SB Financial Group
SBFG
39 hedge funds and large institutions have $56.4M invested in SB Financial Group in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 0 closing their positions.
5% more funds holding
Funds holding: 37 → 39 (+2)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0.13% more ownership
Funds ownership: 49.67% → 49.8% (+0.13%)
4% less capital invested
Capital invested by funds: $58.8M → $56.4M (-$2.44M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVBP
Strategic Value Bank Partners
Cleveland,
Ohio
|
+$295K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.4K |
| 3 |
State Street
Boston,
Massachusetts
|
+$29.3K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.3K |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$19.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$184K |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$123K |
| 3 |
FSCM
Front Street Capital Management
Missoula,
Montana
|
-$95.8K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$45.8K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$31.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Acadian Asset Management
Boston,
Massachusetts
| $41K | – | – | – |
|
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $32.2K | -$45.8K | -2,730 | -59% |
|
28
Morgan Stanley
New York
| $19.2K | -$11.6K | -690 | -38% |
|
|
EWM
29
Endurance Wealth Management
Providence,
Rhode Island
| $17K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $12.8K | +$17 | +1 | +0.1% |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $9K | +$3.37K | +201 | +61% |
|
|
MCC
32
Money Concepts Capital
Palm Beach Gardens,
Florida
| $6.12K | +$6.06K | +361 | New |
|
33
Barclays
London,
United Kingdom
| $5.07K | – | – | – |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4.46K | – | – | – |
|
|
SOW
35
State of Wyoming
Cheyenne,
Wyoming
| $3.32K | +$101 | +6 | +3% |
|
36
Dimensional Fund Advisors
Austin,
Texas
| $2.53K | +$1.91K | +114 | +0.1% |
|
37
Fidelity Investments
Boston,
Massachusetts
| $402 | – | – | – |
|
38
Bank of America
Charlotte,
North Carolina
| $119 | +$117 | +7 | New |
|
SBFG Hedge Fund Activity: Q4 2022 in Review
39 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2022, worth a combined $56.4M — down 4.2% from $58.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SBFG positions and 0 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Strategic Value Bank Partners, adding an estimated $295K. The largest seller was Millennium Management, cutting an estimated $184K.
- 39 institutional investors held SB Financial Group (SBFG) as of Q4 2022, up from 37 in Q3 2022.
- Funds reported $56.4M of SB Financial Group stock for Q4 2022, down 4.2% quarter-over-quarter.
- 2 funds opened new SB Financial Group positions in Q4 2022 and 0 closed out, a net change of +2 holders.
- The largest SB Financial Group buyer in Q4 2022 was Strategic Value Bank Partners, an estimated $295K added.
- The largest SB Financial Group seller in Q4 2022 was Millennium Management, an estimated $184K sold.
Based on aggregated 13F filings for Q4 2022.