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HBT Financial
HBT

66 hedge funds and large institutions have $155M invested in HBT Financial in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $142M → $155M (+$13.4M)

1.27% less ownership

Funds ownership: 25.74% → 24.48% (-1.3%)

3% less funds holding

Funds holding: 68 → 66 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
34
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.29M
2
BlackRock
BlackRock
New York
+$4.18M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$3.02M
4
SCP
Siena Capital Partners
Illinois
+$2.24M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$3.48M
2
BFC
Banc Funds Company
Illinois
-$3.42M
3
RA
Royce & Associates
New York
-$2.34M
4
Millennium Management
Millennium Management
New York
-$801K
5
Morgan Stanley
Morgan Stanley
New York
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$623K +$292K +13,978 +79%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$589K -$110K -5,240 -15%
GJL
28
Gendell Jeffrey L
$510K +$541K +25,883 New
CIC
29
Cornercap Investment Counsel
Georgia
$508K +$539K +25,784 New
GC
30
Globeflex Capital
California
$455K – – –
N
31
Nuveen
North Carolina
$434K -$5.1K -244 -1%
Swiss National Bank
32
Swiss National Bank
Switzerland
$410K – – –
ZIM
33
Zacks Investment Management
Illinois
$398K +$103K +4,939 +32%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$360K +$45.7K +2,188 +14%
Bank of America
35
Bank of America
North Carolina
$351K +$169K +8,074 +83%
Invesco
36
Invesco
Georgia
$334K +$113K +5,407 +47%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$321K +$62.6K +2,996 +22%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$256K -$131K -6,270 -33%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$255K +$28.9K +1,382 +12%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$252K -$16.7K -800 -6%
Canada Life
41
Canada Life
Manitoba, Canada
$246K +$201K +9,616 +334%
CFGS
42
Concourse Financial Group Securities
Alabama
$243K -$28.7K -1,375 -10%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$163K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$151K +$64.3K +3,077 +67%
AIG
45
American International Group
New York
$115K +$21.4K +1,024 +21%
MIM
46
MetLife Investment Management
New Jersey
$106K – – –
UBS Group
47
UBS Group
Switzerland
$93.3K +$16.8K +805 +20%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$87K – – –
Legal & General Group
49
Legal & General Group
United Kingdom
$85.4K +$29.9K +1,429 +49%
Wells Fargo
50
Wells Fargo
California
$50.4K +$45.9K +2,197 +610%
1
2
3

HBT Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2023, worth a combined $155M — up 9.5% from $142M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HBT and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 34 added.

The largest buyer was Vanguard Group, adding an estimated $6.29M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $3.48M sold.

  • 66 institutional investors held HBT Financial (HBT) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $155M of HBT Financial stock for Q1 2023, up 9.5% quarter-over-quarter.
  • 6 funds opened new HBT Financial positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest HBT Financial buyer in Q1 2023 was Vanguard Group, an estimated $6.29M added.
  • The largest HBT Financial seller in Q1 2023 was Basswood Capital Management, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2023.