We are live on ! Find out more
SBFG icon

SB Financial Group
SBFG

51 hedge funds and large institutions have $66.3M invested in SB Financial Group in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

11% more funds holding

Funds holding: 46 → 51 (+5)

2.16% more ownership

Funds ownership: 49.5% → 51.66% (+2.2%)

2% more capital invested

Capital invested by funds: $65M → $66.3M (+$1.33M)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
17
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$901K
2
BlackRock
BlackRock
New York
+$619K
3
Renaissance Technologies
Renaissance Technologies
New York
+$450K
4
VVP
Venture Visionary Partners
Ohio
+$444K
5
Goldman Sachs
Goldman Sachs
New York
+$380K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$877K
2
AllianceBernstein
AllianceBernstein
Tennessee
-$216K
3
N
Nuveen
North Carolina
-$207K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$197K
5
BCM
BHZ Capital Management
California
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$207K -$207K -11,808 -50%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$192K -$3.85K -219 -2%
Bank of America
28
Bank of America
North Carolina
$150K +$105K +5,988 +225%
Morgan Stanley
29
Morgan Stanley
New York
$133K -$112K -6,372 -45%
HNB
30
Huntington National Bank
Ohio
$128K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$122K +$4.2K +239 +4%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$119K – – –
Barclays
33
Barclays
United Kingdom
$104K +$63.3K +3,604 +153%
Deutsche Bank
34
Deutsche Bank
Germany
$84K -$7.92K -451 -9%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$64.7K +$30.6K +1,743 +88%
LSV Asset Management
36
LSV Asset Management
Illinois
$60K – – –
UBS Group
37
UBS Group
Switzerland
$51K +$17.1K +976 +49%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$33K – – –
EWM
39
Endurance Wealth Management
Rhode Island
$17K -$27.6K -1,575 -61%
TRCT
40
Tower Research Capital (TRC)
New York
$15K -$10K -572 -40%
IA
41
IFP Advisors
Florida
$12K +$53 +3 +0.4%
AIP
42
Ameritas Investment Partners
Nebraska
$11K – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$11K – – –
MAM
44
Meeder Asset Management
Ohio
$10K +$10.5K +596 New
Citigroup
45
Citigroup
New York
$8K -$15.3K -874 -65%
PAM
46
Panagora Asset Management
Massachusetts
$5K – – –
SO
47
STRS Ohio
Ohio
$5K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4K -$16.4K -935 -81%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1K +$1.04K +59 New
AIG
50
American International Group
New York
$72 -$1.6K -91 -2%
1
2
3

SBFG Hedge Fund Activity: Q1 2021 in Review

51 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2021, worth a combined $66.3M — up 2% from $65M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBFG positions and 1 closed out — a net gain of 5 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $901K. The largest seller was EJF Capital, cutting an estimated $877K.

  • 51 institutional investors held SB Financial Group (SBFG) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $66.3M of SB Financial Group stock for Q1 2021, up 2% quarter-over-quarter.
  • 6 funds opened new SB Financial Group positions in Q1 2021 and 1 closed out, a net change of +5 holders.
  • The largest SB Financial Group buyer in Q1 2021 was Punch & Associates Investment Management, an estimated $901K added.
  • The largest SB Financial Group seller in Q1 2021 was EJF Capital, an estimated $877K sold.

Based on aggregated 13F filings for Q1 2021.