Southern First Bancshares
SFST
91 hedge funds and large institutions have $201M invested in Southern First Bancshares in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
1% less funds holding
Funds holding: 92 → 91 (-1)
1.48% less ownership
Funds ownership: 79.09% → 77.61% (-1.5%)
15% less capital invested
Capital invested by funds: $237M → $201M (-$36.3M)
22% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 32
70% less call options, than puts
Call options by funds: $3K | Put options by funds: $10K
Top Buyers
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$2.15M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$862K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$720K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$585K |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$572K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$2.13M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$1.48M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.47M |
| 4 |
BlackRock
New York
|
-$1.18M |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Osaic Holdings
Scottsdale,
Arizona
| – | -$333 | -9 | Closed |
|
SFST Hedge Fund Activity: Q1 2024 in Review
91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q1 2024, worth a combined $201M — down 15% from $237M a quarter earlier.
Fund positioning in SFST was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 25 added to existing stakes and 32 trimmed.
The largest buyer was Endeavour Capital Advisors, adding an estimated $2.15M. The largest seller was Morgan Stanley, cutting an estimated $2.13M.
- 91 institutional investors held Southern First Bancshares (SFST) as of Q1 2024, down from 92 in Q4 2023.
- Funds reported $201M of Southern First Bancshares stock for Q1 2024, down 15% quarter-over-quarter.
- 10 funds opened new Southern First Bancshares positions in Q1 2024 and 10 closed out, a net change of 0 holders.
- The largest Southern First Bancshares buyer in Q1 2024 was Endeavour Capital Advisors, an estimated $2.15M added.
- The largest Southern First Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $2.13M sold.
Based on aggregated 13F filings for Q1 2024.