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SB Financial Group
SBFG

46 hedge funds and large institutions have $65M invested in SB Financial Group in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $51.5M → $65M (+$13.5M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

2.87% less ownership

Funds ownership: 52.38% → 49.5% (-2.9%)

4% less funds holding

Funds holding: 48 → 46 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$805K
2
State Street
State Street
Massachusetts
+$628K
3
JP Morgan Chase
JP Morgan Chase
New York
+$237K
4
N
Nuveen
North Carolina
+$192K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$109K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$1.8M
2
SCA
Stieven Capital Advisors
Missouri
-$1.78M
3
EC
EJF Capital
Virginia
-$1.39M
4
BCM
BHZ Capital Management
California
-$155K
5
CCM
Cutler Capital Management
Massachusetts
-$101K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
26
Huntington National Bank
Ohio
$128K – – –
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$119K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$118K +$109K +6,734 New
Deutsche Bank
29
Deutsche Bank
Germany
$92K +$24.1K +1,486 +39%
LSV Asset Management
30
LSV Asset Management
Illinois
$60K – – –
Bank of America
31
Bank of America
North Carolina
$46K +$25.5K +1,569 +144%
EWM
32
Endurance Wealth Management
Rhode Island
$45K -$25.9K -1,599 -38%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$43K -$17.8K -1,099 -31%
Barclays
34
Barclays
United Kingdom
$41K -$16.6K -1,022 -30%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$34.4K +$7.03K +433 +28%
UBS Group
36
UBS Group
Switzerland
$34K -$31K -1,910 -49%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$33K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$25K -$88.3K -5,442 -79%
Citigroup
39
Citigroup
New York
$23K +$16.1K +991 +277%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$20K +$13.1K +806 +234%
IA
41
IFP Advisors
Florida
$12K +$65 +4 +0.6%
AIP
42
Ameritas Investment Partners
Nebraska
$11K – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$11K – – –
SO
44
STRS Ohio
Ohio
$5K – – –
PAM
45
Panagora Asset Management
Massachusetts
$5K +$4.4K +271 New
AIG
46
American International Group
New York
$74 -$3.41K -210 -5%
FCM
47
FJ Capital Management
Virginia
– -$1.8M -140,700 Closed
SCA
48
Stieven Capital Advisors
Missouri
– -$1.78M -138,448 Closed
F
49
F3Logic
Minnesota
– -$33.7K -2,625 Closed
Russell Investments Group
50
Russell Investments Group
United Kingdom
– -$6K -533 Closed
1
2

SBFG Hedge Fund Activity: Q4 2020 in Review

46 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2020, worth a combined $65M — up 26% from $51.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBFG and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $805K. The largest seller was FJ Capital Management, exiting entirely with an estimated $1.8M sold.

  • 46 institutional investors held SB Financial Group (SBFG) as of Q4 2020, down from 48 in Q3 2020.
  • Funds reported $65M of SB Financial Group stock for Q4 2020, up 26% quarter-over-quarter.
  • 2 funds opened new SB Financial Group positions in Q4 2020 and 4 closed out, a net change of -2 holders.
  • The largest SB Financial Group buyer in Q4 2020 was BlackRock, an estimated $805K added.
  • The largest SB Financial Group seller in Q4 2020 was FJ Capital Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2020.