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SB Financial Group
SBFG

Overview Fund Activity

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
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.66%
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

1
AllianceBernstein
AllianceBernstein
Tennessee
$7.66M
2
PCA
PL Capital Advisors
Florida
$354K
3
SVBP
Strategic Value Bank Partners
Ohio
$4.99M
4
HF
HRT Financial
New York
$292K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$289K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.56M
2
UBS Group
UBS Group
Switzerland
$17.4K
3
FSCM
Front Street Capital Management
Montana
$178K
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
$356K
5
BCM
Bridgeway Capital Management
Texas
$857K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$11.7K +852 +161%
UBS Group
33
UBS Group
Switzerland
$17.4K -$173K -12,259 -91%
Morgan Stanley
34
Morgan Stanley
New York
$16K – – –
EWM
35
Endurance Wealth Management
Rhode Island
$14K – – –
Barclays
36
Barclays
United Kingdom
$4K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.72K – – –
SOW
38
State of Wyoming
Wyoming
$2.42K -$381 -27 -14%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1K +$868 +79 +658%
Wells Fargo
40
Wells Fargo
California
$690 -$10.1K -705 -94%
IA
41
IFP Advisors
Florida
$207 +$207 +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
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