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Southern First Bancshares Inc: which funds bought and sold

Institutions that bought and sold Southern First Bancshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 113 institutions that filed 13F reports for both quarters added to or opened positions in Southern First Bancshares, and 41 cut or closed them. Together they added a net 1.7M shares, +25.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 622K shares (+34.2%); index fund managers were net buyers of 499K shares (+31.1%). 36 opened a new position and 18 sold out entirely.

Bought, Q2 2026 113 institutions, 36 of them new holders Sold, Q2 2026 41 institutions, 18 of them sold out
Net change, all compared +1.7M shares (+25.3%)
Net change, active managers +622K shares (+34.2%), 23 bought, 8 sold

Buyers versus sellers

institutions compared, 182
Active managers and hedge funds 23 bought · 8 sold · +622K
Index fund managers 10 bought · 0 sold · +499K
Other institutions 80 bought · 33 sold · +609K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
State Street Corp Index funds +206K +122.4% 374K $22.8M
Walleye Capital LLC Hedge fund +180K New position 180K $11M
Blackrock, Inc. Index funds +118K +16.6% 830K $50.7M
Stieven Capital Advisors, L.P. +94K New position 94K $5.8M
Jpmorgan Chase & Co +93K +2739.8% 96K $5.9M
Manufacturers Life Insurance Company, The +87K New position 87K $5.3M
Maltese Capital Management LLC +87K +248.3% 122K $7.5M
Fj Capital Management LLC +85K +10.5% 892K $54.5M
Bank Of America Corp +74K +405.3% 92K $5.6M
Alliancebernstein L.P. Active manager +65K +156.5% 107K $5.8M
Geode Capital Management, LLC Index funds +57K +31.5% 237K $14.5M
Endeavour Capital Advisors Inc +55K +9.1% 663K $40.5M
Ejf Capital LP +54K New position 54K $3.3M
Millennium Management LLC Hedge fund +53K +407.4% 66K $4.1M
AQR Capital Management LLC Hedge fund +50K +186.4% 76K $4.7M
Wellington Management Group LLP Active manager +49K New position 49K $3M
Citadel Advisors LLC Hedge fund +49K New position 49K $3M
Vanguard Capital Management LLC Index funds +48K +13.9% 393K $24M
Trexquant Investment LP Hedge fund +44K +197.9% 66K $4.1M
Morgan Stanley +41K +49.0% 126K $7.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Rhino Investment Partners, Inc −210K Sold out 0 —
Acadian Asset Management LLC Active manager −80K −64.0% 45K $2.7M
Elizabeth Park Capital Advisors, Ltd. −38K Sold out 0 —
Ameriprise Financial Inc −24K −8.7% 248K $15.1M
Sei Investments Co −13K −37.2% 22K $1.3M
Banc Funds Co LLC −9,000 −5.2% 163K $9.9M
Engineers Gate Manager LP Hedge fund −8,807 −65.2% 4,710 $287,781
Bridgeway Capital Management, LLC Active manager −8,369 −14.8% 48K $2.9M
Arrowstreet Capital, Limited Partnership Hedge fund −7,633 −17.1% 37K $2.3M
Informed Momentum Co LLC −7,523 −35.0% 14K $852,467
HRT Financial LP −7,481 Sold out 0 —
Arkadios Wealth Advisors −7,296 Sold out 0 —
Quadrature Capital Ltd Hedge fund −7,252 Sold out 0 —
Hillsdale Investment Management Inc. −6,570 Sold out 0 —
Numerai Gp LLC −6,197 Sold out 0 —
Jane Street Group, LLC −6,092 Sold out 0 —
Brendel Financial Advisors LLC −5,601 Sold out 0 —
GAMCO Investors, Inc. Et Al Active manager −5,400 −18.4% 24K $1.5M
Fourthstone LLC −4,561 Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −4,492 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Walleye Capital LLCHedge fund 180K $11M
Stieven Capital Advisors, L.P. 94K $5.8M
Manufacturers Life Insurance Company, The 87K $5.3M
Ejf Capital LP 54K $3.3M
Wellington Management Group LLPActive manager 49K $3M
Citadel Advisors LLCHedge fund 49K $3M
Victory Capital Management IncActive manager 30K $1.8M
Voleon Capital Management LPHedge fund 30K $1.8M
Pmc Fig Opportunities LLC 25K $1.5M
Soros Fund Management LLCHedge fund 14K $882,773

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Rhino Investment Partners, Inc 210K $11.5M
Elizabeth Park Capital Advisors, Ltd. 38K $2.1M
HRT Financial LP 7,481 $407,000
Arkadios Wealth Advisors 7,296 $397,632
Quadrature Capital LtdHedge fund 7,252 $395,234
Hillsdale Investment Management Inc. 6,570 $358,065
Numerai Gp LLC 6,197 $337,736
Jane Street Group, LLC 6,092 $332,014
Brendel Financial Advisors LLC 5,601 $305,255
Fourthstone LLC 4,561 $248,575

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
164
Ten largest holders
59.0%
of 13F-reported shares
Index fund managers
24.6%
of 13F-reported shares
Active managers and hedge funds
28.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 8 9 2 +622K +34.2%
Index fund managers 10 0 1 0 +499K +31.1%
Other institutions 80 33 26 16 +609K +17.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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