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SB Financial Group
SBFG

Overview Fund Activity

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
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

1
CCM
Cutler Capital Management
Massachusetts
+$1.43M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$147K
3
JC
JCSD Capital
California
+$75.7K
4
FCM
FJ Capital Management
Virginia
+$52.9K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$37.8K

Top Sellers

1
GJL
Gendell Jeffrey L
-$454K
2
Deutsche Bank
Deutsche Bank
Germany
-$153K
3
Renaissance Technologies
Renaissance Technologies
New York
-$153K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$96K
5
ZIM
ZPR Investment Management
Florida
-$73.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
$153K – – –
Wells Fargo
27
Wells Fargo
California
$131K +$176 +9 +0.1%
LSV Asset Management
28
LSV Asset Management
Illinois
$130K – – –
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$130K +$12.9K +667 +11%
BlackRock
30
BlackRock
New York
$127K – – –
Morgan Stanley
31
Morgan Stanley
New York
$98K -$3.36K -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 +$19.2K +997 +102%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$37K – – –
PAM
35
Panagora Asset Management
Massachusetts
$14K +$14K +735 New
TRCT
36
Tower Research Capital (TRC)
New York
$11K +$9.5K +486 +631%
Bank of America
37
Bank of America
North Carolina
$5K +$3.21K +177 +179%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1K +$1K +56 New
AG
39
Advisor Group
Arizona
– -$50K -2,574 Closed
UBS Group
40
UBS Group
Switzerland
– -$41K -2,100 Closed
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