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SB Financial Group
SBFG

39 hedge funds and large institutions have $59.4M invested in SB Financial Group in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 38 → 39 (+1)

2% more capital invested

Capital invested by funds: $58.4M → $59.4M (+$961K)

0.62% more ownership

Funds ownership: 46.51% → 47.13% (+0.62%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Cutler Capital Management
Massachusetts
+$1.42M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$145K
3
JC
JCSD Capital
California
+$74.9K
4
FCM
FJ Capital Management
Virginia
+$52.4K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$37.5K

Top Sellers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
-$449K
2
Deutsche Bank
Deutsche Bank
Germany
-$151K
3
Renaissance Technologies
Renaissance Technologies
New York
-$151K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$95.1K
5
ZIM
ZPR Investment Management
Florida
-$72.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
26
Huntington National Bank
Ohio
$153K – – –
Wells Fargo
27
Wells Fargo
California
$131K +$173 +9 +0.1%
LSV Asset Management
28
LSV Asset Management
Illinois
$130K – – –
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$130K +$12.8K +667 +11%
BlackRock
30
BlackRock
New York
$127K – – –
Morgan Stanley
31
Morgan Stanley
New York
$98K -$3.34K -174 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$51K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$38K +$19.1K +997 +102%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$37K – – –
PAM
35
Panagora Asset Management
Massachusetts
$14K +$14.1K +735 New
TRCT
36
Tower Research Capital (TRC)
New York
$11K +$9.32K +486 +631%
Bank of America
37
Bank of America
North Carolina
$5K +$3.4K +177 +179%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1K +$1.07K +56 New
AG
39
Advisor Group
Arizona
– -$50K -2,574 Closed
UBS Group
40
UBS Group
Switzerland
– -$41K -2,100 Closed
Barclays
41
Barclays
United Kingdom
– +$115 +6 New
1
2

SBFG Hedge Fund Activity: Q3 2018 in Review

39 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2018, worth a combined $59.4M — up 1.6% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SBFG positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Cutler Capital Management, adding an estimated $1.42M. The largest seller was Gendell Jeffrey L, cutting an estimated $449K.

  • 39 institutional investors held SB Financial Group (SBFG) as of Q3 2018, up from 38 in Q2 2018.
  • Funds reported $59.4M of SB Financial Group stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q3 2018 and 2 closed out, a net change of +1 holder.
  • The largest SB Financial Group buyer in Q3 2018 was Cutler Capital Management, an estimated $1.42M added.
  • The largest SB Financial Group seller in Q3 2018 was Gendell Jeffrey L, an estimated $449K sold.

Based on aggregated 13F filings for Q3 2018.