STATE BK FINL CORP - 856190103

Detailed investor-level table based on 13F positions.
Early Q4 2018 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q2 2014 · Compare: Q1 2014
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 1,777,839 30,063 0.0% 0.0% 1 +51,369 2.98% Q2 2014 Aug 11, 2014
BlackRock Fund Advisors History Reduced 806,526 13,638 0.0% 0.0% 2 -88,957 -9.93% Q2 2014 Aug 06, 2014
ROYCE & ASSOCIATES LLC History Added to 641,725 10,852 0.03% 0.03% 3 +19,500 3.13% Q2 2014 Aug 11, 2014
BlackRock Institutional Trust Company, N.A. History Added to 640,231 10,826 0.0% 0.0% 4 +24,771 4.02% Q2 2014 Aug 06, 2014
EAGLE ASSET MANAGEMENT INC History New 528,092 8,930 0.05% 5 +528,092 New Q2 2014 Jul 10, 2014
Netols Asset Management, Inc. History Added to 431,680 7,300 1.18% 0.5% 6 +256,478 146.39% Q2 2014 Aug 05, 2014
DIAMOND HILL CAPITAL MANAGEMENT INC History New 246,175 4,163 0.03% 7 +246,175 New Q2 2014 Aug 11, 2014
FSI GROUP, LLC History Reduced 147,254 2,490 0.8% 0.89% 8 -1,201 -0.81% Q2 2014 Aug 08, 2014
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 114,608 1,938 0.13% 0.15% 9 -1,392 -1.2% Q2 2014 Aug 04, 2014
BlackRock Investment Management, LLC History Reduced 106,431 1,800 0.0% 0.0% 10 -3,170 -2.89% Q2 2014 Aug 06, 2014
RMB Capital Management, LLC History New 95,150 1,609 0.1% 11 +95,150 New Q2 2014 Aug 11, 2014
SCHWAB CHARLES INVESTMENT MANAGEMENT INC History Added to 90,216 1,526 0.0% 0.0% 12 +5,642 6.67% Q2 2014 Jul 30, 2014
Nationwide Fund Advisors History Reduced 80,778 1,366 0.01% 0.01% 13 -3,984 -4.7% Q2 2014 Aug 11, 2014
CREDIT SUISSE AG/ History Added to 74,732 1,263 0.0% 0.0% 14 +16,034 27.32% Q2 2014 Aug 11, 2014
MUNDER CAPITAL MANAGEMENT History Reduced 60,864 1,029 0.01% 0.01% 15 -2,142 -3.4% Q2 2014 Aug 06, 2014
DIMENSIONAL FUND ADVISORS LP History No change 60,676 1,026 0.0% 0.0% 16 0 0.0% Q2 2014 Aug 08, 2014
D L CARLSON INVESTMENT GROUP INC History Added to 45,175 764 0.28% 0.22% 17 +11,650 34.75% Q2 2014 Aug 08, 2014
NJ State Employees Deferred Compensation Plan History No change 45,000 761 0.15% 0.16% 18 0 0.0% Q2 2014 Aug 11, 2014
AMERICAN CENTURY COMPANIES INC History Added to 44,218 748 0.0% 0.0% 19 +16,946 62.14% Q2 2014 Aug 04, 2014
Teton Advisors, Inc. History Added to 41,300 698 0.05% 0.03% 20 +18,600 81.94% Q2 2014 Aug 06, 2014
Swiss National Bank History No change 38,300 648 0.0% 0.0% 21 0 0.0% Q2 2014 Aug 06, 2014
RHUMBLINE ADVISERS History Reduced 38,209 646 0.0% 0.0% 22 -1,320 -3.34% Q2 2014 Aug 06, 2014
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 37,619 629 0.0% 0.0% 23 0 0.0% Q2 2014 Aug 07, 2014
PNC FINANCIAL SERVICES GROUP, INC. History Added to 27,866 471 0.0% 0.0% 24 +27,746 23121.67% Q2 2014 Aug 08, 2014
BlackRock Group LTD History Reduced 27,485 465 0.0% 0.0% 25 -22,154 -44.63% Q2 2014 Aug 06, 2014
French Wolf & Farr, Inc. History Added to 27,033 457 0.3% 0.32% 26 +65 0.24% Q2 2014 Jul 10, 2014
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 25,835 437 0.0% 0.0% 27 -254 -0.97% Q2 2014 Jul 31, 2014
AMERICAN INTERNATIONAL GROUP INC History Reduced 21,014 355 0.0% 0.0% 28 -690 -3.18% Q2 2014 Aug 08, 2014
MESIROW FINANCIAL INVESTMENT MANAGEMENT US VALUE EQUITY History No change 19,733 334 0.08% 0.08% 29 0 0.0% Q2 2014 Aug 01, 2014
BLACKROCK ADVISORS LLC History Reduced 19,243 325 0.0% 11.83% 30 -4,375 -18.52% Q2 2014 Aug 06, 2014
FIRST TRUST ADVISORS LP History Added to 17,674 299 0.0% 0.0% 31 +2,437 15.99% Q2 2014 Aug 11, 2014
ProShare Advisors LLC History Reduced 15,465 262 0.0% 0.01% 32 -16,819 -52.1% Q2 2014 Aug 08, 2014
FIRST MERCANTILE TRUST CO History No change 13,662 231 0.02% 0.02% 33 0 0.0% Q2 2014 Jul 22, 2014
ALGERT COLDIRON INVESTORS LLC History New 12,380 209 0.13% 34 +12,380 New Q2 2014 Aug 11, 2014
MENTA CAPITAL LLC History New 10,949 185 0.03% 35 +10,949 New Q2 2014 Aug 05, 2014
GREAT WEST LIFE ASSURANCE CO /CAN/ History No change 3,400 57 0.0% 0.0% 36 0 0.0% Q2 2014 Aug 06, 2014
RidgeWorth Capital Management LLC History New 2,741 46 0.0% 37 +2,741 New Q2 2014 Jul 31, 2014
STRS OHIO History Reduced 2,500 42 0.0% 0.0% 38 -2,446 -49.45% Q2 2014 Jul 24, 2014
BlackRock Inc. History No change 1,232 21 0.0% 0.0% 39 0 0.0% Q2 2014 Aug 06, 2014
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 1,169 20 0.0% 0.0% 40 0 0.0% Q2 2014 Aug 05, 2014
SANDLER ONEILL ASSET MANAGEMENT LLC History Closed out 0 0 4.8% -2,229,300 -100.0% Q1 2014 May 14, 2014
FRANKLIN RESOURCES INC History Closed out 0 0 0.02% -2,037,860 -100.0% Q1 2014 May 13, 2014
ATLANTA CAPITAL MANAGEMENT CO L L C History Closed out 0 0 0.2% -1,676,788 -100.0% Q1 2014 May 14, 2014
Opus Capital Group, LLC History Closed out 0 0 2.0% -1,587,652 -100.0% Q1 2014 Apr 30, 2014
BANC FUNDS CO LLC History Closed out 0 0 1.79% -1,352,427 -100.0% Q1 2014 May 14, 2014
Waterstone Capital Management, L.P. History Closed out 0 0 5.04% -1,120,570 -100.0% Q1 2014 May 15, 2014
SAMLYN CAPITAL, LLC History Closed out 0 0 0.45% -1,100,000 -100.0% Q1 2014 May 15, 2014
STATE STREET CORP History Closed out 0 0 0.0% -1,086,897 -100.0% Q1 2014 May 15, 2014
Forest Hill Capital, LLC History Closed out 0 0 1.65% -935,707 -100.0% Q1 2014 May 15, 2014
DEUTSCHE BANK AG\ History Closed out 0 0 0.01% -930,449 -100.0% Q1 2014 May 15, 2014
ENDICOTT MANAGEMENT CO History Closed out 0 0 5.92% -750,000 -100.0% Q1 2014 May 15, 2014
WESTWOOD HOLDINGS GROUP INC History Closed out 0 0 0.09% -645,137 -100.0% Q1 2014 May 14, 2014
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.02% -611,987 -100.0% Q1 2014 May 15, 2014
NORTHERN TRUST CORP History Closed out 0 0 0.0% -600,550 -100.0% Q1 2014 May 14, 2014
NS Advisors, LLC History Closed out 0 0 7.31% -521,431 -100.0% Q1 2014 May 15, 2014
Private Capital Management, LLC History Closed out 0 0 1.11% -496,202 -100.0% Q1 2014 May 15, 2014
Consector Capital, LP History Closed out 0 0 2.6% -412,300 -100.0% Q1 2014 May 14, 2014
RUSSELL FRANK CO/ History Closed out 0 0 0.01% -343,931 -100.0% Q1 2014 May 16, 2014
Phocas Financial Corp. History Closed out 0 0 0.51% -300,853 -100.0% Q1 2014 May 14, 2014
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Closed out 0 0 0.03% -275,223 -100.0% Q1 2014 May 15, 2014
PUTNAM INVESTMENTS LLC History Closed out 0 0 0.01% -263,000 -100.0% Q1 2014 May 15, 2014
MANAGED ACCOUNT ADVISORS LLC History Closed out 0 0 0.01% -260,282 -100.0% Q1 2014 May 15, 2014
PENN CAPITAL MANAGEMENT CO INC History Closed out 0 0 0.16% -236,059 -100.0% Q1 2014 May 15, 2014
GEODE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -183,206 -100.0% Q1 2014 May 14, 2014
ADVISORY RESEARCH INC History Closed out 0 0 0.03% -176,634 -100.0% Q1 2014 May 15, 2014
Bank of New York Mellon Corp History Closed out 0 0 0.0% -153,966 -100.0% Q1 2014 May 14, 2014
TIAA CREF INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -150,368 -100.0% Q1 2014 May 13, 2014
KENNEDY CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.05% -145,348 -100.0% Q1 2014 May 14, 2014
SUNRISE PARTNERS LIMITED PARTNERSHIP /CT History Closed out 0 0 0.15% -130,000 -100.0% Q1 2014 May 15, 2014
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -120,292 -100.0% Q1 2014 May 15, 2014
BRIDGEWAY CAPITAL MANAGEMENT INC History Closed out 0 0 0.06% -113,884 -100.0% Q1 2014 May 15, 2014
MORGAN STANLEY History Closed out 0 0 0.0% -107,403 -100.0% Q1 2014 May 13, 2014
MENDON CAPITAL ADVISORS CORP History Closed out 0 0 0.58% -100,000 -100.0% Q1 2014 May 20, 2014
ROTHSCHILD ASSET MANAGEMENT INC History Closed out 0 0 0.04% -99,502 -100.0% Q1 2014 May 15, 2014
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Closed out 0 0 0.0% -95,334 -100.0% Q1 2014 Apr 18, 2014
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Closed out 0 0 0.43% -86,717 -100.0% Q1 2014 May 12, 2014
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Closed out 0 0 0.02% -85,505 -100.0% Q1 2014 May 08, 2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC History Closed out 0 0 0.0% -77,082 -100.0% Q1 2014 May 13, 2014
AJO, LP History Closed out 0 0 0.01% -68,700 -100.0% Q1 2014 May 14, 2014
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -64,949 -100.0% Q1 2014 May 15, 2014
QS Investors, LLC History Closed out 0 0 0.03% -63,100 -100.0% Q1 2014 Apr 30, 2014
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 0.02% -59,920 -100.0% Q1 2014 May 15, 2014
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.0% -58,094 -100.0% Q1 2014 May 08, 2014
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 0.0% -57,294 -100.0% Q1 2014 May 13, 2014
Piermont Capital Management LLC History Closed out 0 0 0.49% -57,160 -100.0% Q1 2014 May 08, 2014
TEACHERS ADVISORS INC History Closed out 0 0 0.0% -47,638 -100.0% Q1 2014 May 13, 2014
TWO SIGMA ADVISERS, LLC History Closed out 0 0 0.01% -46,696 -100.0% Q1 2014 May 15, 2014
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -39,800 -100.0% Q1 2014 May 14, 2014
ING INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -30,400 -100.0% Q1 2014 May 15, 2014
FDx Advisors, Inc. History Closed out 0 0 0.04% -30,030 -100.0% Q1 2014 May 15, 2014
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.02% -26,411 -100.0% Q1 2014 May 14, 2014
CITADEL ADVISORS LLC History Closed out 0 0 0.67% -26,361 -100.0% Q1 2014 Aug 08, 2014
Invesco Ltd. History Closed out 0 0 0.0% -25,583 -100.0% Q1 2014 May 15, 2014
NOMURA HOLDINGS INC History Closed out 0 0 0.0% -24,035 -100.0% Q1 2014 May 14, 2014
PDT Partners, LLC History Closed out 0 0 0.01% -22,328 -100.0% Q1 2014 May 15, 2014
Emrys Partners, L.P. History Closed out 0 0 0.33% -22,201 -100.0% Q1 2014 May 15, 2014
SUNTRUST BANKS INC History Closed out 0 0 0.0% -20,849 -100.0% Q1 2014 May 14, 2014
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC History Closed out 0 0 0.0% -20,499 -100.0% Q1 2014 May 23, 2014
Brandywine Global Investment Management, LLC History Closed out 0 0 0.0% -20,030 -100.0% Q1 2014 May 15, 2014
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -19,511 -100.0% Q1 2014 May 15, 2014
TWO SIGMA INVESTMENTS LLC History Closed out 0 0 0.0% -19,000 -100.0% Q1 2014 May 15, 2014
Placemark Investments, Inc. History Closed out 0 0 0.01% -18,067 -100.0% Q1 2014 May 09, 2014
JPMORGAN CHASE & CO History Closed out 0 0 0.0% -15,900 -100.0% Q1 2014 May 15, 2014
CITIGROUP INC History Closed out 0 0 0.0% -13,308 -100.0% Q1 2014 May 15, 2014
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC History Closed out 0 0 0.0% -12,219 -100.0% Q1 2014 May 12, 2014
GOLDMAN SACHS GROUP INC History Closed out 0 0 0.0% -10,993 -100.0% Q1 2014 May 15, 2014
HIGHBRIDGE CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -10,951 -100.0% Q1 2014 May 16, 2014
PARK CIRCLE Co History Closed out 0 0 0.13% -10,000 -100.0% Q1 2014 May 23, 2014
WELLS FARGO & COMPANY/MN History Closed out 0 0 0.0% -8,442 -100.0% Q1 2014 May 15, 2014
GLENMEDE TRUST CO NA History Closed out 0 0 0.0% -7,706 -100.0% Q1 2014 May 07, 2014
BANK OF AMERICA CORP /DE/ History Closed out 0 0 0.0% -7,339 -100.0% Q1 2014 May 15, 2014
BARCLAYS PLC History Closed out 0 0 0.0% -5,514 -100.0% Q1 2014 May 15, 2014
SPRINGBOK CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -2,000 -100.0% Q1 2014 May 15, 2014
HOWE & RUSLING INC History Closed out 0 0 0.01% -1,466 -100.0% Q1 2014 May 07, 2014
Tower Research Capital LLC History Closed out 0 0 0.0% -1,023 -100.0% Q1 2014 May 02, 2014
ROYAL BANK OF CANADA History Closed out 0 0 0.0% -750 -100.0% Q1 2014 May 15, 2014
US BANCORP \DE\ History Closed out 0 0 0.0% -517 -100.0% Q1 2014 May 14, 2014