SFST Hedge Fund Ownership (Q2 2026)

Southern First Bancshares (SFST)

161 + Investors. Track Smart Money conviction in SFST. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SFST

Based on 161 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added SFST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

161 hedge funds hold SFST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +64% more funds vs a year ago

fund count last 6Q

+63 new funds entered over the past year (+64% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 71% buying

110 buying45 selling

Last quarter: 110 funds were net buyers (37 opened a brand new position + 73 added to an existing one). Only 45 were sellers (24 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new SFST position: 20 → 17 → 30 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 19% medium ■ 29% new

83 out of 161 hedge funds have held SFST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +46% but shares only +25% — price-driven

Value

+46%

+25%

Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +25%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

11 → 20 → 17 → 30 → 37 new funds/Q

New funds entering each quarter: 20 → 17 → 30 → 37. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 55% veterans vs 38% newcomers

■ 55% veterans ■ 7% 1-2yr ■ 38% new

Entry-cohort mix of 161 holders: 88 (55%) are 2+ year veterans, 12 entered 1–2 years ago, and 61 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

42 of 161 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SFST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	161	145	11.03%
13F Shares	9M	7M	25.12%
Total Value	$466M	$318M	46.49%
New Positions	37	30	+7
Increased Positions	73	49	+24
Closed Positions	21	12	+9
Reduced Positions	24	33	-9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

161

145

11.03%

13F Shares

25.12%

Total Value

$466M

$318M

46.49%

New Positions

Increased Positions

+24

Closed Positions

Reduced Positions

-9

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

161 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SFST. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SFST holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Endeavour Capital Advisors Inc	8.31%	662,860	$40.5M
2	FJ Capital Management LLC	7.08%	892,223	$54.5M
3	PMC FIG Opportunities LLC	2.44%	25,000	$1.5M
4	EJF Capital LP	2.22%	54,318	$3.3M
5	Banc Funds Co LLC	1.64%	162,655	$9.9M
6	Maltese Capital Management LLC	1.36%	122,000	$7.5M
7	Stieven Capital Advisors, L.P.	1.10%	94,114	$5.8M
8	Semanteon Capital Management, LP	1.07%	3,883	$237K
9	Teton Advisors, LLC	0.59%	16,800	$1.0M
10	Mendon Capital Advisors Corp	0.29%	13,348	$816K
11	Abacus Planning Group, Inc.	0.22%	29,239	$1.8M
12	ELCO Management Co., LLC	0.22%	8,348	$510K
13	Integrated Quantitative Investments LLC	0.21%	20,910	$1.3M
14	Sheets Smith Wealth Management	0.12%	19,639	$1.2M
15	Colton Groome Financial Advisors, LLC	0.11%	7,675	$469K
16	De Lisle Partners LLP	0.08%	12,591	$770K
17	Wagner Wealth Management, LLC	0.08%	6,809	$416K
18	Informed Momentum Co LLC	0.08%	13,952	$852K
19	Legato Capital Management LLC	0.07%	12,897	$788K
20	Godsey & Gibb, Inc	0.06%	11,060	$676K
21	Bridgeway Capital Management, LLC	0.05%	48,265	$2.9M
22	Penn Capital Management Company, LLC	0.04%	11,080	$677K
23	Walleye Capital LLC	0.04%	179,992	$11.0M
24	Quantbot Technologies LP	0.04%	16,229	$992K
25	Voleon Capital Management LP	0.03%	29,730	$1.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Southern First Bancshares (SFST)

What does the Smart Money Trend signal show for SFST?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SFST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SFST?

More buyers than sellers — 71% buying: Last quarter: 110 funds were net buyers (37 opened a brand new position + 73 added to an existing one). Only 45 were sellers (24 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SFST holders?

Elite ownership — 47% AUM from top-100 funds: 42 of 161 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SFST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SFST?

52% of holders stayed for 2+ years: 83 out of 161 hedge funds have held SFST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Southern First Bancshares (SFST)

Smart Money Signals — SFST

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +64% more funds vs a year ago

More buyers than sellers — 71% buying

More new buyers each quarter (+7 vs last Q)

52% of holders stayed for 2+ years

Value +46% but shares only +25% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 55% veterans vs 38% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — SFST

Hedge Fund Ownership: SFST

Market Analysis: SFST

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SFST

Hedge Fund Positioning: SFST

Statistics: SFST

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Southern First Bancshares (SFST)

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