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HBT Financial
HBT

73 hedge funds and large institutions have $138M invested in HBT Financial in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 70 → 73 (+3)

0.3% less ownership

Funds ownership: 24.08% → 23.78% (-0.3%)

3% less capital invested

Capital invested by funds: $142M → $138M (-$4.12M)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$1.25M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$877K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$813K
4
First Trust Advisors
First Trust Advisors
Illinois
+$631K
5
Two Sigma Investments
Two Sigma Investments
New York
+$251K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$4.18M
2
Stifel Financial
Stifel Financial
Missouri
-$630K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$605K
4
BlackRock
BlackRock
New York
-$515K
5
RA
Royce & Associates
New York
-$511K
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$575K – – –
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$526K -$21.8K -1,143 -4%
GJL
28
Gendell Jeffrey L
$472K – – –
Squarepoint
29
Squarepoint
New York
$430K +$92.2K +4,843 +26%
N
30
Nuveen
North Carolina
$401K – – –
Invesco
31
Invesco
Georgia
$388K +$103K +5,394 +34%
DA
32
Denali Advisors
California
$383K – – –
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$354K +$4.36K +229 +1%
MAM
34
Martingale Asset Management
Massachusetts
$349K -$152K -8,008 -30%
PAM
35
Panagora Asset Management
Massachusetts
$332K -$23.1K -1,211 -6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$311K +$27K +1,416 +9%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$288K -$26.2K -1,376 -8%
Canada Life
38
Canada Life
Manitoba, Canada
$276K +$62.1K +3,263 +28%
Bank of America
39
Bank of America
North Carolina
$248K +$46.4K +2,435 +22%
Two Sigma Investments
40
Two Sigma Investments
New York
$241K +$251K +13,193 New
CFGS
41
Concourse Financial Group Securities
Alabama
$238K +$5.43K +285 +2%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$228K -$5.39K -283 -2%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$228K +$238K +12,500 New
CS
44
Credit Suisse
Switzerland
$223K -$11.3K -591 -5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$221K -$68.2K -3,583 -23%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$203K +$212K +11,121 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$196K +$10.1K +530 +5%
MGIA
48
Moneta Group Investment Advisors
Missouri
$193K – – –
Legal & General Group
49
Legal & General Group
United Kingdom
$193K +$40K +2,100 +25%
UBS Group
50
UBS Group
Switzerland
$172K -$7.54K -396 -4%
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HBT Hedge Fund Activity: Q3 2023 in Review

73 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q3 2023, worth a combined $138M — down 2.9% from $142M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HBT positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.25M. The largest seller was Banc Funds Company, cutting an estimated $4.18M.

  • 73 institutional investors held HBT Financial (HBT) as of Q3 2023, up from 70 in Q2 2023.
  • Funds reported $138M of HBT Financial stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 6 funds opened new HBT Financial positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest HBT Financial buyer in Q3 2023 was Charles Schwab, an estimated $1.25M added.
  • The largest HBT Financial seller in Q3 2023 was Banc Funds Company, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2023.