Institutional Ownership
Shareholder Breakdown
| |
Holders |
Values ($) |
% O/S |
Shares |
| Institution |
20 |
6,889,364.00 |
13.77 |
2,311,867 |
| Mutual Fund |
35 |
3,649,710.00 |
7.29 |
1,224,734 |
Institutional Shareholder Rotation
| |
Holders |
Values Change ($) |
% O/S |
Shares Change |
| Buyers |
5 |
111,840.00 |
1.82 |
37,530 |
| Sellers |
5 |
-312,182.00 |
6.66 |
-104,759 |
| Net |
-- |
-200,342.00 |
-4.84 |
-67,229 |
Institutional Shareholder Concentration
| |
Values ($) |
% O/S |
Shares |
| Top 10 Inst. |
6,356,029 |
12.70 |
2,132,896 |
| Top 20 Inst. |
6,889,364.00 |
13.77 |
2,311,867 |
| Top 50 Inst. |
6,889,364.00 |
13.77 |
2,311,867 |
| Total Inst. |
6,889,364.00 |
13.77 |
2,311,867 |
Institutional Shareholder Style
| |
Holders |
Values ($) |
% O/S |
Shares |
| Growth |
5 |
358,205 |
5.20 |
120,203 |
| Value |
5 |
3,775,532 |
54.80 |
1,266,957 |
| GARP |
4 |
438,117 |
6.36 |
147,019 |
| Deep Value |
2 |
857,355 |
12.44 |
287,703 |
| Index |
2 |
667,207 |
9.68 |
223,895 |
| Yield |
2 |
792,948 |
11.51 |
266,090 |
Top Holders: Institutional Investor
| |
Shares Held |
% O/S |
Shares Change |
Filing Date |
| Dimensional Fund Advisors, Inc. |
878,958 |
5.23 |
-2,900 |
09/30/2009 |
| Heartland Advisors, Inc. |
300,000 |
1.79 |
0 |
06/30/2009 |
| Tontine Associates LLC |
276,685 |
1.65 |
0 |
06/30/2009 |
| Vanguard Group, Inc. |
180,199 |
1.07 |
20,740 |
06/30/2009 |
| DePrince, Race & Zollo, Inc. |
161,090 |
0.96 |
-11,509 |
06/30/2009 |
| Carolina First Bank Trust Services |
105,000 |
0.63 |
0 |
09/30/2009 |
| BB&T Asset Management, Inc. |
69,034 |
0.41 |
1,273 |
09/30/2009 |
| The California Public Employees Retirement System |
61,700 |
0.37 |
0 |
06/30/2009 |
| AXA Rosenberg Investment Management LLC |
54,985 |
0.33 |
-88,657 |
06/30/2009 |
| Salem Investment Counselors, Inc. |
45,245 |
0.27 |
0 |
06/30/2009 |
| Barclays Global Investors NA |
43,696 |
0.26 |
4,267 |
06/30/2009 |
| State Street Global Advisors |
35,900 |
0.21 |
0 |
06/30/2009 |
| Boys, Arnold & Co., Inc. |
32,275 |
0.19 |
0 |
09/30/2009 |
| Voyageur Asset Management, Inc. |
32,000 |
0.19 |
0 |
06/30/2009 |
Ownership data is provided by FactSet, a third party service, and Southern Community Financial Corporation does not maintain or provide information directly to this service.
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