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HBT Financial

77 hedge funds and large institutions have $146M invested in HBT Financial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,950% more call options, than puts

Call options by funds: $161K | Put options by funds: $2K

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 7677 (+1)

0.35% more ownership

Funds ownership: 23.92%24.26% (+0.35%)

9% less capital invested

Capital invested by funds: $160M → $146M (-$13.9M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
29
Closed
6
Calls
$161K
Puts
$2K
Net Calls
+$159K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.8M -$448K -22,986 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.9M +$101K +5,183 +0.8%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$11M -$2.2M -112,856 -16%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6M -$381K -19,557 -3%
RA
5
Royce & Associates
New York
$9.93M +$229K +11,731 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.24M +$447K +22,969 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.54M -$299K -15,326 -4%
CA
8
Cetera Advisors
Colorado
$6.5M +$6.65M +341,220 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.71M +$291K +14,959 +5%
State Street
10
State Street
Massachusetts
$4.74M +$51.9K +2,662 +1%
SCP
11
Siena Capital Partners
Illinois
$3.47M +$1.46M +74,986 +70%
BFC
12
Banc Funds Company
Illinois
$3.13M -$2.34M -120,142 -42%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.01M -$151K -7,730 -5%
Northern Trust
14
Northern Trust
Illinois
$2.24M -$60K -3,081 -3%
American Century Companies
15
American Century Companies
Missouri
$2.17M +$157K +8,080 +8%
Charles Schwab
16
Charles Schwab
California
$1.96M +$21K +1,080 +1%
HBT
17
Heartland Bank & Trust
Illinois
$1.65M
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.53M
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$1.27M -$6.23K -320 -0.5%
Millennium Management
20
Millennium Management
New York
$1.04M -$2.67K -137 -0.3%
First Trust Advisors
21
First Trust Advisors
Illinois
$997K +$4.71K +242 +0.5%
Morgan Stanley
22
Morgan Stanley
New York
$936K -$1.34M -69,035 -58%
Barclays
23
Barclays
United Kingdom
$900K -$172K -8,823 -16%
Stifel Financial
24
Stifel Financial
Missouri
$864K
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$778K -$135K -6,953 -15%

HBT Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2024, worth a combined $146M — down 8.7% from $160M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HBT positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $6.65M. The largest seller was Banc Funds Company, cutting an estimated $2.34M.

  • 77 institutional investors held HBT Financial (HBT) as of Q1 2024, up from 76 in Q4 2023.
  • Funds reported $146M of HBT Financial stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 7 funds opened new HBT Financial positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest HBT Financial buyer in Q1 2024 was Cetera Advisors, an estimated $6.65M added.
  • The largest HBT Financial seller in Q1 2024 was Banc Funds Company, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2024.