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SGBK

Stonegate Bank
SGBK

Delisted

SGBK was delisted on the 26th of September, 2017.

79 hedge funds and large institutions have $171M invested in Stonegate Bank in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

300% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 10

23% more funds holding

Funds holding: 6479 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $183M → $171M (-$12.4M)

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
40
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
1
FSI Group
Ohio
$21.9M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M -$5.87M -198,062 -23%
LBS
3
Lawrence B. Seidman
$17.3M
BFC
4
Banc Funds Company
Illinois
$14.6M
BFA
5
BlackRock Fund Advisors
California
$8.41M +$335K +11,313 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.98M +$112K +3,764 +1%
PCM
7
Penn Capital Management
Pennsylvania
$6.34M +$6.33M +213,767 New
KCM
8
Kennedy Capital Management
Missouri
$5.45M
JAM
9
Jacobs Asset Management
New York
$5.1M -$2.38M -80,401 -32%
CRC
10
Curi RMB Capital
Illinois
$3.69M -$412K -13,900 -10%
State Street
11
State Street
Massachusetts
$3.67M +$218K +7,352 +6%
FAM
12
Fenimore Asset Management
New York
$3.4M +$856K +28,900 +34%
CEI
13
Clark Estates Inc
New York
$3M
BIT
14
BlackRock Institutional Trust
California
$2.87M +$284K +9,569 +11%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$2.85M -$427K -14,403 -13%
Northern Trust
16
Northern Trust
Illinois
$2.77M +$60.8K +2,053 +2%
SCA
17
Stieven Capital Advisors
Missouri
$2.67M -$5.93K -200 -0.2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.58M +$34.4K +1,161 +1%
MCM
19
Maltese Capital Management
New York
$2.52M +$2.52M +85,000 New
CCM
20
Castine Capital Management
Massachusetts
$2.09M +$101K +3,421 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.07M +$1.75M +59,208 +553%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.01M +$729K +24,620 +57%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.99M +$355K +11,990 +22%
TC
24
TFS Capital
Pennsylvania
$1.64M +$562K +18,953 +52%
First Manhattan
25
First Manhattan
New York
$1.57M +$146K +4,912 +10%

SGBK Hedge Fund Activity: Q2 2015 in Review

79 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Stonegate Bank (SGBK) for Q2 2015, worth a combined $171M — down 6.8% from $183M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SGBK positions and 4 closed out — a net gain of 15 holders — while 40 added to existing stakes and 10 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $6.33M. The largest seller was Brinker Capital, exiting entirely with an estimated $16.7M sold.

  • 79 institutional investors held Stonegate Bank (SGBK) as of Q2 2015, up from 64 in Q1 2015.
  • Funds reported $171M of Stonegate Bank stock for Q2 2015, down 6.8% quarter-over-quarter.
  • 19 funds opened new Stonegate Bank positions in Q2 2015 and 4 closed out, a net change of +15 holders.
  • The largest Stonegate Bank buyer in Q2 2015 was Penn Capital Management, an estimated $6.33M added.
  • The largest Stonegate Bank seller in Q2 2015 was Brinker Capital, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2015.