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Southern First Bancshares
SFST

63 hedge funds and large institutions have $137M invested in Southern First Bancshares in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

1.17% less ownership

Funds ownership: 66.11% → 64.94% (-1.2%)

2% less funds holding

Funds holding: 64 → 63 (-1)

10% less capital invested

Capital invested by funds: $152M → $137M (-$14.7M)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
22
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$8.25M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.57M
3
CCM
Castine Capital Management
Massachusetts
+$1.47M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.27M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.07M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$1.98M
2
EC
EJF Capital
Virginia
-$1.32M
3
BCM
Bridgeway Capital Management
Texas
-$926K
4
CRC
Curi RMB Capital
Illinois
-$566K
5
Morgan Stanley
Morgan Stanley
New York
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$50K +$52.4K +1,533 New
Legal & General Group
52
Legal & General Group
United Kingdom
$30K -$854 -25 -3%
AIM
53
Anchor Investment Management
South Carolina
$23.7K +$24.8K +725 New
UBS Group
54
UBS Group
Switzerland
$20K -$53.5K -1,566 -72%
AIP
55
Ameritas Investment Partners
Nebraska
$15K +$15.3K +447 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
AIM
57
Acrospire Investment Management
Illinois
$3K -$132K -3,860 -98%
EA
58
Edge Advisors
Georgia
$3K +$3.42K +100 New
CFA
59
Carroll Financial Associates
North Carolina
$2K – – –
MAM
60
Meeder Asset Management
Ohio
$2K +$2.02K +59 New
Barclays
61
Barclays
United Kingdom
$1K -$2.56K -75 -69%
Federated Hermes
62
Federated Hermes
Pennsylvania
$1K +$1.37K +40 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$33 -$10.4K -303 -100%
First Trust Advisors
64
First Trust Advisors
Illinois
– -$229K -6,370 Closed
IAM
65
Integre Asset Management
New York
– -$222K -6,173 Closed
Russell Investments Group
66
Russell Investments Group
United Kingdom
– -$221K -6,135 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$4K -100 Closed
1 2
3

SFST Hedge Fund Activity: Q1 2017 in Review

63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q1 2017, worth a combined $137M — down 9.7% from $152M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SFST positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $8.25M. The largest seller was Basswood Capital Management, cutting an estimated $1.98M.

  • 63 institutional investors held Southern First Bancshares (SFST) as of Q1 2017, down from 64 in Q4 2016.
  • Funds reported $137M of Southern First Bancshares stock for Q1 2017, down 9.7% quarter-over-quarter.
  • 7 funds opened new Southern First Bancshares positions in Q1 2017 and 4 closed out, a net change of +3 holders.
  • The largest Southern First Bancshares buyer in Q1 2017 was BlackRock, an estimated $8.25M added.
  • The largest Southern First Bancshares seller in Q1 2017 was Basswood Capital Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.