SB Financial Group
SBFG
38 hedge funds and large institutions have $45.5M invested in SB Financial Group in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $43.2M → $45.5M (+$2.29M)
0% more funds holding
Funds holding: 38 → 38 (0)
0.33% less ownership
Funds ownership: 49.35% → 49.02% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$63.2K |
| 2 |
GJL
Gendell Jeffrey L
|
+$59.1K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$30.9K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$30.9K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$204K |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
-$125K |
| 3 |
Millennium Management
New York
|
-$116K |
| 4 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
-$76.4K |
| 5 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$58.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $85K | -$1.28K | -92 | -1% |
|
27
Acadian Asset Management
Boston,
Massachusetts
| $32K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25.6K | – | – | – |
|
29
Morgan Stanley
New York
| $20.2K | +$8.33K | +597 | +67% |
|
30
Qube Research & Technologies (QRT)
London,
United Kingdom
| $4.38K | +$4.45K | +319 | New |
|
31
Barclays
London,
United Kingdom
| $4.04K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.55K | – | – | – |
|
|
SOW
33
State of Wyoming
Cheyenne,
Wyoming
| $3.47K | +$3.53K | +253 | New |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $1.77K | -$26.7K | -1,916 | -94% |
|
35
Fidelity Investments
Boston,
Massachusetts
| $772 | +$781 | +56 | New |
|
36
Wells Fargo
San Francisco,
California
| $678 | – | – | – |
|
37
JP Morgan Chase
New York
| $165 | – | – | – |
|
|
IA
38
IFP Advisors
Tampa,
Florida
| $148 | – | – | – |
|
|
39
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$204K | -16,098 | Closed |
|
SBFG Hedge Fund Activity: Q3 2023 in Review
38 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2023, worth a combined $45.5M — up 5.3% from $43.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SBFG positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $63.2K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $204K sold.
- 38 institutional investors held SB Financial Group (SBFG) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $45.5M of SB Financial Group stock for Q3 2023, up 5.3% quarter-over-quarter.
- 3 funds opened new SB Financial Group positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest SB Financial Group buyer in Q3 2023 was AllianceBernstein, an estimated $63.2K added.
- The largest SB Financial Group seller in Q3 2023 was Susquehanna International Group, an estimated $204K sold.
Based on aggregated 13F filings for Q3 2023.