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Southern First Bancshares

90 hedge funds and large institutions have $192M invested in Southern First Bancshares in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-10
Holders Change %
-10%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
30
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$20K
AIP
77
Ameritas Investment Partners
Nebraska
$18.8K
BBHC
78
Brown Brothers Harriman & Co
New York
$18.7K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$17.4K +$11K +358 +172%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$14.6K
ASN
81
Advisory Services Network
Georgia
$13.4K
TRCT
82
Tower Research Capital (TRC)
New York
$11K -$4.57K -145 -29%
RTC
83
Riverview Trust Company
Washington
$10.5K +$10.5K +343 New
CWC
84
Carolinas Wealth Consulting
North Carolina
$3.62K
CFGS
85
Concourse Financial Group Securities
Alabama
$2.95K
CT
86
Colonial Trust
South Carolina
$1.69K
IAIM
87
International Assets Investment Management
Florida
$338 +$338 +11 New
Citigroup
88
Citigroup
New York
$61 -$1.56K -51 -96%
SC
89
Sonen Capital
California
-$595K -13,000 Closed
FVWA
90
Foster Victor Wealth Advisors
South Carolina
-$291K -6,536 Closed
First Trust Advisors
91
First Trust Advisors
Illinois
-$299K -6,526 Closed
SM
92
Salzhauer Michael
-$259K -5,660 Closed
PAMG
93
Patton Albertson Miller Group
Tennessee
-$258K -5,637 Closed
WWM
94
Wagner Wealth Management
South Carolina
-$258K -5,631 Closed
MAM
95
Martingale Asset Management
Massachusetts
-$231K -5,053 Closed
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
-$217K -4,746 Closed
SG Americas Securities
97
SG Americas Securities
New York
-$137K -3,002 Closed
TWA
98
TCI Wealth Advisors
Arizona
-$8.65K -189 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
-$3K -76 Closed
Allspring Global Investments
100
Allspring Global Investments
North Carolina
-$1.42K -31 Closed