Southern First Bancshares (SFST) Institutional Ownership

$35.88

-0.57 (-1.56%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 75.00%
Number of Institutional Buyers (last 12 months): 28
Total Institutional Inflows (last 12 months): $18.62M

Number of Institutional Sellers (last 12 months): 11
Total Institutional Outflows (last 12 months): $3.04M

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SFST Institutional Buying and Selling by Quarter

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Southern First Bancshares Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	32,654	$955K	0.0%	+9.9%	0.400%
7/22/2024	SeaCrest Wealth Management LLC	93,639	$2.74M	0.3%	-32.8%	1.148%
7/18/2024	Foster Victor Wealth Advisors LLC	9,983	$292K	0.0%	+19.3%	0.122%
7/18/2024	Assenagon Asset Management S.A.	28,280	$827K	0.0%	+2.9%	0.347%
5/16/2024	California State Teachers Retirement System	772	$25K	0.0%	-38.9%	0.009%
5/15/2024	Quadrature Capital Ltd	12,434	$394K	0.0%	N/A	0.152%
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5/15/2024	Gabelli Funds LLC	25,443	$808K	0.0%	+181.4%	0.312%
5/15/2024	Teton Advisors Inc.	37,500	$1.19M	0.4%	-1.3%	0.460%
5/10/2024	Acadian Asset Management LLC	54,457	$1.73M	0.0%	+36.4%	0.668%
5/10/2024	Vanguard Group Inc.	413,259	$13.13M	0.0%	+4.0%	5.067%
5/7/2024	Empowered Funds LLC	12,860	$408K	0.0%	+7.3%	0.158%
5/1/2024	BNP Paribas Financial Markets	3,921	$125K	0.0%	+93.5%	0.048%
4/27/2024	Foster Victor Wealth Advisors LLC	8,369	$266K	0.0%	N/A	0.103%
4/23/2024	Godsey & Gibb Inc.	12,260	$389K	0.0%	-4.7%	0.150%
4/18/2024	SeaCrest Wealth Management LLC	139,310	$4.42M	0.5%	+1.3%	1.707%
3/5/2024	Wellington Management Group LLP	151,436	$5.62M	0.0%	+27.5%	1.872%
2/23/2024	Mendon Capital Advisors Corp	7,699	$286K	0.1%	N/A	0.095%
2/13/2024	Teton Advisors Inc.	38,000	$1.41M	0.5%	-7.3%	0.470%
2/13/2024	FinTrust Capital Advisors LLC	2,780	$103K	0.0%	+256.4%	0.034%
2/12/2024	rhino investment partners Inc	14,845	$551K	0.1%	N/A	0.183%
2/7/2024	Patton Albertson Miller Group LLC	5,637	$209K	0.0%	N/A	0.070%
2/6/2024	Sheets Smith Wealth Management	14,701	$545K	0.1%	-3.6%	0.182%
2/5/2024	Russell Investments Group Ltd.	61,800	$2.29M	0.0%	+16.9%	0.764%
2/1/2024	New York State Common Retirement Fund	2,764	$103K	0.0%	-47.4%	0.034%
1/30/2024	Strs Ohio	16,200	$601K	0.0%	-15.2%	0.200%
1/19/2024	Abacus Planning Group Inc.	31,854	$1.18M	0.2%	-3.1%	0.394%
1/19/2024	Wagner Wealth Management LLC	5,631	$209K	0.1%	N/A	0.070%
1/17/2024	Assenagon Asset Management S.A.	27,679	$1.03M	0.0%	-14.8%	0.342%
1/16/2024	Godsey & Gibb Inc.	12,860	$477K	0.1%	-3.7%	0.159%
1/12/2024	SG Americas Securities LLC	4,232	$157K	0.0%	N/A	0.052%
12/1/2023	Wellington Management Group LLP	118,815	$3.20M	0.0%	+4.7%	1.469%
11/15/2023	ELCO Management Co. LLC	7,699	$207K	0.1%	N/A	0.095%
11/15/2023	Endeavour Capital Advisors Inc.	459,458	$12.38M	5.0%	+0.2%	5.679%
11/8/2023	Teton Advisors Inc.	41,000	$1.11M	0.3%	-45.3%	0.507%
11/7/2023	Barclays PLC	19,140	$516K	0.0%	+2.7%	0.237%
11/6/2023	Assenagon Asset Management S.A.	32,479	$875K	0.0%	+212.0%	0.401%
10/31/2023	Fifth Third Bancorp	30,024	$809K	0.0%	N/A	0.372%
10/27/2023	River Oaks Capital LLC	94,899	$2.56M	3.8%	-1.1%	1.174%
10/26/2023	Strs Ohio	19,100	$514K	0.0%	+4.9%	0.236%
10/23/2023	Sheets Smith Wealth Management	15,251	$411K	0.1%	+2.7%	0.189%
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10/12/2023	SeaCrest Wealth Management LLC	137,631	$3.71M	0.5%	+0.8%	1.703%
8/11/2023	FJ Capital Management LLC	791,009	$19.58M	2.5%	+72.6%	9.790%
8/11/2023	Hotchkis & Wiley Capital Management LLC	99,639	$2.47M	0.0%	+44.2%	1.233%
8/11/2023	Banc Funds Co. LLC	418,573	$10.36M	1.2%	+10.6%	5.180%
8/10/2023	Gamco Investors INC. ET AL	24,405	$604K	0.0%	-17.8%	0.302%
8/10/2023	Russell Investments Group Ltd.	50,873	$1.26M	0.0%	+213.4%	0.630%
8/9/2023	Sheets Smith Wealth Management	14,854	$367K	0.1%	-2.6%	0.184%
7/31/2023	Strs Ohio	18,200	$450K	0.0%	+80.2%	0.226%
7/27/2023	EA Series Trust	10,235	$253K	0.0%	N/A	0.127%
7/17/2023	Wedge Capital Management L L P NC	83,231	$2.06M	0.0%	-7.5%	1.034%
7/14/2023	SeaCrest Wealth Management LLC	136,601	$3.38M	0.4%	+29.8%	1.697%
5/15/2023	Sheets Smith Wealth Management	31	$468K	0.1%	-99.8%	0.000%
5/12/2023	Greenwood Capital Associates LLC	9,013	$277K	0.0%	-18.6%	0.112%
5/12/2023	SeaCrest Wealth Management LLC	105,204	$3.23M	0.4%	+0.7%	1.307%
5/11/2023	Acadian Asset Management LLC	39,912	$1.22M	0.0%	+12.6%	0.496%
5/4/2023	Barclays PLC	18,461	$567K	0.0%	+9.4%	0.229%
5/2/2023	River Oaks Capital LLC	97,100	$2.98M	4.2%	-3.3%	1.206%
4/27/2023	Strs Ohio	10,100	$310K	0.0%	N/A	0.125%
4/18/2023	Assenagon Asset Management S.A.	10,409	$320K	0.0%	-30.0%	0.129%
4/11/2023	Wedge Capital Management L L P NC	89,996	$2.76M	0.0%	-3.1%	1.118%
3/23/2023	MetLife Investment Management LLC	3,760	$172K	0.0%	+16.7%	0.047%
2/13/2023	The Manufacturers Life Insurance Company	379,865	$17.38M	0.0%	-2.5%	4.748%
2/13/2023	Penn Capital Management Company LLC	51,175	$2.34M	0.2%	-2.7%	0.640%
2/13/2023	GSA Capital Partners LLP	6,007	$275K	0.0%	N/A	0.075%
2/9/2023	Dimensional Fund Advisors LP	317,258	$14.52M	0.0%	+2.8%	3.966%
2/9/2023	FJ Capital Management LLC	287,539	$13.16M	1.6%	-12.6%	3.594%
2/3/2023	River Oaks Capital LLC	100,400	$4.59M	5.2%	-11.8%	1.255%
2/2/2023	SG Americas Securities LLC	3,002	$137K	0.0%	+8.8%	0.038%
2/2/2023	Monarch Partners Asset Management LLC	54,713	$2.50M	0.7%	+58.1%	0.684%
2/1/2023	Janney Montgomery Scott LLC	4,746	$217K	0.0%	N/A	0.059%
1/27/2023	Foster Victor Wealth Advisors LLC	6,536	$291K	0.0%	-5.8%	0.082%
1/26/2023	Comerica Bank	29,984	$1.30M	0.0%	+4.5%	0.375%
1/26/2023	Greenwood Capital Associates LLC	11,076	$507K	0.1%	-8.1%	0.139%
1/19/2023	Abacus Planning Group Inc.	32,881	$1.50M	0.4%	-1.9%	0.411%
1/18/2023	Godsey & Gibb Inc.	13,800	$631K	0.1%	N/A	0.173%
1/17/2023	Wedge Capital Management L L P NC	92,833	$4.25M	0.1%	-2.9%	1.160%
1/12/2023	Assenagon Asset Management S.A.	14,875	$681K	0.0%	-26.4%	0.186%
12/9/2022	Penn Capital Management Company LLC	52,621	$2.19M	0.2%	+658.3%	0.658%
11/16/2022	SeaCrest Wealth Management LLC	106,929	$4.46M	0.7%	+0.6%	1.337%
11/15/2022	Putnam Investments LLC	45,501	$1.90M	0.0%	-0.7%	0.569%
11/15/2022	EJF Capital LLC	162,487	$6.77M	1.0%	-5.4%	2.031%
11/15/2022	Endeavour Capital Advisors Inc.	428,707	$17.86M	4.1%	+16.9%	5.359%
11/14/2022	Teton Advisors Inc.	75,010	$3.13M	0.7%	+4.2%	0.938%
11/10/2022	Teton Advisors Inc.	75,010	$3.13M	0.8%	+4.2%	0.938%
11/10/2022	Sonen Capital LLC	13,000	$542K	0.9%	+30.0%	0.163%
11/7/2022	PL Capital Advisors LLC	13,000	$542K	0.2%	+30.0%	0.163%
11/4/2022	River Oaks Capital LLC	113,800	$4.74M	5.2%	-6.8%	1.424%
11/3/2022	The Manufacturers Life Insurance Company	389,750	$16.24M	0.0%	-3.2%	4.878%
11/3/2022	Barclays PLC	14,510	$604K	0.0%	+8.7%	0.182%
11/1/2022	Sheets Smith Wealth Management	15,172	$632K	0.1%	-1.6%	0.190%
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10/31/2022	SG Americas Securities LLC	2,758	$115K	0.0%	-8.9%	0.035%
10/28/2022	Comerica Bank	28,685	$1.20M	0.0%	-1.5%	0.359%
10/27/2022	Assenagon Asset Management S.A.	20,206	$842K	0.0%	-28.5%	0.253%
10/24/2022	Foster Victor Wealth Advisors LLC	6,936	$297K	0.0%	+3.6%	0.087%
10/19/2022	Abacus Planning Group Inc.	33,519	$1.40M	0.4%	+1.9%	0.420%
10/13/2022	Wedge Capital Management L L P NC	95,651	$3.99M	0.1%	-4.0%	1.197%
8/23/2022	Summit Global Investments	6,500	$283K	0.0%	+30.0%	0.081%
8/23/2022	Captrust Financial Advisors	63,975	$2.79M	0.0%	+3.9%	0.801%
8/16/2022	Penn Capital Management Company LLC	6,939	$302K	0.0%	N/A	0.087%
8/13/2022	Teton Advisors Inc.	72,010	$3.14M	0.7%	+7.5%	0.901%

(Data available from 1/1/2016 forward)

SFST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SFST shares?: During the previous two years, 53 institutional investors and hedge funds held shares of Southern First Bancshares. The most heavily invested institutionals were FJ Capital Management LLC ($19.58M), The Manufacturers Life Insurance Company ($17.38M), Dimensional Fund Advisors LP ($14.52M), Vanguard Group Inc. ($13.13M), Endeavour Capital Advisors Inc. ($12.38M), Banc Funds Co. LLC ($10.36M), and EJF Capital LLC ($6.77M).Learn more on SFST's institutional investors.
What percentage of Southern First Bancshares stock is owned by institutional investors?: 75.00% of Southern First Bancshares stock is owned by institutional investors. Learn more on SFST's institutional investor holdings.
Which institutional investors have been buying Southern First Bancshares stock?: Of the 45 institutional investors that purchased Southern First Bancshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FJ Capital Management LLC ($332.78K), Endeavour Capital Advisors Inc. ($62.85K), Banc Funds Co. LLC ($55.81K), Penn Capital Management Company LLC ($52.62K), Russell Investments Group Ltd. ($43.58K), Wellington Management Group LLP ($37.92K), and SeaCrest Wealth Management LLC ($35.50K).

How much institutional buying is happening at Southern First Bancshares?: Institutional investors have bought a total of 955,464 shares in the last 24 months. This purchase volume represents approximately $29.52M in transactions.
Which Southern First Bancshares major shareholders have been selling company stock?: Of the 22 institutional investors that sold Southern First Bancshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SeaCrest Wealth Management LLC ($45.67K), FJ Capital Management LLC ($41.46K), Teton Advisors Inc. ($37.51K), Assenagon Asset Management S.A. ($26.16K), River Oaks Capital LLC ($26.10K), The Manufacturers Life Insurance Company ($22.61K), and Wedge Capital Management L L P NC ($16.37K).
How much institutional selling is happening at Southern First Bancshares?: Institutional investors have sold a total of 261,900 shares in the last 24 months. This volume of shares sold represents approximately $9.55M in transactions.