We are live on ! Find out more
HBT icon

HBT Financial
HBT

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$1.25M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$877K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$813K
4
First Trust Advisors
First Trust Advisors
Illinois
+$631K
5
Two Sigma Investments
Two Sigma Investments
New York
+$251K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$4.18M
2
Stifel Financial
Stifel Financial
Missouri
-$630K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$605K
4
BlackRock
BlackRock
New York
-$515K
5
RA
Royce & Associates
New York
-$511K
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
76
Avion Wealth
Texas
– +$533 +28 New
1 2 3
4

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.