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Southern First Bancshares

75 hedge funds and large institutions have $228M invested in Southern First Bancshares in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 7375 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 70.56%69.83% (-0.73%)

2% less capital invested

Capital invested by funds: $231M → $228M (-$3.61M)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
33
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$304K +$64.1K +1,379 +25%
SCM
52
Southport Capital Management
Tennessee
$269K -$23.2K -500 -8%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$220K
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$214K -$8.93K -192 -4%
CTA
55
Colonial Trust Advisors
South Carolina
$200K +$211K +4,530 New
AIG
56
American International Group
New York
$198K +$11.6K +249 +6%
JP Morgan Chase
57
JP Morgan Chase
New York
$172K +$119K +2,563 +193%
MIM
58
MetLife Investment Management
New Jersey
$151K
PAM
59
Panagora Asset Management
Massachusetts
$138K -$222K -4,774 -60%
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$107K
UBS Group
61
UBS Group
Switzerland
$87K +$34.5K +741 +60%
Citigroup
62
Citigroup
New York
$57K -$5.44K -117 -8%
BBHC
63
Brown Brothers Harriman & Co
New York
$49K
Legal & General Group
64
Legal & General Group
United Kingdom
$49K +$558 +12 +1%
AIM
65
Anchor Investment Management
South Carolina
$44.2K +$12.8K +275 +38%
Bessemer Group
66
Bessemer Group
New Jersey
$44K -$41.8K -900 -47%
MAM
67
Meeder Asset Management
Ohio
$42.9K +$26.8K +577 +147%
Barclays
68
Barclays
United Kingdom
$22K -$40.5K -872 -63%
AIP
69
Ameritas Investment Partners
Nebraska
$20K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$12K
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$10.3K -$54K -1,161 -83%
RQS
72
Ramsey Quantitative Systems
Kentucky
$9K +$9.76K +210 New
PIA
73
Piedmont Investment Advisors
North Carolina
$5K +$5.53K +119 New
EA
74
Edge Advisors
Georgia
$4K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$2K +$2.28K +49 New

SFST Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q2 2018, worth a combined $228M — down 1.6% from $231M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SFST positions and 5 closed out — a net gain of 2 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.77M. The largest seller was Wellington Management Group, cutting an estimated $7.99M.

  • 75 institutional investors held Southern First Bancshares (SFST) as of Q2 2018, up from 73 in Q1 2018.
  • Funds reported $228M of Southern First Bancshares stock for Q2 2018, down 1.6% quarter-over-quarter.
  • 7 funds opened new Southern First Bancshares positions in Q2 2018 and 5 closed out, a net change of +2 holders.
  • The largest Southern First Bancshares buyer in Q2 2018 was Vanguard Group, an estimated $6.77M added.
  • The largest Southern First Bancshares seller in Q2 2018 was Wellington Management Group, an estimated $7.99M sold.

Based on aggregated 13F filings for Q2 2018.