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SB Financial Group
SBFG

Overview Fund Activity

38 hedge funds and large institutions have $51.2M invested in SB Financial Group in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$234K
2
FL
2
Fourthstone LLC
Missouri
$214K
3
GJL
3
Gendell Jeffrey L
$698K
4
Northern Trust
4
Northern Trust
Illinois
$298K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$208K
2
CCB
2
Cutter & Co Brokerage
Missouri
$0
3
State Street
3
State Street
Massachusetts
$247K
4
PH
4
Pinnacle Holdings
Oklahoma
$2.46M
5
SIC
5
SJS Investment Consulting
Ohio
$57.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$97K 6,300 – –
SIC
27
SJS Investment Consulting
Ohio
$57.8K 3,793 -5,000 -57%
Morgan Stanley
28
Morgan Stanley
New York
$43.8K 2,882 +1,389 +93%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$36K 2,437 – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$28.9K 1,900 – –
CFD
31
Creative Financial Designs
Indiana
$10.7K 705 +705 New
Barclays
32
Barclays
United Kingdom
$5K 299 – –
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$4.86K 319 – –
TRCT
34
Tower Research Capital (TRC)
New York
$4.5K 296 +165 +126%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4K 263 – –
Wells Fargo
36
Wells Fargo
California
$803 52 +2 +4%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$183 12 – –
IA
38
IFP Advisors
Florida
$167 11 – –
CCB
39
Cutter & Co Brokerage
Missouri
– – -11,970 Closed
SOW
40
State of Wyoming
Wyoming
– – -253 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– – -56 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
2