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 |
|---|---|---|---|---|---|
| FOSTER VICTOR WEALTH ADVISORS, LLC | 07/18/2024 | 9,983 | $332,933 | 19.29% | 0.12% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 08/14/2024 | 10,000 | $292,400 | 100.00% | 0.12% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 10,500 | $307,020 | 0.00% | 0.13% |
| DE LISLE PARTNERS LLP | 08/09/2024 | 10,891 | $316,928 | 0.00% | 0.13% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/18/2024 | 11,321 | $331,026 | 100.00% | 0.14% |
| RHUMBLINE ADVISERS | 08/01/2024 | 11,879 | $347,335 | 1.96% | 0.15% |
| GODSEY & GIBB, INC | 07/23/2024 | 12,260 | $358,483 | 0.00% | 0.15% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 12,279 | $358,915 | -1.25% | 0.15% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 12,455 | $364,184 | 0.40% | 0.15% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 13,760 | $402,342 | 7.00% | 0.17% |
| CITADEL ADVISORS LLC | 08/14/2024 | 14,376 | $420,354 | 15.61% | 0.18% |
| SHEETS SMITH WEALTH MANAGEMENT | 07/30/2024 | 14,701 | $429,857 | 0.00% | 0.18% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 15,387 | $449,916 | -31.79% | 0.19% |
| CORNERCAP INVESTMENT COUNSEL INC | 08/08/2024 | 16,495 | $482,314 | -0.90% | 0.20% |
| BARCLAYS PLC | 08/14/2024 | 17,192 | $503,000 | -14.73% | 0.21% |
| STRS OHIO | 08/05/2024 | 18,200 | $532,168 | 16.67% | 0.22% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 18,714 | $547,197 | 0.00% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 21,566 | $630,590 | 5.15% | 0.27% |
| GAMCO INVESTORS, INC. ET AL | 08/13/2024 | 24,500 | $716,380 | 2.08% | 0.30% |
| INVESCO LTD. | 08/13/2024 | 27,836 | $813,924 | -17.81% | 0.34% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 28,280 | $826,907 | 2.93% | 0.35% |
| ROYAL BANK OF CANADA | 08/14/2024 | 29,968 | $877,000 | -10.70% | 0.37% |
| ABACUS PLANNING GROUP, INC. | 07/31/2024 | 31,826 | $930,592 | 0.00% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 32,654 | $954,802 | 9.91% | 0.40% |
| GABELLI FUNDS LLC | 08/13/2024 | 33,468 | $978,604 | 31.54% | 0.41% |
| TETON ADVISORS, INC. | 08/13/2024 | 36,000 | $1.05 M | -4.00% | 0.44% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 37,164 | $1.09 M | 10.42% | 0.46% |
| MORGAN STANLEY | 08/14/2024 | 49,906 | $1.46 M | -14.86% | 0.62% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 54,457 | $1.59 M | 0.00% | 0.67% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 57,098 | $1.67 M | 43.11% | 0.70% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 62,121 | $1.82 M | 3.54% | 0.77% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 64,517 | $1.89 M | 4.40% | 0.80% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 73,005 | $2.13 M | 0.09% | 0.90% |
| NORTHERN TRUST CORP | 08/14/2024 | 77,090 | $2.25 M | -3.89% | 0.95% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 80,056 | $2.34 M | -3.13% | 0.99% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 88,936 | $2.60 M | -18.13% | 1.10% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 91,884 | $2.69 M | 1.10% | 1.13% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 92,293 | $2.70 M | 9.21% | 1.14% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/22/2024 | 93,639 | $2.74 M | -32.78% | 1.15% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 135,105 | $3.95 M | 0.57% | 1.67% |
| STATE STREET CORP | 08/14/2024 | 154,893 | $4.53 M | -0.83% | 1.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 168,053 | $4.91 M | 4.62% | 2.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 272,139 | $7.96 M | -0.18% | 3.36% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 323,001 | $9.44 M | 3.24% | 3.98% |
| BANC FUNDS CO LLC | 08/14/2024 | 401,243 | $11.73 M | 0.51% | 4.95% |
| VANGUARD GROUP INC | 08/13/2024 | 413,547 | $12.09 M | 0.07% | 5.10% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/14/2024 | 523,584 | $15.31 M | 0.02% | 6.46% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 764,455 | $22.35 M | 1.16% | 9.43% |
| BLACKROCK INC. | 08/13/2024 | 764,787 | $22.36 M | 0.63% | 9.43% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2024 | 807,223 | $23.60 M | 0.00% | 9.95% |
Southern First Bancshares, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of SFST shares?
During the previous two years, 126 institutional investors and hedge funds held shares of Southern First Bancshares, Inc.. The most heavily invested institutionals were:
FJ Capital Management LLC: 807,223
BlackRock Inc.: 764,787
T. Rowe Price Investment Management, Inc.: 764,455
ENDEAVOUR CAPITAL ADVISORS INC: 523,584
VANGUARD GROUP INC: 413,547
BANC FUNDS CO LLC: 401,243
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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 7.14 M shares in the last 24 months. This purchase volume represents approximately $241.78 M in transactions.