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SB Financial Group
SBFG

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

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

62% more capital invested

Capital invested by funds: $39.9M → $64.6M (+$24.8M)

37% more funds holding

Funds holding: 38 → 52 (+14)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

5.1% more ownership

Funds ownership: 48.17% → 53.27% (+5.1%)

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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.29M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$1.21M
3
State Street
State Street
Massachusetts
+$1.16M
4
Northern Trust
Northern Trust
Illinois
+$1.02M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$702K

Top Sellers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
-$1.94M
2
FL
Fourthstone LLC
Missouri
-$1.08M
3
KCM
Kennedy Capital Management
Missouri
-$494K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$476K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$180K -$76.2K -5,290 -32%
Bank of America
27
Bank of America
North Carolina
$179K +$39.9K +2,774 +32%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$178K +$162K +11,242 New
HNB
29
Huntington National Bank
Ohio
$116K – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$109K +$98.7K +6,855 New
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$108K +$98.3K +6,825 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$91K – – –
AIG
33
American International Group
New York
$72K +$65.7K +4,560 New
EWM
34
Endurance Wealth Management
Rhode Island
$66K +$60.2K +4,180 New
Barclays
35
Barclays
United Kingdom
$64K +$58.5K +4,060 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$57K -$463K -32,126 -90%
LSV Asset Management
37
LSV Asset Management
Illinois
$54K – – –
Deutsche Bank
38
Deutsche Bank
Germany
$54K +$49.4K +3,432 New
UBS Group
39
UBS Group
Switzerland
$43K +$26.3K +1,830 +204%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$30K – – –
SO
41
STRS Ohio
Ohio
$29K +$27.2K +1,890 New
Citigroup
42
Citigroup
New York
$15K +$12.5K +867 +1,112%
Legal & General Group
43
Legal & General Group
United Kingdom
$15K +$13.6K +944 New
IA
44
IFP Advisors
Florida
$11K +$9.56K +664 New
AIP
45
Ameritas Investment Partners
Nebraska
$10K +$9.47K +658 New
CFGS
46
Concourse Financial Group Securities
Alabama
$8K – – –
Russell Investments Group
47
Russell Investments Group
United Kingdom
$8K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$8K +$8.84K +614 New
Osaic Holdings
49
Osaic Holdings
Arizona
$5K – – –
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$4.42K +$4.02K +279 New
1
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SBFG Hedge Fund Activity: Q2 2020 in Review

52 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2020, worth a combined $64.6M — up 62% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBFG positions and 4 closed out — a net gain of 14 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $4.29M. The largest seller was Stieven Capital Advisors, cutting an estimated $1.94M.

  • 52 institutional investors held SB Financial Group (SBFG) as of Q2 2020, up from 38 in Q1 2020.
  • Funds reported $64.6M of SB Financial Group stock for Q2 2020, up 62% quarter-over-quarter.
  • 18 funds opened new SB Financial Group positions in Q2 2020 and 4 closed out, a net change of +14 holders.
  • The largest SB Financial Group buyer in Q2 2020 was BlackRock, an estimated $4.29M added.
  • The largest SB Financial Group seller in Q2 2020 was Stieven Capital Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2020.