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SB Financial Group
SBFG

41 hedge funds and large institutions have $48.3M invested in SB Financial Group in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

5% more funds holding

Funds holding: 39 → 41 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.93% less ownership

Funds ownership: 49.8% → 48.87% (-0.93%)

14% less capital invested

Capital invested by funds: $56.4M → $48.3M (-$8.05M)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$473K
2
PCA
PL Capital Advisors
Florida
+$399K
3
SVBP
Strategic Value Bank Partners
Ohio
+$385K
4
HF
HRT Financial
New York
+$329K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$325K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$3.13M
2
UBS Group
UBS Group
Switzerland
-$195K
3
FSCM
Front Street Capital Management
Montana
-$57.2K
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$41.3K
5
BCM
Bridgeway Capital Management
Texas
-$21.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
26
Cutter & Co Brokerage
Missouri
$169K – – –
SIC
27
SJS Investment Consulting
Ohio
$124K – – –
HNB
28
Huntington National Bank
Ohio
$113K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$89K – – –
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$34K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$26.8K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$19K +$13.5K +852 +161%
UBS Group
33
UBS Group
Switzerland
$17.4K -$195K -12,259 -91%
Morgan Stanley
34
Morgan Stanley
New York
$16K – – –
EWM
35
Endurance Wealth Management
Rhode Island
$14K – – –
Barclays
36
Barclays
United Kingdom
$4.22K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.72K – – –
SOW
38
State of Wyoming
Wyoming
$2.42K -$429 -27 -14%
JP Morgan Chase
39
JP Morgan Chase
New York
$1K +$1.26K +79 +658%
Wells Fargo
40
Wells Fargo
California
$690 -$11.2K -705 -94%
IA
41
IFP Advisors
Florida
$207 +$175 +11 New
MCC
42
Money Concepts Capital
Florida
– -$6.12K -361 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– -$402 -24 Closed
Bank of America
44
Bank of America
North Carolina
– -$119 -7 Closed
1
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SBFG Hedge Fund Activity: Q1 2023 in Review

41 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2023, worth a combined $48.3M — down 14% from $56.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SBFG positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $473K. The largest seller was Vanguard Group, cutting an estimated $3.13M.

  • 41 institutional investors held SB Financial Group (SBFG) as of Q1 2023, up from 39 in Q4 2022.
  • Funds reported $48.3M of SB Financial Group stock for Q1 2023, down 14% quarter-over-quarter.
  • 5 funds opened new SB Financial Group positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest SB Financial Group buyer in Q1 2023 was AllianceBernstein, an estimated $473K added.
  • The largest SB Financial Group seller in Q1 2023 was Vanguard Group, an estimated $3.13M sold.

Based on aggregated 13F filings for Q1 2023.