We are live on ! Find out more
SFST icon

Southern First Bancshares

22 hedge funds and large institutions have $17.5M invested in Southern First Bancshares in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

38% more funds holding

Funds holding: 1622 (+6)

15% more capital invested

Capital invested by funds: $15.2M → $17.5M (+$2.28M)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$5.22M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.75M +$1.69M +127,817 +56%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.47M
SWITC
4
Stewart West Indies Trading Company
Colorado
$1.23M
RJA
5
Raymond James & Associates
Florida
$667K +$159K +12,000 +31%
PH
6
Pinnacle Holdings
Oklahoma
$607K +$241K +18,210 +66%
MCA
7
Mendon Capital Advisors
Florida
$567K
BCM
8
Bridgeway Capital Management
Texas
$398K +$397K +30,000 New
BCM
9
Basswood Capital Management
New York
$322K -$726K -54,808 -69%
EVC
10
Eidelman Virant Capital
Missouri
$269K
Vanguard Group
11
Vanguard Group
Pennsylvania
$262K +$26.5K +2,000 +11%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$179K +$179K +13,502 New
BIG
13
Blackthorn Investment Group
Kansas
$178K +$177K +13,390 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$124K -$3.19K -241 -3%
US Bancorp
15
US Bancorp
Minnesota
$85K +$84.8K +6,400 New
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$57K
U
17
UBS
Switzerland
$27K +$7.48K +565 +39%
TRCT
18
Tower Research Capital (TRC)
New York
$21K +$17.1K +1,289 +428%
Credit Agricole
19
Credit Agricole
France
$13K +$13.1K +989 New
Morgan Stanley
20
Morgan Stanley
New York
$5K +$4.9K +370 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.06K +$5.56K +420 +0.3%
SF
22
Synovus Financial
Georgia
-$29K -2,195 Closed
Bank of America
23
Bank of America
North Carolina
+$172 +13 New

SFST Hedge Fund Activity: Q4 2013 in Review

22 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2013, worth a combined $17.5M — up 15% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SFST positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.69M. The largest seller was Basswood Capital Management, cutting an estimated $726K.

  • 22 institutional investors held Southern First Bancshares (SFST) as of Q4 2013, up from 16 in Q3 2013.
  • Funds reported $17.5M of Southern First Bancshares stock for Q4 2013, up 15% quarter-over-quarter.
  • 7 funds opened new Southern First Bancshares positions in Q4 2013 and 1 closed out, a net change of +6 holders.
  • The largest Southern First Bancshares buyer in Q4 2013 was Wellington Management Group, an estimated $1.69M added.
  • The largest Southern First Bancshares seller in Q4 2013 was Basswood Capital Management, an estimated $726K sold.

Based on aggregated 13F filings for Q4 2013.