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Southern First Bancshares
SFST

82 hedge funds and large institutions have $236M invested in Southern First Bancshares in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

1% more funds holding

Funds holding: 81 → 82 (+1)

5% more capital invested

Capital invested by funds: $225M → $236M (+$10.9M)

1.79% less ownership

Funds ownership: 74.68% → 72.89% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
37
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPM
Bowling Portfolio Management
Ohio
+$824K
2
JP Morgan Chase
JP Morgan Chase
New York
+$449K
3
Renaissance Technologies
Renaissance Technologies
New York
+$446K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$428K
5
State Street
State Street
Massachusetts
+$422K

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$1.94M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$466K
3
PAM
Panagora Asset Management
Massachusetts
-$398K
4
NNP
Nachman Norwood & Parrott
South Carolina
-$397K
5
BCM
Bridgeway Capital Management
Texas
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$31.4M – – –
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.6M +$116K +2,776 +0.5%
BlackRock
3
BlackRock
New York
$17.3M -$178K -4,266 -1%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M -$466K -11,189 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$16.6M +$428K +10,272 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.8M -$143K -3,424 -0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$12.4M -$77.2K -1,854 -0.6%
CCM
8
Castine Capital Management
Massachusetts
$10.7M +$82.7K +1,986 +0.8%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.11M +$446K +10,699 +7%
EPCA
10
Elizabeth Park Capital Advisors
Ohio
$7.11M – – –
WCM
11
Wedge Capital Management
North Carolina
$5.84M -$97.6K -2,342 -2%
State Street
12
State Street
Massachusetts
$5.4M +$422K +10,138 +9%
EC
13
EJF Capital
Virginia
$4.91M +$46.4K +1,115 +1%
SWM
14
SeaCrest Wealth Management
New York
$4.68M +$306K +7,350 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.41M +$134K +3,210 +3%
MCA
16
Mendon Capital Advisors
Florida
$4.25M -$1.94M -46,504 -32%
Northern Trust
17
Northern Trust
Illinois
$3.75M +$109K +2,612 +3%
PCM
18
Penn Capital Management
Pennsylvania
$3.27M +$69.3K +1,663 +2%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.02M – – –
AllianceBernstein
20
AllianceBernstein
Tennessee
$2.98M -$8.33K -200 -0.3%
NNP
21
Nachman Norwood & Parrott
South Carolina
$2.65M -$397K -9,539 -13%
TA
22
Teton Advisors
New York
$2.23M -$167K -4,000 -7%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.06M +$259K +6,224 +15%
MAM
24
Martingale Asset Management
Massachusetts
$1.94M +$75K +1,800 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.45M +$52.8K +1,267 +4%
1
2 3 4

SFST Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2019, worth a combined $236M — up 4.9% from $225M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SFST positions and 2 closed out — a net gain of 2 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Bowling Portfolio Management, opening a new position worth an estimated $824K. The largest seller was Mendon Capital Advisors, cutting an estimated $1.94M.

  • 82 institutional investors held Southern First Bancshares (SFST) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $236M of Southern First Bancshares stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 4 funds opened new Southern First Bancshares positions in Q4 2019 and 2 closed out, a net change of +2 holders.
  • The largest Southern First Bancshares buyer in Q4 2019 was Bowling Portfolio Management, an estimated $824K added.
  • The largest Southern First Bancshares seller in Q4 2019 was Mendon Capital Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2019.