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HBT Financial

70 hedge funds and large institutions have $142M invested in HBT Financial in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

6% more funds holding

Funds holding: 6670 (+4)

0.4% less ownership

Funds ownership: 24.48%24.08% (-0.4%)

8% less capital invested

Capital invested by funds: $155M → $142M (-$12.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
27
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.9M +$5.79M +316,042 +22%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M -$153K -8,338 -1%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$14.3M +$747K +40,791 +6%
BFC
4
Banc Funds Company
Illinois
$11.5M -$3.17M -173,262 -22%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.3M -$4.82M -263,318 -30%
RA
6
Royce & Associates
New York
$10.3M -$1.66M -90,834 -14%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.81M -$244K -13,310 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.92M +$53.8K +2,941 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.91M +$973K +53,138 +25%
State Street
10
State Street
Massachusetts
$4.53M +$732K +39,957 +19%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.59M -$11.3K -617 -0.4%
Northern Trust
12
Northern Trust
Illinois
$2.12M +$230K +12,586 +12%
SCP
13
Siena Capital Partners
Illinois
$1.98M
American Century Companies
14
American Century Companies
Missouri
$1.67M +$271K +14,784 +20%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.65M -$687K -37,518 -30%
HBT
16
Heartland Bank & Trust
Illinois
$1.6M
Stifel Financial
17
Stifel Financial
Missouri
$1.45M +$109K +5,934 +8%
Goldman Sachs
18
Goldman Sachs
New York
$962K +$116K +6,320 +14%
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$925K +$18.3K +1,000 +2%
Morgan Stanley
20
Morgan Stanley
New York
$873K +$25.2K +1,375 +3%
Barclays
21
Barclays
United Kingdom
$785K -$17K -930 -2%
Charles Schwab
22
Charles Schwab
California
$673K +$62.2K +3,397 +10%
ZIM
23
Zacks Investment Management
Illinois
$607K +$233K +12,744 +63%
Swiss National Bank
24
Swiss National Bank
Switzerland
$581K +$196K +10,700 +51%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$553K +$2.53K +138 +0.5%

HBT Hedge Fund Activity: Q2 2023 in Review

70 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q2 2023, worth a combined $142M — down 8.3% from $155M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HBT positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $5.79M. The largest seller was Vanguard Group, cutting an estimated $4.82M.

  • 70 institutional investors held HBT Financial (HBT) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $142M of HBT Financial stock for Q2 2023, down 8.3% quarter-over-quarter.
  • 10 funds opened new HBT Financial positions in Q2 2023 and 6 closed out, a net change of +4 holders.
  • The largest HBT Financial buyer in Q2 2023 was BlackRock, an estimated $5.79M added.
  • The largest HBT Financial seller in Q2 2023 was Vanguard Group, an estimated $4.82M sold.

Based on aggregated 13F filings for Q2 2023.