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Southern First Bancshares
SFST

87 hedge funds and large institutions have $169M invested in Southern First Bancshares in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $157M → $169M (+$11.6M)

6% more funds holding

Funds holding: 82 → 87 (+5)

1.35% less ownership

Funds ownership: 78.96% → 77.61% (-1.4%)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
32
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFM
Boothbay Fund Management
New York
+$1.67M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$834K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$613K
4
PFO
PMC FIG Opportunities
Israel
+$569K
5
GCP
GSA Capital Partners
United Kingdom
+$536K

Top Sellers

1
WCM
Wedge Capital Management
North Carolina
-$2.06M
2
TA
Teton Advisors
New York
-$944K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$890K
4
BlackRock
BlackRock
New York
-$675K
5
EC
EJF Capital
Virginia
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$21.5M +$23K +828 +0.1%
FCM
2
FJ Capital Management
Virginia
$21.3M – – –
BlackRock
3
BlackRock
New York
$20.3M -$675K -24,315 -3%
ECA
4
Endeavour Capital Advisors
Connecticut
$12.4M +$20.9K +752 +0.2%
BFC
5
Banc Funds Company
Illinois
$11.3M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.6M +$22.5K +809 +0.2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.52M -$434K -15,624 -5%
Ameriprise
8
Ameriprise
Minnesota
$6.82M -$14.5K -521 -0.2%
State Street
9
State Street
Massachusetts
$4.5M +$181K +6,528 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.04M +$89.1K +3,210 +2%
SWM
11
SeaCrest Wealth Management
New York
$3.71M +$28.6K +1,030 +0.8%
AllianceBernstein
12
AllianceBernstein
Tennessee
$3.61M +$63.3K +2,280 +2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$3.2M +$147K +5,300 +5%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$2.77M +$87.8K +3,160 +3%
ROC
15
River Oaks Capital
Minnesota
$2.56M -$30.6K -1,101 -1%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.19M +$33.3K +1,200 +1%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$2.02M -$6.08K -219 -0.3%
Northern Trust
18
Northern Trust
Illinois
$1.99M +$17.8K +640 +0.9%
American Century Companies
19
American Century Companies
Missouri
$1.84M +$50.5K +1,819 +3%
BFM
20
Boothbay Fund Management
New York
$1.62M +$1.67M +59,976 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.42M +$55.2K +1,989 +4%
Goldman Sachs
22
Goldman Sachs
New York
$1.37M +$84.1K +3,030 +6%
Morgan Stanley
23
Morgan Stanley
New York
$1.35M -$38.2K -1,377 -3%
PI
24
Putnam Investments
Massachusetts
$1.3M -$11.1K -400 -0.8%
TA
25
Teton Advisors
New York
$1.1M -$944K -34,010 -45%
1
2 3 4

SFST Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q3 2023, worth a combined $169M — up 7.4% from $157M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SFST positions and 3 closed out — a net gain of 6 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $1.67M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $2.06M sold.

  • 87 institutional investors held Southern First Bancshares (SFST) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $169M of Southern First Bancshares stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 9 funds opened new Southern First Bancshares positions in Q3 2023 and 3 closed out, a net change of +6 holders.
  • The largest Southern First Bancshares buyer in Q3 2023 was Boothbay Fund Management, an estimated $1.67M added.
  • The largest Southern First Bancshares seller in Q3 2023 was Wedge Capital Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q3 2023.