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HBT Financial

62 hedge funds and large institutions have $113M invested in HBT Financial in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

22% more funds holding

Funds holding: 5162 (+11)

20% more capital invested

Capital invested by funds: $94.3M → $113M (+$18.5M)

1.68% less ownership

Funds ownership: 32.6%30.92% (-1.7%)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
26
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.7M +$769K +64,143 +6%
BFC
2
Banc Funds Company
Illinois
$10.6M +$2.49M +207,500 +36%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.67M -$532K -44,357 -6%
MCM
4
Maltese Capital Management
New York
$9.19M +$2.11M +175,800 +34%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M +$26.7K +2,232 +0.3%
ECA
6
Endeavour Capital Advisors
Connecticut
$7.8M -$14.2K -1,186 -0.2%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$5.89M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.57M -$6.58M -548,797 -57%
Vanguard Group
9
Vanguard Group
Pennsylvania
$5.54M +$25.1K +2,098 +0.5%
FCM
10
FJ Capital Management
Virginia
$5.28M -$5.67M -473,000 -54%
AllianceBernstein
11
AllianceBernstein
Tennessee
$3.53M -$115K -9,573 -3%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$2.67M +$1.34M +112,161 +128%
State Street
13
State Street
Massachusetts
$2.55M -$25K -2,083 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.98M +$151K +12,589 +9%
Victory Capital Management
15
Victory Capital Management
Texas
$1.6M -$1.43M -119,736 -50%
Northern Trust
16
Northern Trust
Illinois
$1.55M +$95.2K +7,947 +7%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$1.21M +$104K +8,660 +11%
Goldman Sachs
18
Goldman Sachs
New York
$1.06M +$378K +31,517 +66%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$1.02M +$916K +76,412 New
Charles Schwab
20
Charles Schwab
California
$829K +$63.5K +5,298 +9%
MPAM
21
Monarch Partners Asset Management
Massachusetts
$820K
Stifel Financial
22
Stifel Financial
Missouri
$800K
Morgan Stanley
23
Morgan Stanley
New York
$774K +$34.4K +2,874 +5%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$707K +$300K +25,050 +90%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$682K +$612K +51,098 New

HBT Hedge Fund Activity: Q2 2020 in Review

62 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q2 2020, worth a combined $113M — up 20% from $94.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HBT positions and 3 closed out — a net gain of 12 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $2.49M. The largest seller was Wellington Management Group, cutting an estimated $6.58M.

  • 62 institutional investors held HBT Financial (HBT) as of Q2 2020, up from 51 in Q1 2020.
  • Funds reported $113M of HBT Financial stock for Q2 2020, up 20% quarter-over-quarter.
  • 15 funds opened new HBT Financial positions in Q2 2020 and 3 closed out, a net change of +12 holders.
  • The largest HBT Financial buyer in Q2 2020 was Banc Funds Company, an estimated $2.49M added.
  • The largest HBT Financial seller in Q2 2020 was Wellington Management Group, an estimated $6.58M sold.

Based on aggregated 13F filings for Q2 2020.