We are live on ! Find out more
HBT icon

HBT Financial

64 hedge funds and large institutions have $89.2M invested in HBT Financial in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 6264 (+2)

1.94% less ownership

Funds ownership: 30.92%28.98% (-1.9%)

21% less capital invested

Capital invested by funds: $113M → $89.2M (-$23.6M)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.2M -$63.8K -5,212 -0.4%
BFC
2
Banc Funds Company
Illinois
$8.88M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.97M -$189K -15,460 -2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.26M -$83.8K -6,851 -1%
ECA
5
Endeavour Capital Advisors
Connecticut
$6.56M
MCM
6
Maltese Capital Management
New York
$6.06M -$1.83M -149,399 -22%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$4.96M
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.65M -$13.4K -1,091 -0.3%
RA
9
Royce & Associates
New York
$3.39M +$3.58M +292,866 +3,085%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$3.11M +$948K +77,482 +39%
AllianceBernstein
11
AllianceBernstein
Tennessee
$2.86M -$122K -10,010 -4%
FCM
12
FJ Capital Management
Virginia
$2.02M -$2.64M -216,000 -55%
State Street
13
State Street
Massachusetts
$1.97M -$187K -15,311 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.73M +$63.5K +5,193 +3%
Northern Trust
15
Northern Trust
Illinois
$1.24M -$68.7K -5,610 -5%
MPAM
16
Monarch Partners Asset Management
Massachusetts
$1.02M +$358K +29,240 +48%
Victory Capital Management
17
Victory Capital Management
Texas
$918K -$468K -38,270 -32%
Goldman Sachs
18
Goldman Sachs
New York
$740K -$163K -13,310 -17%
Charles Schwab
19
Charles Schwab
California
$705K +$7.81K +638 +1%
Stifel Financial
20
Stifel Financial
Missouri
$673K
Morgan Stanley
21
Morgan Stanley
New York
$642K -$10.5K -860 -1%
Two Sigma Investments
22
Two Sigma Investments
New York
$635K +$84.9K +6,941 +14%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$625K -$253K -20,690 -27%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$595K
Citadel Advisors
25
Citadel Advisors
Florida
$506K +$105K +8,589 +24%

HBT Hedge Fund Activity: Q3 2020 in Review

64 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q3 2020, worth a combined $89.2M — down 21% from $113M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HBT positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Royce & Associates, adding an estimated $3.58M. The largest seller was Wellington Management Group, cutting an estimated $4.64M.

  • 64 institutional investors held HBT Financial (HBT) as of Q3 2020, up from 62 in Q2 2020.
  • Funds reported $89.2M of HBT Financial stock for Q3 2020, down 21% quarter-over-quarter.
  • 6 funds opened new HBT Financial positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest HBT Financial buyer in Q3 2020 was Royce & Associates, an estimated $3.58M added.
  • The largest HBT Financial seller in Q3 2020 was Wellington Management Group, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2020.