Southern First Bancshares
SFST
82 hedge funds and large institutions have $236M invested in Southern First Bancshares in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
85% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 20
1% more funds holding
Funds holding: 81 → 82 (+1)
5% more capital invested
Capital invested by funds: $225M → $236M (+$10.9M)
1.79% less ownership
Funds ownership: 74.68% → 72.89% (-1.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
+$824K |
| 2 |
JP Morgan Chase
New York
|
+$449K |
| 3 |
Renaissance Technologies
New York
|
+$446K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$428K |
| 5 |
State Street
Boston,
Massachusetts
|
+$422K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
76
Ameritas Investment Partners
Lincoln,
Nebraska
| $26K | +$6.92K | +166 | +37% |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $24K | – | – | – |
|
|
BCA
78
Berman Capital Advisors
Atlanta,
Georgia
| $12K | – | – | – |
|
|
FCA
79
FinTrust Capital Advisors
Greenville,
South Carolina
| $12K | – | – | – |
|
80
Lazard Asset Management
New York
| $7K | – | – | – |
|
81
Federated Hermes
Pittsburgh,
Pennsylvania
| $7K | +$1K | +24 | +18% |
|
|
CAW
82
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $5K | – | – | – |
|
|
AG
83
Advisor Group
Phoenix,
Arizona
| – | -$10K | -250 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$8K | -204 | Closed |
|
SFST Hedge Fund Activity: Q4 2019 in Review
82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2019, worth a combined $236M — up 4.9% from $225M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SFST positions and 2 closed out — a net gain of 2 holders — while 37 added to existing stakes and 20 trimmed.
The largest buyer was Bowling Portfolio Management, opening a new position worth an estimated $824K. The largest seller was Mendon Capital Advisors, cutting an estimated $1.94M.
- 82 institutional investors held Southern First Bancshares (SFST) as of Q4 2019, up from 81 in Q3 2019.
- Funds reported $236M of Southern First Bancshares stock for Q4 2019, up 4.9% quarter-over-quarter.
- 4 funds opened new Southern First Bancshares positions in Q4 2019 and 2 closed out, a net change of +2 holders.
- The largest Southern First Bancshares buyer in Q4 2019 was Bowling Portfolio Management, an estimated $824K added.
- The largest Southern First Bancshares seller in Q4 2019 was Mendon Capital Advisors, an estimated $1.94M sold.
Based on aggregated 13F filings for Q4 2019.