SB Financial Group
SBFG
35 hedge funds and large institutions have $59.8M invested in SB Financial Group in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.18% less ownership
Funds ownership: 48.58% → 48.4% (-0.18%)
5% less funds holding
Funds holding: 37 → 35 (-2)
14% less capital invested
Capital invested by funds: $69.7M → $59.8M (-$9.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$3.97M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$222K |
| 3 |
State Street
Boston,
Massachusetts
|
+$179K |
| 4 |
BlackRock
New York
|
+$111K |
| 5 |
SVBP
Strategic Value Bank Partners
Cleveland,
Ohio
|
+$84.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$3.92M |
| 2 |
Renaissance Technologies
New York
|
-$470K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$62.3K |
| 4 |
Millennium Management
New York
|
-$53K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$43.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
LSV Asset Management
Chicago,
Illinois
| $60K | – | – | – |
|
27
Acadian Asset Management
Boston,
Massachusetts
| $46K | – | – | – |
|
28
Morgan Stanley
New York
| $40K | -$24.3K | -1,327 | -36% |
|
|
EWM
29
Endurance Wealth Management
Providence,
Rhode Island
| $17K | – | – | – |
|
|
30
Wells Fargo
San Francisco,
California
| $13K | -$62.3K | -3,409 | -82% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | +$4.81K | +263 | New |
|
|
SOW
32
State of Wyoming
Cheyenne,
Wyoming
| $3K | +$2.76K | +151 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $2K | +$1.83K | +100 | New |
|
|
34
Renaissance Technologies
New York
| – | -$470K | -23,625 | Closed |
|
|
MCC
35
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$7K | -361 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$1K | -27 | Closed |
|
SBFG Hedge Fund Activity: Q2 2022 in Review
35 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2022, worth a combined $59.8M — down 14% from $69.7M a quarter earlier.
Fund positioning in SBFG was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 8 trimmed.
The largest buyer was FJ Capital Management, adding an estimated $3.97M. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.92M.
- 35 institutional investors held SB Financial Group (SBFG) as of Q2 2022, down from 37 in Q1 2022.
- Funds reported $59.8M of SB Financial Group stock for Q2 2022, down 14% quarter-over-quarter.
- 3 funds opened new SB Financial Group positions in Q2 2022 and 3 closed out, a net change of 0 holders.
- The largest SB Financial Group buyer in Q2 2022 was FJ Capital Management, an estimated $3.97M added.
- The largest SB Financial Group seller in Q2 2022 was Punch & Associates Investment Management, an estimated $3.92M sold.
Based on aggregated 13F filings for Q2 2022.