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SB Financial Group
SBFG

Overview Fund Activity

52 hedge funds and large institutions have $64.6M invested in SB Financial Group in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+14
Holders Change %
+36.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$4.71M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$1.33M
3
State Street
State Street
Massachusetts
+$1.27M
4
Northern Trust
Northern Trust
Illinois
+$1.13M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$772K

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$2.13M
2
FL
Fourthstone LLC
Missouri
-$1.08M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$523K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$514K
5
KCM
Kennedy Capital Management
Missouri
-$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$180K -$83.9K -5,290 -32%
Bank of America
27
Bank of America
North Carolina
$179K +$43.8K +2,774 +32%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$178K +$178K +11,242 New
HNB
29
Huntington National Bank
Ohio
$116K – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$109K +$109K +6,855 New
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$108K +$108K +6,825 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$91K – – –
AIG
33
American International Group
New York
$72K +$72K +4,560 New
EWM
34
Endurance Wealth Management
Rhode Island
$66K +$66K +4,180 New
Barclays
35
Barclays
United Kingdom
$64K +$64K +4,060 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$57K -$514K -32,126 -90%
LSV Asset Management
37
LSV Asset Management
Illinois
$54K – – –
Deutsche Bank
38
Deutsche Bank
Germany
$54K +$54K +3,432 New
UBS Group
39
UBS Group
Switzerland
$43K +$28.9K +1,830 +204%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$30K – – –
SO
41
STRS Ohio
Ohio
$29K +$29K +1,890 New
Citigroup
42
Citigroup
New York
$15K +$13.8K +867 +1,112%
Legal & General Group
43
Legal & General Group
United Kingdom
$15K +$15K +944 New
IA
44
IFP Advisors
Florida
$11K +$11K +664 New
AIP
45
Ameritas Investment Partners
Nebraska
$10K +$10K +658 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$8K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$8K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$8K +$8K +614 New
Osaic Holdings
49
Osaic Holdings
Arizona
$5K – – –
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$4.42K +$4.42K +279 New
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