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HBT Financial
HBT

77 hedge funds and large institutions have $146M invested in HBT Financial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,950% more call options, than puts

Call options by funds: $161K | Put options by funds: $2K

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 76 → 77 (+1)

0.35% more ownership

Funds ownership: 23.92% → 24.26% (+0.35%)

9% less capital invested

Capital invested by funds: $160M → $146M (-$13.9M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
29
Closed
6
Calls
$161K
Puts
$2K
Net Calls
+$159K
Net Calls Change
-$66K

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$6.65M
2
SCP
Siena Capital Partners
Illinois
+$1.46M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$487K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$447K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$291K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.34M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$2.2M
3
Morgan Stanley
Morgan Stanley
New York
-$1.34M
4
BlackRock
BlackRock
New York
-$448K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$606K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$596K +$157K +8,051 +35%
ZIM
28
Zacks Investment Management
Illinois
$570K – – –
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$553K -$3.56K -183 -0.6%
Swiss National Bank
30
Swiss National Bank
Switzerland
$539K – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$533K +$202K +10,371 +59%
Invesco
32
Invesco
Georgia
$528K +$89.4K +4,591 +20%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$524K -$362K -18,570 -40%
Two Sigma Investments
34
Two Sigma Investments
New York
$505K +$11.5K +590 +2%
GJL
35
Gendell Jeffrey L
$493K – – –
Corient Private Wealth
36
Corient Private Wealth
Florida
$476K +$487K +25,000 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$455K +$7.79K +400 +2%
MAM
38
Martingale Asset Management
Massachusetts
$453K +$19.5K +1,002 +4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$376K +$12.9K +664 +3%
PAM
40
Panagora Asset Management
Massachusetts
$345K -$2.24K -115 -0.6%
DA
41
Denali Advisors
California
$333K – – –
UBS Group
42
UBS Group
Switzerland
$300K -$19K -977 -6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$278K -$59.9K -3,077 -17%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$268K -$14.9K -763 -5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$268K +$37.3K +1,917 +16%
Renaissance Technologies
46
Renaissance Technologies
New York
$249K +$255K +13,100 New
Squarepoint
47
Squarepoint
New York
$239K -$194K -9,947 -44%
CFGS
48
Concourse Financial Group Securities
Alabama
$235K -$9.74K -500 -4%
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$234K -$2.16K -111 -0.9%
CS
50
Credit Suisse
Switzerland
$216K +$14.8K +761 +7%
1
2
3 4

HBT Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2024, worth a combined $146M — down 8.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HBT positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $6.65M. The largest seller was Banc Funds Company, cutting an estimated $2.34M.

  • 77 institutional investors held HBT Financial (HBT) as of Q1 2024, up from 76 in Q4 2023.
  • Funds reported $146M of HBT Financial stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 7 funds opened new HBT Financial positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest HBT Financial buyer in Q1 2024 was Cetera Advisors, an estimated $6.65M added.
  • The largest HBT Financial seller in Q1 2024 was Banc Funds Company, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2024.