We are live on ! Find out more
SFST icon

Southern First Bancshares
SFST

87 hedge funds and large institutions have $169M invested in Southern First Bancshares in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $157M → $169M (+$11.6M)

6% more funds holding

Funds holding: 82 → 87 (+5)

1.35% less ownership

Funds ownership: 78.96% → 77.61% (-1.4%)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
32
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFM
Boothbay Fund Management
New York
+$1.67M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$834K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$613K
4
PFO
PMC FIG Opportunities
Israel
+$569K
5
GCP
GSA Capital Partners
United Kingdom
+$536K

Top Sellers

1
WCM
Wedge Capital Management
North Carolina
-$2.06M
2
TA
Teton Advisors
New York
-$944K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$890K
4
BlackRock
BlackRock
New York
-$675K
5
EC
EJF Capital
Virginia
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
51
ELCO Management
New York
$207K +$214K +7,699 New
Deutsche Bank
52
Deutsche Bank
Germany
$175K +$51.9K +1,868 +41%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$159K – – –
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$142K +$56 +2 +0%
JP Morgan Chase
55
JP Morgan Chase
New York
$140K -$403K -14,510 -74%
CTA
56
Colonial Trust Advisors
South Carolina
$123K -$13.9K -500 -10%
UBS Group
57
UBS Group
Switzerland
$122K -$2.94K -106 -2%
Wells Fargo
58
Wells Fargo
California
$108K +$29.9K +1,077 +37%
AIG
59
American International Group
New York
$103K +$3.78K +136 +4%
MIM
60
MetLife Investment Management
New Jersey
$101K – – –
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$97K – – –
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$88.3K +$32.5K +1,170 +55%
S
63
SignatureFD
Georgia
$51.3K – – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$45.6K -$23.9K -860 -34%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$39K -$278 -10 -0.7%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$30.4K -$805 -29 -3%
JPWM
67
Jamison Private Wealth Management
Georgia
$28.9K +$29.8K +1,073 New
AIM
68
Anchor Investment Management
South Carolina
$26.9K – – –
SC
69
SouthState Corp
Florida
$21.7K – – –
FCA
70
FinTrust Capital Advisors
South Carolina
$21K – – –
AB
71
Amalgamated Bank
New York
$21K – – –
Legal & General Group
72
Legal & General Group
United Kingdom
$19.8K – – –
BTI
73
Blue Trust Inc
Georgia
$17K +$7K +252 +58%
AIP
74
Ameritas Investment Partners
Nebraska
$16.5K – – –
BBHC
75
Brown Brothers Harriman & Co
New York
$16.4K – – –
1 2
3
4

SFST Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q3 2023, worth a combined $169M — up 7.4% from $157M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SFST positions and 3 closed out — a net gain of 6 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $1.67M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $2.06M sold.

  • 87 institutional investors held Southern First Bancshares (SFST) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $169M of Southern First Bancshares stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 9 funds opened new Southern First Bancshares positions in Q3 2023 and 3 closed out, a net change of +6 holders.
  • The largest Southern First Bancshares buyer in Q3 2023 was Boothbay Fund Management, an estimated $1.67M added.
  • The largest Southern First Bancshares seller in Q3 2023 was Wedge Capital Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q3 2023.