HBT Financial
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$1.25M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$877K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$813K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$631K |
| 5 |
Two Sigma Investments
New York
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$4.18M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$630K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$605K |
| 4 |
BlackRock
New York
|
-$515K |
| 5 |
RA
Royce & Associates
New York
|
-$511K |
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.