SBFG icon

SB Financial Group
SBFG

Overview Fund Activity

38 hedge funds and large institutions have $59.7M invested in SB Financial Group in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
10
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.73M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$8.98M
3
CCM
3
Cutler Capital Management
Massachusetts
$7.43M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$442K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$87K

Top Sellers

1
EC
1
EJF Capital
Virginia
$8.06M
2
E
2
Ergoteles
New York
$282K
3
Millennium Management
3
Millennium Management
New York
$1.29M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$0
5
BCM
5
BHZ Capital Management
California
$904K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$140K 7,115 +710 +11%
HNB
27
Huntington National Bank
Ohio
$138K 7,000 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$118K 6,000 -4 -0.1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$87K 4,410 +2,600 +144%
Wells Fargo
30
Wells Fargo
California
$78K 3,965 -220 -5%
LSV Asset Management
31
LSV Asset Management
Illinois
$64K 3,300 – –
EWM
32
Endurance Wealth Management
Rhode Island
$19K 958 – –
Optiver Holding
33
Optiver Holding
Netherlands
$13K 701 – –
IA
34
IFP Advisors
Florida
$13K 651 +4 +0.6%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K 462,111 +4,103 +0.9%
Bank of America
36
Bank of America
North Carolina
$3K 161 -67 -29%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$1.21K 62 -4 -6%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
– – -2,875 Closed
Barclays
39
Barclays
United Kingdom
– – -839 Closed
MAM
40
Meeder Asset Management
Ohio
– – -318 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– – -299 Closed
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$0 11 – –
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2