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SB Financial Group
SBFG

37 hedge funds and large institutions have $69.7M invested in SB Financial Group in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $59.7M → $69.7M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 38 → 37 (-1)

4.56% less ownership

Funds ownership: 53.14% → 48.58% (-4.6%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
11
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$3.19M
2
SVBP
Strategic Value Bank Partners
Ohio
+$2.79M
3
BlackRock
BlackRock
New York
+$178K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$83.1K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$76.9K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$8.06M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$973K
3
E
Ergoteles
New York
-$282K
4
Millennium Management
Millennium Management
New York
-$99.7K
5
Morgan Stanley
Morgan Stanley
New York
-$74.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
26
Huntington National Bank
Ohio
$146K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$125K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$92K -$19 -1 -0%
Wells Fargo
29
Wells Fargo
California
$83K – – –
Morgan Stanley
30
Morgan Stanley
New York
$73K -$74.4K -3,830 -51%
LSV Asset Management
31
LSV Asset Management
Illinois
$69K – – –
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$52K +$51.1K +2,630 New
EWM
33
Endurance Wealth Management
Rhode Island
$20K -$19 -1 -0.1%
MCC
34
Money Concepts Capital
Florida
$7K +$7.01K +361 New
Bank of America
35
Bank of America
North Carolina
$1K -$2.76K -142 -84%
EC
36
EJF Capital
Virginia
– -$8.06M -434,547 Closed
E
37
Ergoteles
New York
– -$282K -15,221 Closed
Optiver Holding
38
Optiver Holding
Netherlands
– -$13K -736 Closed
IA
39
IFP Advisors
Florida
– -$13K -684 Closed
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
– -$1.21K -65 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– +$466 +24 New
1
2

SBFG Hedge Fund Activity: Q1 2022 in Review

37 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2022, worth a combined $69.7M — up 17% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SBFG and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 11 added.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $3.19M. The largest seller was EJF Capital, exiting entirely with an estimated $8.06M sold.

  • 37 institutional investors held SB Financial Group (SBFG) as of Q1 2022, down from 38 in Q4 2021.
  • Funds reported $69.7M of SB Financial Group stock for Q1 2022, up 17% quarter-over-quarter.
  • 4 funds opened new SB Financial Group positions in Q1 2022 and 5 closed out, a net change of -1 holder.
  • The largest SB Financial Group buyer in Q1 2022 was FJ Capital Management, an estimated $3.19M added.
  • The largest SB Financial Group seller in Q1 2022 was EJF Capital, an estimated $8.06M sold.

Based on aggregated 13F filings for Q1 2022.