Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOUTHERN FIRST BANCSHARES (SFST)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — SFST

Based on 122 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
122 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 — +34% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+34% 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.
🟡

Slight buying edge — 59% buying

58 buying40 selling
Last quarter: 58 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 18 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 16% medium 23% new
75 out of 122 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.
💰

Price up while funds trimmed (+10% value, -6% shares)

Value
+10%
Shares
-5%
Last quarter: total value of institutional SFST holdings rose +10% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

4 → 10 → 11 → 18 → 15 new funds/Q
New funds entering each quarter: 10 → 11 → 18 → 15. A growing number of institutions are discovering SFST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 10% 1-2yr 25% new
Of 122 current holders: 80 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
29 of 122 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: SFST

How many hedge funds hold SFST — quarterly history vs. share price
Quarterly hedge fund ownership of SFST vs. share price

Market Analysis: SFST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SFST

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SFST
2026 Q1 Stats Unlock in 16 days 122 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 122 109 11.93%
13F Shares 6M 7M -5.67%
Total Value $317M $287M 10.22%
New Positions 15 18 -3
Increased Positions 43 40 +3
Closed Positions 2 7 -5
Reduced Positions 38 24 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFST

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

122 + investors

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

Top 25 institutional holders of SFST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Planning Group, Inc. 0.22% 30,375 $1.7M
2 Brendel Financial Advisors LLC 0.15% 5,601 $305K
3 ELCO Management Co., LLC 0.15% 5,582 $304K
4 COLTON GROOME FINANCIAL ADVISORS, LLC 0.12% 7,675 $418K
5 SHEETS SMITH WEALTH MANAGEMENT 0.12% 19,204 $1.0M
6 Wagner Wealth Management, LLC 0.08% 7,284 $397K
7 GODSEY & GIBB, INC 0.05% 11,060 $603K
8 SeaCrest Wealth Management, LLC 0.05% 7,988 $435K
9 Foster Victor Wealth Advisors, LLC 0.03% 9,453 $556K
10 STRS OHIO 0.00% 10,700 $583K
11 Assenagon Asset Management S.A. 0.00% 24,495 $1.3M
12 SIGNATUREFD, LLC 0.00% 1,927 $105K
13 Versant Capital Management, Inc 0.00% 262 $14K
14 Ascentis Independent Advisors 0.00% 268 $15K
15 Police & Firemen's Retirement System of New Jersey 0.00% 2,232 $122K
16 Anchor Investment Management, LLC 0.00% 218 $12K
17 GAMMA Investing LLC 0.00% 189 $10K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 3,948 $218K
19 Torren Management, LLC 0.00% 13
20 Blue Trust, Inc. 0.00% 438 $24K
21 Sterling Capital Management LLC 0.00% 258 $14K
22 State of Alaska, Department of Revenue 0.00% 337
23 True Wealth Design, LLC 0.00% 11
24 Root Financial Partners, LLC 0.00% 20 $1K
25 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 11
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 — 4 quarters in a row: For 4 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?

Slight buying edge — 59% buying: Last quarter: 58 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SFST holders?

Strong quality — 39% AUM from major funds: 29 of 122 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SFST?

61% of holders stayed for 2+ years: 75 out of 122 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.