HBT Financial
77 hedge funds and large institutions have $146M invested in HBT Financial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 6 closing their positions.
7,950% more call options, than puts
Call options by funds: $161K | Put options by funds: $2K
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 76 → 77 (+1)
0.35% more ownership
Funds ownership: 23.92% → 24.26% (+0.35%)
9% less capital invested
Capital invested by funds: $160M → $146M (-$13.9M)
17% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$6.65M |
| 2 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
+$1.46M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$487K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$447K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.34M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$2.2M |
| 3 |
Morgan Stanley
New York
|
-$1.34M |
| 4 |
BlackRock
New York
|
-$448K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
76
Avior Wealth Management
Omaha,
Nebraska
| $38 | +$39 | +2 | New |
|
77
AllianceBernstein
Nashville,
Tennessee
| – | -$234K | -11,070 | Closed |
|
|
MWP
78
Meredith Wealth Planning
Maryville,
Illinois
| – | -$203K | -9,594 | Closed |
|
79
SG Americas Securities
New York
| – | -$191K | -9,029 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$54.3K | -2,573 | Closed |
|
|
WTG
81
West Tower Group
Richmond,
Virginia
| – | -$36.8K | -1,743 | Closed |
|
82
Osaic Holdings
Scottsdale,
Arizona
| – | -$1.48K | -77 | Closed |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$117 | +6 | New |
|
HBT Hedge Fund Activity: Q1 2024 in Review
77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2024, worth a combined $146M — down 8.7% from $160M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HBT positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 29 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $6.65M. The largest seller was Banc Funds Company, cutting an estimated $2.34M.
- 77 institutional investors held HBT Financial (HBT) as of Q1 2024, up from 76 in Q4 2023.
- Funds reported $146M of HBT Financial stock for Q1 2024, down 8.7% quarter-over-quarter.
- 7 funds opened new HBT Financial positions in Q1 2024 and 6 closed out, a net change of +1 holder.
- The largest HBT Financial buyer in Q1 2024 was Cetera Advisors, an estimated $6.65M added.
- The largest HBT Financial seller in Q1 2024 was Banc Funds Company, an estimated $2.34M sold.
Based on aggregated 13F filings for Q1 2024.