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HBT Financial
HBT

66 hedge funds and large institutions have $155M invested in HBT Financial in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $142M → $155M (+$13.4M)

1.27% less ownership

Funds ownership: 25.74% → 24.48% (-1.3%)

3% less funds holding

Funds holding: 68 → 66 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
34
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.29M
2
BlackRock
BlackRock
New York
+$4.18M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$3.02M
4
SCP
Siena Capital Partners
Illinois
+$2.24M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$3.48M
2
BFC
Banc Funds Company
Illinois
-$3.42M
3
RA
Royce & Associates
New York
-$2.34M
4
Millennium Management
Millennium Management
New York
-$801K
5
Morgan Stanley
Morgan Stanley
New York
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$27.9M +$4.18M +200,141 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.3M +$6.29M +300,987 +52%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.7M -$323K -15,454 -2%
BFC
4
Banc Funds Company
Illinois
$15.7M -$3.42M -163,520 -17%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$14.5M +$3.02M +144,569 +25%
RA
6
Royce & Associates
New York
$12.8M -$2.34M -112,190 -15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.55M +$3.13K +150 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.2M +$1.4M +67,026 +34%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.2M +$1.16M +55,306 +35%
State Street
10
State Street
Massachusetts
$4.06M +$372K +17,819 +9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.78M +$106K +5,082 +4%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.51M -$155K -7,429 -6%
SCP
13
Siena Capital Partners
Illinois
$2.12M +$2.24M +107,345 New
Northern Trust
14
Northern Trust
Illinois
$2.02M +$374K +17,903 +21%
HBT
15
Heartland Bank & Trust
Illinois
$1.71M – – –
American Century Companies
16
American Century Companies
Missouri
$1.49M +$658K +31,504 +71%
Stifel Financial
17
Stifel Financial
Missouri
$1.43M +$248K +11,886 +20%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.26M -$18.6K -892 -1%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$1.05M +$400K +19,137 +56%
PAM
20
Panagora Asset Management
Massachusetts
$998K +$15.1K +724 +1%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$969K -$25.9K -1,240 -2%
Morgan Stanley
22
Morgan Stanley
New York
$907K -$593K -28,391 -38%
Goldman Sachs
23
Goldman Sachs
New York
$904K +$315K +15,082 +49%
Barclays
24
Barclays
United Kingdom
$857K +$72.5K +3,468 +9%
Charles Schwab
25
Charles Schwab
California
$653K +$119K +5,681 +21%
1
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HBT Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2023, worth a combined $155M — up 9.5% from $142M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HBT and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 34 added.

The largest buyer was Vanguard Group, adding an estimated $6.29M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $3.48M sold.

  • 66 institutional investors held HBT Financial (HBT) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $155M of HBT Financial stock for Q1 2023, up 9.5% quarter-over-quarter.
  • 6 funds opened new HBT Financial positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest HBT Financial buyer in Q1 2023 was Vanguard Group, an estimated $6.29M added.
  • The largest HBT Financial seller in Q1 2023 was Basswood Capital Management, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2023.