Ownership Profile


Shareholder Holders Values ($) % O/S Shares
Institution 122 151 76.19 9,385,792
Mutual Fund 133 51 24.99 3,078,720
Shareholder Holders Values Change ($) % O/S Shares Change
Buyers 46 9.02 4.53 557,568
Sellers 37 -12.51 6.21 -765,107
Net -- -3.49 1.68 -207,539
Shareholder Values ($) % O/S Shares
Top 10 Inst. 85 43.42 5,349,146
Top 20 Inst. 115.83 58.51 7,207,266
Top 50 Inst. 142.91 72.25 8,900,350
Total Inst. 142.91 72.25 8,900,350
Shareholder Holders Values ($) % O/S Shares
Index 15 22 10.82 1,332,893
AggresGr 2 3 1.65 202,895
CoreGrowth 16 7 3.75 461,958
Growth 3 1 0.30 37,137
BrokerDealer 9 2 0.89 109,133
GARP 14 11 5.46 672,451
HedgeFund 11 10 4.93 607,235
Specialty 2 15 7.28 897,224
CoreValue 15 29 14.54 1,791,141
DeepValue 9 21 10.40 1,281,151
IncomeValue 3 1 0.30 37,496
Momentum 1 0 0.00 360
Holder Shares Held % O/S Shares Change Filing Date
The Banc Funds Company, L.L.C. 896,012 7.27 4,000 12/31/2016
E. S. Barr & Company 650,739 5.28 -69,955 12/31/2016
Corbyn Investment Management, Inc. 613,394 4.98 -4,769 12/31/2016
Franklin Mutual Advisers, LLC 547,560 4.44 0 12/31/2016
Derrico (Georgia S) 518,232 4.21 1,000 06/01/2016
BlackRock Institutional Trust Company, N.A. 465,495 3.78 65,752 12/31/2016
Salzhauer Michael 449,373 3.65 0 12/31/2016
The Vanguard Group, Inc. 439,328 3.57 8,920 12/31/2016
Wellington Management Company, LLP 425,926 3.46 155,737 12/31/2016
Mendon Capital Advisors Corp. 343,087 2.79 -127,906 12/31/2016
RMB Capital Management, LLC 276,373 2.24 -199,992 12/31/2016
First Manhattan Company 250,672 2.03 -2,100 03/31/2017
PENN Capital Management Company, Inc. 211,891 1.72 -1,913 12/31/2016
Hutchin Hill Capital, LP 200,000 1.62 -40,000 12/31/2016
Royce & Associates, LP 174,343 1.42 -3,000 12/31/2016
Renaissance Technologies LLC 163,900 1.33 96,600 12/31/2016
Bridgeway Capital Management, Inc. 152,742 1.24 0 12/31/2016
Foundry Partners, LLC 145,550 1.18 7,450 03/31/2017
State Street Global Advisors (US) 142,669 1.16 5,973 12/31/2016
Dimensional Fund Advisors, L.P. 139,980 1.14 27,300 12/31/2016
AllianceBernstein L.P. 128,824 1.05 -44,529 12/31/2016
Call (Neil J) 119,626 0.97 2,000 02/07/2017
Northern Trust Investments, Inc. 102,486 0.83 104 12/31/2016
I.G. Investment Management, Ltd. 88,915 0.72 0 12/31/2016
Wilbanks, Smith & Thomas Asset Management, LLC 88,875 0.72 0 12/31/2016
Kabbash (Charles A) 86,690 0.70 3,700 03/09/2017
Geode Capital Management, L.L.C. 70,847 0.58 4,806 12/31/2016
ELCO Management Company, LLC 66,721 0.54 -4,251 12/31/2016
Callan Associates Inc. 62,365 0.51 -2,027 12/31/2016
Deutsche Asset Management Americas 57,693 0.47 -3,050 12/31/2016
TIAA Global Asset Management 55,139 0.45 944 12/31/2016
Porter (R Roderick) 52,087 0.42 1,268 03/10/2016
JP Morgan Asset Management 51,400 0.42 3,500 12/31/2016
Forch (John J) 50,511 0.41 1,488 02/28/2017
Concert Wealth Management Inc. 50,153 0.41 -2,900 12/31/2016
J.P. Morgan Securities LLC 50,059 0.41 31,814 12/31/2016
Cove Street Capital, LLC 50,001 0.41 0 12/31/2016
Jacobs Levy Equity Management, Inc. 48,101 0.39 -10,290 03/31/2017
Context BH Capital Management, LP 47,716 0.39 -44,509 12/31/2016
Mellon Capital Management Corporation 45,320 0.37 16,813 12/31/2016
BlackRock Investment Management, LLC 43,976 0.36 410 12/31/2016
GSA Capital Partners LLP 40,163 0.33 -20,600 12/31/2016
Cavanal Hill Investment Management, Inc. 37,443 0.30 0 08/31/2016
Lagos (William H) 35,794 0.29 14,405 03/10/2016
Morgan Stanley & Co. LLC 32,597 0.26 30,412 12/31/2016
Jennings (W Bruce) 31,935 0.26 1,330 03/10/2016
Baker (Thomas Preston) 26,375 0.21 -22,647 03/10/2016
Bollerer (Frederick L) 25,798 0.21 5,356 03/29/2017
California State Teachers Retirement System 23,084 0.19 -600 12/31/2016
PNC Wealth Management 22,390 0.18 0 12/31/2016

Ownership data is provided by Thompson Reuters, a third party service, and Southern National Bancorp does not maintain or provide information directly to this service.