SB Financial Group
SBFG
38 hedge funds and large institutions have $58.4M invested in SB Financial Group in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
18% more capital invested
Capital invested by funds: $49.6M → $58.4M (+$8.8M)
9% more funds holding
Funds holding: 35 → 38 (+3)
3.13% more ownership
Funds ownership: 43.38% → 46.51% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JC
JCSD Capital
Walnut Creek,
California
|
+$872K |
| 2 |
CP
Clover Partners
Dallas,
Texas
|
+$792K |
| 3 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$486K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$419K |
| 5 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$866K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$244K |
| 3 |
JP Morgan Chase
New York
|
-$25K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15.8K |
| 5 |
Morgan Stanley
New York
|
-$12.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
26
Huntington National Bank
Columbus,
Ohio
| $152K | – | – | – |
|
27
LSV Asset Management
Chicago,
Illinois
| $130K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $130K | +$109K | +6,001 | +849% |
|
29
BlackRock
New York
| $127K | +$6.17K | +340 | +5% |
|
|
OSAM
30
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $117K | +$29.2K | +1,608 | +36% |
|
|
31
Morgan Stanley
New York
| $101K | -$12.2K | -674 | -11% |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $51K | +$47.6K | +2,625 | New |
|
|
AG
33
Advisor Group
Phoenix,
Arizona
| $50K | +$46.7K | +2,574 | New |
|
34
UBS Group
Zurich,
Switzerland
| $41K | – | – | – |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $37K | – | – | – |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | +$17.7K | +976 | +48,800% |
|
37
Bank of America
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| $1K | +$1.03K | +57 | +285% |
|
|
39
JP Morgan Chase
New York
| – | -$25K | -1,408 | Closed |
|
SBFG Hedge Fund Activity: Q2 2018 in Review
38 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2018, worth a combined $58.4M — up 18% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SBFG positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was JCSD Capital, adding an estimated $872K. The largest seller was Gendell Jeffrey L, cutting an estimated $866K.
- 38 institutional investors held SB Financial Group (SBFG) as of Q2 2018, up from 35 in Q1 2018.
- Funds reported $58.4M of SB Financial Group stock for Q2 2018, up 18% quarter-over-quarter.
- 4 funds opened new SB Financial Group positions in Q2 2018 and 1 closed out, a net change of +3 holders.
- The largest SB Financial Group buyer in Q2 2018 was JCSD Capital, an estimated $872K added.
- The largest SB Financial Group seller in Q2 2018 was Gendell Jeffrey L, an estimated $866K sold.
Based on aggregated 13F filings for Q2 2018.