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Southern First Bancshares

92 hedge funds and large institutions have $237M invested in Southern First Bancshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

41% more capital invested

Capital invested by funds: $169M → $237M (+$68.5M)

6% more funds holding

Funds holding: 8792 (+5)

1.48% more ownership

Funds ownership: 77.61%79.09% (+1.5%)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
27
Reduced
34
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$29.6M -$9.6K -323 -0%
BlackRock
2
BlackRock
New York
$29.5M +$1.23M +41,353 +5%
FCM
3
FJ Capital Management
Virginia
$29.3M
ECA
4
Endeavour Capital Advisors
Connecticut
$17.1M +$42.1K +1,417 +0.3%
BFC
5
Banc Funds Company
Illinois
$15.5M
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.7M +$95.9K +3,229 +0.8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$10.7M +$254K +8,565 +3%
Ameriprise
8
Ameriprise
Minnesota
$9.48M +$71.6K +2,409 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.73M +$136K +4,564 +3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$5.62M +$969K +32,621 +27%
State Street
11
State Street
Massachusetts
$5.57M -$508K -17,111 -10%
SWM
12
SeaCrest Wealth Management
New York
$5.16M -$1.51K -51 -0%
AllianceBernstein
13
AllianceBernstein
Tennessee
$4.97M +$4.46K +150 +0.1%
Morgan Stanley
14
Morgan Stanley
New York
$4.48M +$2.1M +70,589 +141%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$3.53M -$226K -7,605 -7%
BFM
16
Boothbay Fund Management
New York
$3.36M +$911K +30,645 +51%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.99M -$20.8K -700 -0.9%
Northern Trust
18
Northern Trust
Illinois
$2.93M +$158K +5,303 +7%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$2.78M -$8.82K -297 -0.4%
American Century Companies
20
American Century Companies
Missouri
$2.52M -$10.8K -365 -0.5%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$2.29M +$266K +8,938 +17%
PI
22
Putnam Investments
Massachusetts
$1.77M -$23.8K -800 -2%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.48M
Goldman Sachs
24
Goldman Sachs
New York
$1.46M -$339K -11,418 -22%
BCM
25
Bridgeway Capital Management
Texas
$1.45M +$28.5K +960 +3%

SFST Hedge Fund Activity: Q4 2023 in Review

92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q4 2023, worth a combined $237M — up 41% from $169M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SFST positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.1M. The largest seller was Fifth Third Bancorp, exiting entirely with an estimated $809K sold.

  • 92 institutional investors held Southern First Bancshares (SFST) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $237M of Southern First Bancshares stock for Q4 2023, up 41% quarter-over-quarter.
  • 10 funds opened new Southern First Bancshares positions in Q4 2023 and 4 closed out, a net change of +6 holders.
  • The largest Southern First Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $2.1M added.
  • The largest Southern First Bancshares seller in Q4 2023 was Fifth Third Bancorp, an estimated $809K sold.

Based on aggregated 13F filings for Q4 2023.