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SB Financial Group
SBFG

38 hedge funds and large institutions have $43.2M invested in SB Financial Group in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% more ownership

Funds ownership: 48.87% → 49.35% (+0.48%)

7% less funds holding

Funds holding: 41 → 38 (-3)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

11% less capital invested

Capital invested by funds: $48.3M → $43.2M (-$5.09M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
9
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$347K
2
AllianceBernstein
AllianceBernstein
Tennessee
+$227K
3
BlackRock
BlackRock
New York
+$197K
4
CCM
Cutler Capital Management
Massachusetts
+$36.6K
5
PCA
PL Capital Advisors
Florida
+$26.2K

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$292K
2
Jane Street
Jane Street
New York
-$216K
3
BCM
BHZ Capital Management
California
-$184K
4
FSCM
Front Street Capital Management
Montana
-$178K
5
Millennium Management
Millennium Management
New York
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
SJS Investment Consulting
Ohio
$111K – – –
HNB
27
Huntington National Bank
Ohio
$101K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$81K +$1.23K +92 +1%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$30K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$25.8K +$8.9K +667 +48%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$24K – – –
EWM
32
Endurance Wealth Management
Rhode Island
$13K – – –
Morgan Stanley
33
Morgan Stanley
New York
$11.3K -$3.12K -234 -21%
Barclays
34
Barclays
United Kingdom
$3.77K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$3.32K – – –
Wells Fargo
36
Wells Fargo
California
$632 +$27 +2 +4%
JP Morgan Chase
37
JP Morgan Chase
New York
$152 -$1.05K -79 -87%
IA
38
IFP Advisors
Florida
$139 – – –
HF
39
HRT Financial
New York
– -$292K -20,707 Closed
Jane Street
40
Jane Street
New York
– -$216K -15,289 Closed
FSCM
41
Front Street Capital Management
Montana
– -$178K -12,608 Closed
UBS Group
42
UBS Group
Switzerland
– -$17.4K -1,234 Closed
SOW
43
State of Wyoming
Wyoming
– -$2.42K -171 Closed
1
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SBFG Hedge Fund Activity: Q2 2023 in Review

38 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2023, worth a combined $43.2M — down 11% from $48.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SBFG and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Empowered Funds, opening a new position worth an estimated $347K. The largest seller was HRT Financial, exiting entirely with an estimated $292K sold.

  • 38 institutional investors held SB Financial Group (SBFG) as of Q2 2023, down from 41 in Q1 2023.
  • Funds reported $43.2M of SB Financial Group stock for Q2 2023, down 11% quarter-over-quarter.
  • 2 funds opened new SB Financial Group positions in Q2 2023 and 5 closed out, a net change of -3 holders.
  • The largest SB Financial Group buyer in Q2 2023 was Empowered Funds, an estimated $347K added.
  • The largest SB Financial Group seller in Q2 2023 was HRT Financial, an estimated $292K sold.

Based on aggregated 13F filings for Q2 2023.