SB Financial Group
SBFG
35 hedge funds and large institutions have $49.6M invested in SB Financial Group in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
166% more capital invested
Capital invested by funds: $18.6M → $49.6M (+$31M)
40% more funds holding
Funds holding: 25 → 35 (+10)
21.3% more ownership
Funds ownership: 22.08% → 43.38% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
+$9.75M |
| 2 |
JC
JCSD Capital
Walnut Creek,
California
|
+$3.4M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$3.37M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$3.18M |
| 5 |
JAM
Jacobs Asset Management
New York
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$2.62M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$286K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$283K |
| 4 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$194K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$37.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $109K | – | – | – |
|
27
Morgan Stanley
New York
| $104K | +$13.9K | +784 | +15% |
|
|
OSAM
28
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $78K | +$78.8K | +4,454 | New |
|
|
29
UBS Group
Zurich,
Switzerland
| $37K | -$37.1K | -2,100 | -50% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $33K | – | – | – |
|
31
JP Morgan Chase
New York
| $25K | +$24.9K | +1,408 | New |
|
32
Wells Fargo
San Francisco,
California
| $12K | +$18 | +1 | +0.1% |
|
33
Bank of America
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
SWM
34
SeaCrest Wealth Management
Purchase,
New York
| – | -$283K | -16,065 | Closed |
|
|
PAM
35
Panagora Asset Management
Boston,
Massachusetts
| – | -$15K | -864 | Closed |
|
36
SEI Investments
Oaks,
Pennsylvania
| – | -$9K | -525 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | +$354 | +20 | New |
|
SBFG Hedge Fund Activity: Q1 2018 in Review
35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2018, worth a combined $49.6M — up 166% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SBFG positions and 3 closed out — a net gain of 10 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was EJF Capital, opening a new position worth an estimated $9.75M. The largest seller was Gendell Jeffrey L, cutting an estimated $2.62M.
- 35 institutional investors held SB Financial Group (SBFG) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $49.6M of SB Financial Group stock for Q1 2018, up 166% quarter-over-quarter.
- 13 funds opened new SB Financial Group positions in Q1 2018 and 3 closed out, a net change of +10 holders.
- The largest SB Financial Group buyer in Q1 2018 was EJF Capital, an estimated $9.75M added.
- The largest SB Financial Group seller in Q1 2018 was Gendell Jeffrey L, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2018.