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SB Financial Group
SBFG

36 hedge funds and large institutions have $50.2M invested in SB Financial Group in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

0.04% less ownership

Funds ownership: 49.66% → 49.62% (-0.04%)

5% less funds holding

Funds holding: 38 → 36 (-2)

9% less capital invested

Capital invested by funds: $55.2M → $50.2M (-$5.05M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
+$2.06M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$2.05M
3
EC
EJF Capital
Virginia
+$1.77M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$1.11M
5
CCM
Cutler Capital Management
Massachusetts
+$764K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$3.52M
2
JAM
Jacobs Asset Management
New York
-$2.64M
3
JC
JCSD Capital
California
-$1.04M
4
BFC
Banc Funds Company
Illinois
-$883K
5
SC
Southside Capital
Florida
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$123K +$7.67K +456 +6%
LSV Asset Management
27
LSV Asset Management
Illinois
$105K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$41K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$30K – – –
ASN
30
Advisory Services Network
Georgia
$26K +$27.9K +1,657 New
PAM
31
Panagora Asset Management
Massachusetts
$15K -$874 -52 -5%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$8K +$8.96K +533 New
DA
33
Denali Advisors
California
$2K +$2.2K +131 New
TRCT
34
Tower Research Capital (TRC)
New York
$1K -$1.18K -70 -50%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1K – – –
Morgan Stanley
36
Morgan Stanley
New York
$1K +$1.36K +81 +579%
MCM
37
Maltese Capital Management
New York
– -$3.52M -204,910 Closed
JAM
38
Jacobs Asset Management
New York
– -$2.64M -154,000 Closed
SC
39
Southside Capital
Florida
– -$474K -27,640 Closed
UBS Group
40
UBS Group
Switzerland
– -$38K -2,204 Closed
1
2

SBFG Hedge Fund Activity: Q2 2019 in Review

36 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2019, worth a combined $50.2M — down 9.2% from $55.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SBFG and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 14 added.

The largest buyer was Stieven Capital Advisors, adding an estimated $2.06M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $3.52M sold.

  • 36 institutional investors held SB Financial Group (SBFG) as of Q2 2019, down from 38 in Q1 2019.
  • Funds reported $50.2M of SB Financial Group stock for Q2 2019, down 9.2% quarter-over-quarter.
  • 4 funds opened new SB Financial Group positions in Q2 2019 and 6 closed out, a net change of -2 holders.
  • The largest SB Financial Group buyer in Q2 2019 was Stieven Capital Advisors, an estimated $2.06M added.
  • The largest SB Financial Group seller in Q2 2019 was Maltese Capital Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2019.