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HBT Financial
HBT

76 hedge funds and large institutions have $160M invested in HBT Financial in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,250% more call options, than puts

Call options by funds: $227K | Put options by funds: $2K

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

16% more capital invested

Capital invested by funds: $138M → $160M (+$21.9M)

4% more funds holding

Funds holding: 73 → 76 (+3)

0.14% more ownership

Funds ownership: 23.78% → 23.92% (+0.14%)

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
20
Closed
3
Calls
$227K
Puts
$2K
Net Calls
+$225K
Net Calls Change
+$225K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.76M
2
Morgan Stanley
Morgan Stanley
New York
+$1.47M
3
Millennium Management
Millennium Management
New York
+$1.05M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$934K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$919K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.41M
2
BFC
Banc Funds Company
Illinois
-$2.31M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$1.54M
4
RA
Royce & Associates
New York
-$449K
5
Goldman Sachs
Goldman Sachs
New York
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$37.9M +$1.76M +91,406 +5%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$14.6M -$1.54M -80,131 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.1M +$82.5K +4,292 +0.7%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M -$4.41M -229,627 -28%
RA
5
Royce & Associates
New York
$10.8M -$449K -23,389 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.58M -$6.4K -333 -0.1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.54M +$934K +48,614 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.01M +$194K +10,091 +4%
BFC
9
Banc Funds Company
Illinois
$6.01M -$2.31M -120,416 -30%
State Street
10
State Street
Massachusetts
$5.2M +$19.3K +1,006 +0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.5M +$497K +25,874 +18%
Northern Trust
12
Northern Trust
Illinois
$2.55M +$98.2K +5,114 +4%
Morgan Stanley
13
Morgan Stanley
New York
$2.5M +$1.47M +76,394 +183%
SCP
14
Siena Capital Partners
Illinois
$2.27M – – –
American Century Companies
15
American Century Companies
Missouri
$2.23M +$207K +10,790 +11%
Charles Schwab
16
Charles Schwab
California
$2.15M -$4.78K -249 -0.2%
HBT
17
Heartland Bank & Trust
Illinois
$1.83M – – –
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.7M – – –
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$1.42M +$373K +19,440 +41%
Barclays
20
Barclays
United Kingdom
$1.18M +$268K +13,940 +33%
Millennium Management
21
Millennium Management
New York
$1.16M +$1.05M +54,798 New
First Trust Advisors
22
First Trust Advisors
Illinois
$1.1M +$119K +6,212 +14%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.01M +$919K +47,840 New
Russell Investments Group
24
Russell Investments Group
United Kingdom
$972K – – –
Stifel Financial
25
Stifel Financial
Missouri
$958K -$1.92K -100 -0.2%
1
2 3 4

HBT Hedge Fund Activity: Q4 2023 in Review

76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q4 2023, worth a combined $160M — up 16% from $138M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HBT positions and 3 closed out — a net gain of 3 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $1.76M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $4.41M.

  • 76 institutional investors held HBT Financial (HBT) as of Q4 2023, up from 73 in Q3 2023.
  • Funds reported $160M of HBT Financial stock for Q4 2023, up 16% quarter-over-quarter.
  • 6 funds opened new HBT Financial positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest HBT Financial buyer in Q4 2023 was BlackRock, an estimated $1.76M added.
  • The largest HBT Financial seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $4.41M sold.

Based on aggregated 13F filings for Q4 2023.