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SBC

SBC Medical Group
SBC

38 hedge funds and large institutions have $106M invested in SBC Medical Group in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1.14% more ownership

Funds ownership: 82.48% → 83.62% (+1.1%)

4% more capital invested

Capital invested by funds: $103M → $106M (+$3.66M)

16% less funds holding

Funds holding: 45 → 38 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
38
Holders Change
-7
Holders Change %
-15.56%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
6
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PC
Periscope Capital
Ontario, Canada
+$7.49M
2
AC
Aristeia Capital
Connecticut
+$6.61M
3
WCMNY
Westchester Capital Management (New York)
New York
+$4.8M
4
RL
RPO LLC
Connecticut
+$4.41M
5
GCL
Glazer Capital LLC
New York
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.35M
2
TCA
Taconic Capital Advisors
New York
-$3.72M
3
SIA
Schechter Investment Advisors
Michigan
-$3.66M
4
WAM
Weiss Asset Management
Massachusetts
-$3.38M
5
SRCM
Sage Rock Capital Management
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
51
Sage Mountain Advisors
Georgia
– -$117K -11,500 Closed
CS
52
Clear Street
New York
– -$29K -2,820 Closed
1 2
3

SBC Hedge Fund Activity: Q1 2023 in Review

38 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in SBC Medical Group (SBC) for Q1 2023, worth a combined $106M — up 3.6% from $103M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SBC and 7 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Periscope Capital, adding an estimated $7.49M. The largest seller was Bank of Montreal, exiting entirely with an estimated $4.35M sold.

  • 38 institutional investors held SBC Medical Group (SBC) as of Q1 2023, down from 45 in Q4 2022.
  • Funds reported $106M of SBC Medical Group stock for Q1 2023, up 3.6% quarter-over-quarter.
  • 7 funds opened new SBC Medical Group positions in Q1 2023 and 14 closed out, a net change of -7 holders.
  • The largest SBC Medical Group buyer in Q1 2023 was Periscope Capital, an estimated $7.49M added.
  • The largest SBC Medical Group seller in Q1 2023 was Bank of Montreal, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2023.