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Southern First Bancshares

95 hedge funds and large institutions have $184M invested in Southern First Bancshares in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 9195 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 77.61%77.15% (-0.46%)

8% less capital invested

Capital invested by funds: $201M → $184M (-$17M)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
40
Reduced
21
Closed
8
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
76
Blue Trust Inc
Georgia
$21.9K
Legal & General Group
77
Legal & General Group
United Kingdom
$21.2K +$4.56K +166 +30%
AIP
78
Ameritas Investment Partners
Nebraska
$17.9K
BBHC
79
Brown Brothers Harriman & Co
New York
$17.8K
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$16.3K -$5.85K -213 -28%
RA
81
Rise Advisors
New York
$16.3K
OP
82
ORG Partners
Indiana
$9.64K +$9.11K +332 New
AB
83
Amalgamated Bank
New York
$8K
AIM
84
Anchor Investment Management
South Carolina
$6.37K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.45K +162 +377%
CWC
86
Carolinas Wealth Consulting
North Carolina
$3.45K
CFGS
87
Concourse Financial Group Securities
Alabama
$2.81K
EWA
88
EverSource Wealth Advisors
Alabama
$2.42K +$494 +18 +35%
Comerica Bank
89
Comerica Bank
Texas
$1.96K
GI
90
GAMMA Investing
California
$1.29K +$1.21K +44 New
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$439 -$329 -12 -44%
IAIM
92
International Assets Investment Management
Florida
$322 +$302 +11 New
SAM
93
Smartleaf Asset Management
Massachusetts
$308 +$302 +11 New
Osaic Holdings
94
Osaic Holdings
Arizona
$234 +$220 +8 New
AAP
95
Arax Advisory Partners
Colorado
$88 +$82 +3 New
KCM
96
Kennedy Capital Management
Missouri
-$543K -17,094 Closed
Millennium Management
97
Millennium Management
New York
-$520K -16,382 Closed
GCP
98
GSA Capital Partners
United Kingdom
-$348K -10,956 Closed
TI
99
Trexquant Investment
Connecticut
-$208K -6,534 Closed
Deutsche Bank
100
Deutsche Bank
Germany
-$178K -5,598 Closed

SFST Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q2 2024, worth a combined $184M — down 8.4% from $201M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SFST positions and 8 closed out — a net gain of 4 holders — while 40 added to existing stakes and 21 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $472K. The largest seller was SeaCrest Wealth Management, cutting an estimated $1.25M.

  • 95 institutional investors held Southern First Bancshares (SFST) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $184M of Southern First Bancshares stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 12 funds opened new Southern First Bancshares positions in Q2 2024 and 8 closed out, a net change of +4 holders.
  • The largest Southern First Bancshares buyer in Q2 2024 was Bridgeway Capital Management, an estimated $472K added.
  • The largest Southern First Bancshares seller in Q2 2024 was SeaCrest Wealth Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2024.