SB Financial Group
SBFG
25 hedge funds and large institutions have $18.6M invested in SB Financial Group in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
3% more capital invested
Capital invested by funds: $18.1M → $18.6M (+$507K)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.01% less ownership
Funds ownership: 23.09% → 22.08% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$889K |
| 2 |
Renaissance Technologies
New York
|
+$222K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$172K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$120K |
| 5 |
BlackRock
New York
|
+$74.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.43M |
| 2 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$204K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$43K |
| 4 |
Morgan Stanley
New York
|
-$19.2K |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$11.9K |
SBFG Hedge Fund Activity: Q4 2017 in Review
25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2017, worth a combined $18.6M — up 2.8% from $18.1M a quarter earlier.
Fund positioning in SBFG was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 4 trimmed.
The largest buyer was ZPR Investment Management, opening a new position worth an estimated $889K. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.43M sold.
- 25 institutional investors held SB Financial Group (SBFG) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $18.6M of SB Financial Group stock for Q4 2017, up 2.8% quarter-over-quarter.
- 2 funds opened new SB Financial Group positions in Q4 2017 and 2 closed out, a net change of 0 holders.
- The largest SB Financial Group buyer in Q4 2017 was ZPR Investment Management, an estimated $889K added.
- The largest SB Financial Group seller in Q4 2017 was Wellington Management Group, an estimated $2.43M sold.
Based on aggregated 13F filings for Q4 2017.