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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
TRCT
76
Tower Research Capital (TRC)
New York
$15.8K -$389 -14 -2%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$12.8K – – –
CWC
78
Carolinas Wealth Consulting
North Carolina
$3.19K – – –
CFGS
79
Concourse Financial Group Securities
Alabama
$2.59K – – –
Simplex Trading
80
Simplex Trading
Illinois
$2K +$2.72K +98 New
Comerica Bank
81
Comerica Bank
Texas
$1.8K +$1.86K +67 New
EWA
82
EverSource Wealth Advisors
Alabama
$1.4K +$1.44K +52 New
C
83
Covestor
United Kingdom
$1K +$222 +8 +19%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.14K +41 New
Osaic Holdings
85
Osaic Holdings
Arizona
$242 -$118K -4,243 -100%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$135 – – –
Citigroup
87
Citigroup
New York
$108 -$63.3K -2,281 -100%
WCM
88
Wedge Capital Management
North Carolina
– -$2.06M -83,231 Closed
EC
89
EJF Capital
Virginia
– -$578K -23,341 Closed
Two Sigma Investments
90
Two Sigma Investments
New York
– -$403K -16,267 Closed
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.