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SB Financial Group
SBFG

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

7% more capital invested

Capital invested by funds: $55.7M → $59.7M (+$4.05M)

7.17% more ownership

Funds ownership: 45.97% → 53.14% (+7.2%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

3% less funds holding

Funds holding: 39 → 38 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.58%
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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$742K
2
AllianceBernstein
AllianceBernstein
Tennessee
+$552K
3
CCM
Cutler Capital Management
Massachusetts
+$83.7K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$77.1K
5
Renaissance Technologies
Renaissance Technologies
New York
+$51.4K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$787K
2
E
Ergoteles
New York
-$108K
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$52K
4
Millennium Management
Millennium Management
New York
-$50.6K
5
BCM
BHZ Capital Management
California
-$46.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$140K +$13.3K +746 +11%
HNB
27
Huntington National Bank
Ohio
$138K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$118K -$72 -4 -0.1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$87K +$48.9K +2,730 +144%
Wells Fargo
30
Wells Fargo
California
$78K -$4.13K -231 -5%
LSV Asset Management
31
LSV Asset Management
Illinois
$64K – – –
EWM
32
Endurance Wealth Management
Rhode Island
$19K – – –
Optiver Holding
33
Optiver Holding
Netherlands
$13K – – –
IA
34
IFP Advisors
Florida
$13K +$89 +5 +0.7%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$77.1K +4,309 +0.9%
Bank of America
36
Bank of America
North Carolina
$3K -$1.25K -70 -29%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$1.21K -$72 -4 -6%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
– -$52K -3,019 Closed
Barclays
39
Barclays
United Kingdom
– -$15K -881 Closed
MAM
40
Meeder Asset Management
Ohio
– -$6K -334 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– -$5K -314 Closed
1
2

SBFG Hedge Fund Activity: Q4 2021 in Review

38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2021, worth a combined $59.7M — up 7.3% from $55.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBFG and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.

The largest buyer was Vanguard Group, adding an estimated $742K. The largest seller was EJF Capital, cutting an estimated $787K.

  • 38 institutional investors held SB Financial Group (SBFG) as of Q4 2021, down from 39 in Q3 2021.
  • Funds reported $59.7M of SB Financial Group stock for Q4 2021, up 7.3% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q4 2021 and 4 closed out, a net change of -1 holder.
  • The largest SB Financial Group buyer in Q4 2021 was Vanguard Group, an estimated $742K added.
  • The largest SB Financial Group seller in Q4 2021 was EJF Capital, an estimated $787K sold.

Based on aggregated 13F filings for Q4 2021.