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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
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$48.2K +$7.88K +377 +18%
Lazard Asset Management
52
Lazard Asset Management
New York
$31K +$33.8K +1,615 New
AB
53
Amalgamated Bank
New York
$23K -$2.59K -124 -10%
DA
54
Denali Advisors
California
$19.7K +$20.9K +1,000 New
AIP
55
Ameritas Investment Partners
Nebraska
$15.4K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$14K +$7.67K +367 +106%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$12.7K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$7.87K +$5.93K +284 +247%
Citigroup
59
Citigroup
New York
$7.85K +$2.32K +111 +39%
RWPA
60
Richard W. Paul & Associates
Michigan
$7.38K -$21 -1 -0.3%
NA
61
NewEdge Advisors
Louisiana
$5.92K – – –
LC
62
Lindbrook Capital
California
$3.65K +$3.87K +185 New
Federated Hermes
63
Federated Hermes
Pennsylvania
$1.75K +$376 +18 +25%
Osaic Holdings
64
Osaic Holdings
Arizona
$710 -$815 -39 -52%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$375 -$260K -12,464 -100%
BCM
66
Basswood Capital Management
New York
– -$3.48M -177,886 Closed
Millennium Management
67
Millennium Management
New York
– -$801K -40,932 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$518K -26,466 Closed
Renaissance Technologies
69
Renaissance Technologies
New York
– -$299K -15,300 Closed
AllianceBernstein
70
AllianceBernstein
Tennessee
– -$241K -12,300 Closed
Two Sigma Investments
71
Two Sigma Investments
New York
– -$228K -11,639 Closed
CS
72
Credit Suisse
Switzerland
– -$153K -7,834 Closed
IA
73
IFP Advisors
Florida
– -$2K -104 Closed
1 2
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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.