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HBT Financial

67 hedge funds and large institutions have $137M invested in HBT Financial in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

12% more capital invested

Capital invested by funds: $123M → $137M (+$14.1M)

6% more funds holding

Funds holding: 6367 (+4)

0.34% less ownership

Funds ownership: 29.53%29.19% (-0.34%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.6M +$953K +58,712 +5%
BFC
2
Banc Funds Company
Illinois
$21.1M +$5.27M +324,623 +36%
RA
3
Royce & Associates
New York
$13M +$2.9M +178,848 +31%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.5M +$1.09M +67,401 +10%
ECA
5
Endeavour Capital Advisors
Connecticut
$7.84M -$1.16M -71,473 -14%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$7.7M +$1.26M +77,753 +21%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.97M -$296K -18,274 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.69M +$4.62M +284,708 +597%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.75M +$48K +2,960 +2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$2.61M -$1.07M -65,912 -30%
State Street
11
State Street
Massachusetts
$2.58M -$363K -22,379 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.5M -$76.2K -4,699 -3%
Northern Trust
13
Northern Trust
Illinois
$2.1M +$128K +7,920 +7%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.09M +$602K +37,100 +44%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.06M -$135K -8,300 -6%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$1.52M +$403K +24,819 +39%
HBT
17
Heartland Bank & Trust
Illinois
$1.48M
American Century Companies
18
American Century Companies
Missouri
$1.43M +$77.4K +4,772 +6%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.3M +$252K +15,548 +26%
Charles Schwab
20
Charles Schwab
California
$1.16M +$35.8K +2,205 +3%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.15M -$9.95K -613 -0.9%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.06M +$204K +12,600 +26%
Stifel Financial
23
Stifel Financial
Missouri
$1.04M
Morgan Stanley
24
Morgan Stanley
New York
$976K +$343K +21,127 +59%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$907K +$682K +42,025 +383%

HBT Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2021, worth a combined $137M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HBT positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $5.27M. The largest seller was Fidelity Investments, exiting entirely with an estimated $10.9M sold.

  • 67 institutional investors held HBT Financial (HBT) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $137M of HBT Financial stock for Q1 2021, up 12% quarter-over-quarter.
  • 8 funds opened new HBT Financial positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest HBT Financial buyer in Q1 2021 was Banc Funds Company, an estimated $5.27M added.
  • The largest HBT Financial seller in Q1 2021 was Fidelity Investments, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2021.