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Southern First Bancshares

102 hedge funds and large institutions have $371M invested in Southern First Bancshares in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $334M → $371M (+$37.2M)

10% more funds holding

Funds holding: 93102 (+9)

1.21% more ownership

Funds ownership: 79.03%80.24% (+1.2%)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
28
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.8M -$5.29M -89,950 -12%
FCM
2
FJ Capital Management
Virginia
$37.5M +$1.47M +25,000 +4%
BlackRock
3
BlackRock
New York
$32.3M +$4.91M +83,480 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.5M -$1.35M -23,013 -6%
BFC
5
Banc Funds Company
Illinois
$21.8M -$2.62M -44,534 -11%
ECA
6
Endeavour Capital Advisors
Connecticut
$19.7M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17.9M -$169K -2,873 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$15.5M -$1.29M -21,879 -8%
Ameriprise
9
Ameriprise
Minnesota
$12M -$336K -5,712 -3%
EC
10
EJF Capital
Virginia
$10.8M +$1.37M +23,298 +16%
SCA
11
Stieven Capital Advisors
Missouri
$10.5M -$29.4K -500 -0.3%
WCM
12
Wedge Capital Management
North Carolina
$10.2M -$763K -12,981 -7%
State Street
13
State Street
Massachusetts
$9.66M +$93.4K +1,588 +1%
AllianceBernstein
14
AllianceBernstein
Tennessee
$9.38M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$7.8M -$7.41K -126 -0.1%
ROC
16
River Oaks Capital
Minnesota
$7.63M +$7.18M +122,100 New
SWM
17
SeaCrest Wealth Management
New York
$6.64M
Renaissance Technologies
18
Renaissance Technologies
New York
$6.06M -$694K -11,800 -11%
Northern Trust
19
Northern Trust
Illinois
$4.81M -$95.8K -1,630 -2%
MPAM
20
Monarch Partners Asset Management
Massachusetts
$4.76M +$381K +6,473 +9%
TA
21
Teton Advisors
New York
$4.13M +$58.8K +1,000 +2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$3.85M -$12.8K -217 -0.4%
PI
23
Putnam Investments
Massachusetts
$3.72M +$23.5K +400 +0.7%
UIC
24
Uniplan Investment Counsel
Wisconsin
$3.46M -$27.9K -474 -0.8%
RA
25
Royce & Associates
New York
$3.13M -$739K -12,566 -20%

SFST Hedge Fund Activity: Q4 2021 in Review

102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2021, worth a combined $371M — up 11% from $334M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SFST positions and 5 closed out — a net gain of 9 holders — while 28 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $4.91M. The largest seller was T. Rowe Price Associates, cutting an estimated $5.29M.

  • 102 institutional investors held Southern First Bancshares (SFST) as of Q4 2021, up from 93 in Q3 2021.
  • Funds reported $371M of Southern First Bancshares stock for Q4 2021, up 11% quarter-over-quarter.
  • 14 funds opened new Southern First Bancshares positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest Southern First Bancshares buyer in Q4 2021 was BlackRock, an estimated $4.91M added.
  • The largest Southern First Bancshares seller in Q4 2021 was T. Rowe Price Associates, an estimated $5.29M sold.

Based on aggregated 13F filings for Q4 2021.