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HBT Financial

70 hedge funds and large institutions have $142M invested in HBT Financial in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

6% more funds holding

Funds holding: 6670 (+4)

0.4% less ownership

Funds ownership: 24.48%24.08% (-0.4%)

8% less capital invested

Capital invested by funds: $155M → $142M (-$12.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
27
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$500K -$82.4K -4,502 -14%
GJL
27
Gendell Jeffrey L
$477K
N
28
Nuveen
North Carolina
$406K
DA
29
Denali Advisors
California
$387K +$366K +20,000 +2,000%
PAM
30
Panagora Asset Management
Massachusetts
$358K -$571K -31,195 -62%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$354K +$17K +926 +5%
Squarepoint
32
Squarepoint
New York
$345K +$343K +18,727 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$317K +$77.7K +4,243 +33%
Invesco
34
Invesco
Georgia
$293K -$19K -1,037 -6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$289K +$48.6K +2,653 +20%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$288K -$16.5K -902 -5%
JP Morgan Chase
37
JP Morgan Chase
New York
$275K -$896K -48,910 -77%
CS
38
Credit Suisse
Switzerland
$236K +$234K +12,799 New
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$236K +$234K +12,800 New
First Trust Advisors
40
First Trust Advisors
Illinois
$236K +$234K +12,793 New
CFGS
41
Concourse Financial Group Securities
Alabama
$236K +$8.15K +445 +4%
Canada Life
42
Canada Life
Manitoba, Canada
$219K -$11.8K -645 -5%
Bank of America
43
Bank of America
North Carolina
$206K -$122K -6,649 -37%
MGIA
44
Moneta Group Investment Advisors
Missouri
$195K +$194K +10,601 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$188K +$187K +10,210 New
UBS Group
46
UBS Group
Switzerland
$181K +$92.9K +5,074 +107%
Legal & General Group
47
Legal & General Group
United Kingdom
$157K +$76.1K +4,157 +96%
Deutsche Bank
48
Deutsche Bank
Germany
$133K -$8.06K -440 -6%
MIM
49
MetLife Investment Management
New Jersey
$133K +$33.2K +1,811 +34%
AIG
50
American International Group
New York
$119K +$11.6K +636 +11%

HBT Hedge Fund Activity: Q2 2023 in Review

70 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q2 2023, worth a combined $142M — down 8.3% from $155M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HBT positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $5.79M. The largest seller was Vanguard Group, cutting an estimated $4.82M.

  • 70 institutional investors held HBT Financial (HBT) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $142M of HBT Financial stock for Q2 2023, down 8.3% quarter-over-quarter.
  • 10 funds opened new HBT Financial positions in Q2 2023 and 6 closed out, a net change of +4 holders.
  • The largest HBT Financial buyer in Q2 2023 was BlackRock, an estimated $5.79M added.
  • The largest HBT Financial seller in Q2 2023 was Vanguard Group, an estimated $4.82M sold.

Based on aggregated 13F filings for Q2 2023.