Recent Quarter Total Invested
$192.63 M
Recent Quarter Institutional Ownership Percentage
77.15%
Total Invested of Last Quarter
$200.01 M
Ownership Percentage of Last Quarter
78.28%
Southern First Bancshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FJ CAPITAL MANAGEMENT LLC | 08/14/2024 | 807,223 | $23.60 M | 0.00% | 9.95% |
| BLACKROCK INC. | 08/13/2024 | 764,787 | $22.36 M | 0.63% | 9.43% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 764,455 | $22.35 M | 1.16% | 9.43% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/14/2024 | 523,584 | $15.31 M | 0.02% | 6.46% |
| VANGUARD GROUP INC | 08/13/2024 | 413,547 | $12.09 M | 0.07% | 5.10% |
| BANC FUNDS CO LLC | 08/14/2024 | 401,243 | $11.73 M | 0.51% | 4.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 323,001 | $9.44 M | 3.24% | 3.98% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 272,139 | $7.96 M | -0.18% | 3.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 168,053 | $4.91 M | 4.62% | 2.07% |
| STATE STREET CORP | 08/14/2024 | 154,893 | $4.53 M | -0.83% | 1.91% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 135,105 | $3.95 M | 0.57% | 1.67% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/22/2024 | 93,639 | $2.74 M | -32.78% | 1.15% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 92,293 | $2.70 M | 9.21% | 1.14% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 91,884 | $2.69 M | 1.10% | 1.13% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 88,936 | $2.60 M | -18.13% | 1.10% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 80,056 | $2.34 M | -3.13% | 0.99% |
| NORTHERN TRUST CORP | 08/14/2024 | 77,090 | $2.25 M | -3.89% | 0.95% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 73,005 | $2.13 M | 0.09% | 0.90% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 64,517 | $1.89 M | 4.40% | 0.80% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 62,121 | $1.82 M | 3.54% | 0.77% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 57,098 | $1.67 M | 43.11% | 0.70% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 54,457 | $1.59 M | 0.00% | 0.67% |
| MORGAN STANLEY | 10/17/2024 | 49,906 | $1.46 M | -14.86% | 0.62% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 37,164 | $1.09 M | 10.42% | 0.46% |
| TETON ADVISORS, INC. | 08/13/2024 | 36,000 | $1.05 M | -4.00% | 0.44% |
| GABELLI FUNDS LLC | 08/13/2024 | 33,468 | $978,604 | 31.54% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 32,654 | $954,802 | 9.91% | 0.40% |
| ABACUS PLANNING GROUP, INC. | 07/31/2024 | 31,826 | $930,592 | 0.00% | 0.39% |
| ROYAL BANK OF CANADA | 11/06/2024 | 29,968 | $877,000 | -10.70% | 0.37% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 28,280 | $826,907 | 2.93% | 0.35% |
| INVESCO LTD. | 08/13/2024 | 27,836 | $813,924 | -17.81% | 0.34% |
| GAMCO INVESTORS, INC. ET AL | 08/13/2024 | 24,500 | $716,380 | 2.08% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 21,566 | $630,590 | 5.15% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 18,714 | $547,197 | 0.00% | 0.23% |
| STRS OHIO | 08/05/2024 | 18,200 | $532,168 | 16.67% | 0.22% |
| BARCLAYS PLC | 08/14/2024 | 17,192 | $503,000 | -14.73% | 0.21% |
| CORNERCAP INVESTMENT COUNSEL INC | 08/08/2024 | 16,495 | $482,314 | -0.90% | 0.20% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 15,387 | $449,916 | -31.79% | 0.19% |
| SHEETS SMITH WEALTH MANAGEMENT | 07/30/2024 | 14,701 | $429,857 | 0.00% | 0.18% |
| CITADEL ADVISORS LLC | 08/14/2024 | 14,376 | $420,354 | 15.61% | 0.18% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 13,760 | $402,342 | 7.00% | 0.17% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 12,455 | $364,184 | 0.40% | 0.15% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 12,279 | $358,915 | -1.25% | 0.15% |
| GODSEY & GIBB, INC | 07/23/2024 | 12,260 | $358,483 | 0.00% | 0.15% |
| RHUMBLINE ADVISERS | 08/01/2024 | 11,879 | $347,335 | 1.96% | 0.15% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/18/2024 | 11,321 | $331,026 | 100.00% | 0.14% |
| DE LISLE PARTNERS LLP | 08/09/2024 | 10,891 | $316,928 | 0.00% | 0.13% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 10,500 | $307,020 | 0.00% | 0.13% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 08/14/2024 | 10,000 | $292,400 | 100.00% | 0.12% |
| FOSTER VICTOR WEALTH ADVISORS, LLC | 07/18/2024 | 9,983 | $332,933 | 19.29% | 0.12% |
Southern First Bancshares, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of SFST shares?
During the previous two years, 63 institutional investors and hedge funds held shares of Southern First Bancshares, Inc.. The most heavily invested institutionals were:
Quadrature Capital Ltd: 0
ADVISOR GROUP HOLDINGS, INC.: 0
SouthState Corp: 0
BOOTHBAY FUND MANAGEMENT, LLC: 0
BlackRock Inc.: 764,787
DIMENSIONAL FUND ADVISORS LP: 323,001
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What percentage of Southern First Bancshares, Inc. stock is owned by institutional investors?
77.15% of Southern First Bancshares, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SFST ?
Institutional investors have bought a total of 3.24 M shares in the last 24 months. This purchase volume represents approximately $139.47 M in transactions.