HBT Financial
62 hedge funds and large institutions have $137M invested in HBT Financial in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $126M → $137M (+$11.3M)
3% more funds holding
Funds holding: 60 → 62 (+2)
0.11% less ownership
Funds ownership: 26.17% → 26.07% (-0.11%)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$966K |
| 2 |
Barclays
London,
United Kingdom
|
+$732K |
| 3 |
GC
Globeflex Capital
San Diego,
California
|
+$391K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$370K |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$888K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$529K |
| 3 |
BlackRock
New York
|
-$487K |
| 4 |
IA
IndexIQ Advisors
New York
|
-$462K |
| 5 |
RA
Royce & Associates
New York
|
-$458K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Canada Life
Winnipeg,
Manitoba, Canada
| $23K | +$15K | +787 | +175% |
|
|
AB
52
Amalgamated Bank
New York
| $22K | +$23.3K | +1,224 | New |
|
|
AF
53
Amalgamated Financial
New York
| $22K | +$23.3K | +1,224 | New |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $20K | +$9.04K | +475 | +70% |
|
55
Legal & General Group
London,
United Kingdom
| $15K | – | – | – |
|
|
AIP
56
Ameritas Investment Partners
Lincoln,
Nebraska
| $14K | – | – | – |
|
57
Citigroup
New York
| $8K | -$43.7K | -2,296 | -84% |
|
58
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $8K | – | – | – |
|
|
IA
59
IFP Advisors
Tampa,
Florida
| $2K | +$1.98K | +104 | New |
|
60
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$247 | +13 | +21% |
|
61
Fidelity Investments
Boston,
Massachusetts
| $1K | +$1.14K | +60 | New |
|
|
IA
62
IndexIQ Advisors
New York
| – | -$462K | -24,667 | Closed |
|
63
Invesco
Atlanta,
Georgia
| – | -$400K | -21,355 | Closed |
|
|
ZCM
64
Zebra Capital Management
Stamford,
Connecticut
| – | -$248K | -13,252 | Closed |
|
65
Lazard Asset Management
New York
| – | -$25K | -1,358 | Closed |
|
HBT Hedge Fund Activity: Q1 2022 in Review
62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2022, worth a combined $137M — up 8.9% from $126M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HBT positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was Basswood Capital Management, adding an estimated $966K. The largest seller was AllianceBernstein, cutting an estimated $888K.
- 62 institutional investors held HBT Financial (HBT) as of Q1 2022, up from 60 in Q4 2021.
- Funds reported $137M of HBT Financial stock for Q1 2022, up 8.9% quarter-over-quarter.
- 7 funds opened new HBT Financial positions in Q1 2022 and 5 closed out, a net change of +2 holders.
- The largest HBT Financial buyer in Q1 2022 was Basswood Capital Management, an estimated $966K added.
- The largest HBT Financial seller in Q1 2022 was AllianceBernstein, an estimated $888K sold.
Based on aggregated 13F filings for Q1 2022.