SB Financial Group
SBFG
38 hedge funds and large institutions have $55.2M invested in SB Financial Group in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
10% more capital invested
Capital invested by funds: $50.3M → $55.2M (+$4.93M)
0.32% more ownership
Funds ownership: 49.33% → 49.66% (+0.32%)
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$858K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$374K |
| 3 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$211K |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$89.3K |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
+$74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$419K |
| 2 |
JC
JCSD Capital
Walnut Creek,
California
|
-$380K |
| 3 |
JAM
Jacobs Asset Management
New York
|
-$366K |
| 4 |
Renaissance Technologies
New York
|
-$157K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $152K | +$27.9K | +1,601 | +22% |
|
|
HNB
27
Huntington National Bank
Columbus,
Ohio
| $135K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $127K | +$5.26K | +302 | +4% |
|
29
LSV Asset Management
Chicago,
Illinois
| $115K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $45K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $38K | +$38.4K | +2,204 | New |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $33K | – | – | – |
|
|
PAM
33
Panagora Asset Management
Boston,
Massachusetts
| $17K | – | – | – |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $2K | -$3.08K | -177 | -56% |
|
35
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
|
OSAM
36
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$102K | -6,519 | Closed |
|
37
Bank of America
Charlotte,
North Carolina
| – | -$1.71K | -98 | -88% |
|
38
Morgan Stanley
New York
| – | -$17 | -1 | -7% |
|
SBFG Hedge Fund Activity: Q1 2019 in Review
38 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2019, worth a combined $55.2M — up 9.8% from $50.3M a quarter earlier.
Fund positioning in SBFG was balanced in Q1 2019: 1 fund opened new positions, 1 closed out, 12 added to existing stakes and 9 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $858K. The largest seller was ZPR Investment Management, cutting an estimated $419K.
- 38 institutional investors held SB Financial Group (SBFG) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $55.2M of SB Financial Group stock for Q1 2019, up 9.8% quarter-over-quarter.
- 1 fund opened new SB Financial Group positions in Q1 2019 and 1 closed out, a net change of 0 holders.
- The largest SB Financial Group buyer in Q1 2019 was AllianceBernstein, an estimated $858K added.
- The largest SB Financial Group seller in Q1 2019 was ZPR Investment Management, an estimated $419K sold.
Based on aggregated 13F filings for Q1 2019.