -2,973 -12%
N
36
Nuveen
North Carolina
$744K
Invesco
37
Invesco
Georgia
$699K +$8.48K +212 +1%
UBS Group
38
UBS Group
Switzerland
$637K +$423K +10,558 +193%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$626K +$18.5K +462 +3%
SSWM
40
Sheets Smith Wealth Management
North Carolina
$604K +$19.6K +490 +3%
EF
41
Empowered Funds
Pennsylvania
$600K +$27K +675 +5%
SO
42
STRS Ohio
Ohio
$541K -$104K -2,600 -16%
Citadel Advisors
43
Citadel Advisors
Florida
$524K -$367K -9,163 -41%
DLP
44
De Lisle Partners
United Kingdom
$503K
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$497K +$32.5K +813 +7%
NA
46
NewEdge Advisors
Louisiana
$495K
GGI
47
Godsey & Gibb Inc
Virginia
$487K
TI
48
Trexquant Investment
Connecticut
$419K -$144K -3,597 -25%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$374K +$36K +900 +11%
Bank of America
50
Bank of America
North Carolina
$362K +$98.2K +2,455 +37%

SFST Hedge Fund Activity: Q4 2024 in Review

94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2024, worth a combined $258M — up 19% from $216M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SFST and 4 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Rhino Investment Partners, adding an estimated $8.91M. The largest seller was Banc Funds Company, cutting an estimated $2.05M.

  • 94 institutional investors held Southern First Bancshares (SFST) as of Q4 2024, down from 101 in Q3 2024.
  • Funds reported $258M of Southern First Bancshares stock for Q4 2024, up 19% quarter-over-quarter.
  • 4 funds opened new Southern First Bancshares positions in Q4 2024 and 10 closed out, a net change of -6 holders.
  • The largest Southern First Bancshares buyer in Q4 2024 was Rhino Investment Partners, an estimated $8.91M added.
  • The largest Southern First Bancshares seller in Q4 2024 was Banc Funds Company, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2024.