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Southern First Bancshares
SFST

64 hedge funds and large institutions have $152M invested in Southern First Bancshares in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

66.11% more ownership

Funds ownership: 0% → 66.11% (+66%)

37% more capital invested

Capital invested by funds: $111M → $152M (+$41.1M)

19% more funds holding

Funds holding: 54 → 64 (+10)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
19
Reduced
20
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$982K
2
EI
EAM Investors
California
+$548K
3
Morgan Stanley
Morgan Stanley
New York
+$470K
4
MAM
Martingale Asset Management
Massachusetts
+$295K
5
JP Morgan Chase
JP Morgan Chase
New York
+$262K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$2.54M
2
EC
EJF Capital
Virginia
-$551K
3
BFC
Banc Funds Company
Illinois
-$244K
4
EPCA
Elizabeth Park Capital Advisors
Ohio
-$238K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$115K +$60K +1,992 +166%
Bank of America
52
Bank of America
North Carolina
$102K +$15.6K +517 +22%
PAM
53
Panagora Asset Management
Massachusetts
$93K +$78.3K +2,597 New
UBS Group
54
UBS Group
Switzerland
$78K +$50.5K +1,675 +338%
BA
55
BlackRock Advisors
Delaware
$76K +$1.66K +55 +3%
BBHC
56
Brown Brothers Harriman & Co
New York
$69K -$4.52K -150 -7%
SO
57
STRS Ohio
Ohio
$64K – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$34K +$28.2K +935 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$10.9K -$783 -26 -8%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$10K +$8.02K +266 New
BlackRock
61
BlackRock
New York
$9K – – –
Barclays
62
Barclays
United Kingdom
$4K +$1.05K +35 +48%
TRCT
63
Tower Research Capital (TRC)
New York
$4K +$3.01K +100 New
CFA
64
Carroll Financial Associates
North Carolina
$2K – – –
Fuller & Thaler Asset Management
65
Fuller & Thaler Asset Management
California
– -$14K -500 Closed
1 2
3

SFST Hedge Fund Activity: Q4 2016 in Review

64 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2016, worth a combined $152M — up 37% from $111M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SFST positions and 1 closed out — a net gain of 11 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $982K. The largest seller was Curi RMB Capital, cutting an estimated $2.54M.

  • 64 institutional investors held Southern First Bancshares (SFST) as of Q4 2016, up from 54 in Q3 2016.
  • Funds reported $152M of Southern First Bancshares stock for Q4 2016, up 37% quarter-over-quarter.
  • 12 funds opened new Southern First Bancshares positions in Q4 2016 and 1 closed out, a net change of +11 holders.
  • The largest Southern First Bancshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $982K added.
  • The largest Southern First Bancshares seller in Q4 2016 was Curi RMB Capital, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2016.