We are live on ! Find out more
HBT icon

HBT Financial

60 hedge funds and large institutions have $126M invested in HBT Financial in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $118M → $126M (+$8.05M)

1.61% less ownership

Funds ownership: 27.79%26.17% (-1.6%)

3% less funds holding

Funds holding: 6260 (-2)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$23.1M +$19.8K +1,100 +0.1%
BlackRock
2
BlackRock
New York
$22.3M -$234K -12,960 -1%
RA
3
Royce & Associates
New York
$15.6M +$304K +16,856 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M +$3.15M +174,768 +48%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$8.28M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.58M -$68.5K -3,800 -0.9%
BCM
7
Basswood Capital Management
New York
$5.07M +$3.8M +210,724 +351%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.19M +$109K +6,057 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.94M +$98.6K +5,467 +4%
State Street
10
State Street
Massachusetts
$2.93M +$10.1K +561 +0.4%
JP Morgan Chase
11
JP Morgan Chase
New York
$2M +$546K +30,279 +40%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.73M +$171K +9,466 +11%
Northern Trust
13
Northern Trust
Illinois
$1.63M +$11.7K +647 +0.8%
HBT
14
Heartland Bank & Trust
Illinois
$1.62M
American Century Companies
15
American Century Companies
Missouri
$1.61M -$169K -9,377 -10%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$1.5M -$29.3K -1,625 -2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.37M -$696K -38,612 -34%
Stifel Financial
18
Stifel Financial
Missouri
$1.14M
Morgan Stanley
19
Morgan Stanley
New York
$1.04M -$225K -12,483 -18%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$887K -$112K -6,206 -12%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$774K
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$724K +$697K +38,672 New
PPA
23
Parametric Portfolio Associates
Washington
$683K +$166K +9,214 +34%
PAM
24
Panagora Asset Management
Massachusetts
$672K
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$640K -$36.5K -2,024 -6%

HBT Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q4 2021, worth a combined $126M — up 6.8% from $118M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HBT and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Basswood Capital Management, adding an estimated $3.8M. The largest seller was Endeavour Capital Advisors, exiting entirely with an estimated $3.25M sold.

  • 60 institutional investors held HBT Financial (HBT) as of Q4 2021, down from 62 in Q3 2021.
  • Funds reported $126M of HBT Financial stock for Q4 2021, up 6.8% quarter-over-quarter.
  • 5 funds opened new HBT Financial positions in Q4 2021 and 7 closed out, a net change of -2 holders.
  • The largest HBT Financial buyer in Q4 2021 was Basswood Capital Management, an estimated $3.8M added.
  • The largest HBT Financial seller in Q4 2021 was Endeavour Capital Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2021.