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HBT Financial
HBT

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: 66 → 70 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.79M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$973K
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$747K
4
State Street
State Street
Massachusetts
+$732K
5
DA
Denali Advisors
California
+$366K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.82M
2
BFC
Banc Funds Company
Illinois
-$3.17M
3
RA
Royce & Associates
New York
-$1.66M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.05M
5
JP Morgan Chase
JP Morgan Chase
New York
-$896K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$94.3K +$46.8K +2,558 +100%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K – – –
Citigroup
53
Citigroup
New York
$80.6K +$72.7K +3,972 +998%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$79.3K -$73.1K -3,991 -48%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$77.6K +$32.2K +1,761 +72%
GC
56
Globeflex Capital
California
$30.3K -$393K -21,447 -93%
AB
57
Amalgamated Bank
New York
$21K – – –
AIP
58
Ameritas Investment Partners
Nebraska
$14.4K – – –
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$11.9K – – –
RWPA
60
Richard W. Paul & Associates
Michigan
$6.9K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$5.97K -$7.14K -390 -55%
NA
62
NewEdge Advisors
Louisiana
$5.53K – – –
IGWM
63
ICA Group Wealth Management
Colorado
$3.69K +$3.66K +200 New
SOW
64
State of Wyoming
Wyoming
$3.13K +$3.11K +170 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$2.56K -$4.76K -260 -65%
ACM
66
Aquatic Capital Management
Illinois
$2K +$1.83K +100 New
Osaic Holdings
67
Osaic Holdings
Arizona
$645 -$18 -1 -3%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$387 +$384 +21 New
Russell Investments Group
69
Russell Investments Group
United Kingdom
$350 – – –
Assenagon Asset Management
70
Assenagon Asset Management
Luxembourg
– -$1.05M -53,366 Closed
CIC
71
Cornercap Investment Counsel
Georgia
– -$508K -25,784 Closed
Two Sigma Advisers
72
Two Sigma Advisers
New York
– -$252K -12,800 Closed
Lazard Asset Management
73
Lazard Asset Management
New York
– -$31K -1,615 Closed
LC
74
Lindbrook Capital
California
– -$3.65K -185 Closed
Federated Hermes
75
Federated Hermes
Pennsylvania
– -$1.75K -89 Closed
1 2
3
4

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.