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Southern First Bancshares

101 hedge funds and large institutions have $216M invested in Southern First Bancshares in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

17% more capital invested

Capital invested by funds: $184M → $216M (+$32.2M)

6% more funds holding

Funds holding: 95101 (+6)

0.64% more ownership

Funds ownership: 77.15%77.79% (+0.64%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
36
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$27.5M
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$27.1M +$983K +30,562 +4%
BlackRock
3
BlackRock
New York
$26.3M +$241K +7,478 +1%
ECA
4
Endeavour Capital Advisors
Connecticut
$19.9M +$1.9M +58,924 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.3M +$209K +6,504 +2%
BFC
6
Banc Funds Company
Illinois
$12.6M -$998K -31,000 -8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.6M +$548K +17,020 +5%
Ameriprise
8
Ameriprise
Minnesota
$9.44M +$154K +4,800 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.84M +$101K +3,154 +2%
State Street
10
State Street
Massachusetts
$5.33M +$52.9K +1,645 +1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$4.61M +$8.04K +250 +0.2%
Renaissance Technologies
12
Renaissance Technologies
New York
$3.57M +$403K +12,514 +14%
American Century Companies
13
American Century Companies
Missouri
$2.81M +$81.6K +2,537 +3%
Northern Trust
14
Northern Trust
Illinois
$2.61M -$11.9K -370 -0.5%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.49M +$933 +29 +0%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.47M -$624K -19,400 -21%
SWM
17
SeaCrest Wealth Management
New York
$2.43M -$720K -22,379 -24%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.31M +$103K +3,198 +5%
Goldman Sachs
19
Goldman Sachs
New York
$2.21M +$890K +27,654 +74%
Morgan Stanley
20
Morgan Stanley
New York
$2.12M +$395K +12,283 +25%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.89M +$33K +1,027 +2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$1.84M -$1.13M -35,033 -39%
BCM
23
Bridgeway Capital Management
Texas
$1.8M -$139K -4,330 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.21M +$181K +5,628 +19%
FL
25
Fourthstone LLC
Missouri
$1.16M +$1.09M +33,897 New

SFST Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q3 2024, worth a combined $216M — up 17% from $184M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFST positions and 5 closed out — a net gain of 6 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $1.9M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.82M sold.

  • 101 institutional investors held Southern First Bancshares (SFST) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $216M of Southern First Bancshares stock for Q3 2024, up 17% quarter-over-quarter.
  • 11 funds opened new Southern First Bancshares positions in Q3 2024 and 5 closed out, a net change of +6 holders.
  • The largest Southern First Bancshares buyer in Q3 2024 was Endeavour Capital Advisors, an estimated $1.9M added.
  • The largest Southern First Bancshares seller in Q3 2024 was Boothbay Fund Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2024.