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SB Financial Group
SBFG

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.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $45.5M → $51.2M (+$5.67M)

0.33% more ownership

Funds ownership: 49.02% → 49.35% (+0.33%)

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.55%
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

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$210K
2
FL
Fourthstone LLC
Missouri
+$192K
3
GJL
Gendell Jeffrey L
+$119K
4
Northern Trust
Northern Trust
Illinois
+$102K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$78.1K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$388K
2
CCB
Cutter & Co Brokerage
Missouri
-$162K
3
State Street
State Street
Massachusetts
-$128K
4
PH
Pinnacle Holdings
Oklahoma
-$75.6K
5
SIC
SJS Investment Consulting
Ohio
-$68.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$97K – – –
SIC
27
SJS Investment Consulting
Ohio
$57.8K -$68.8K -5,000 -57%
Morgan Stanley
28
Morgan Stanley
New York
$43.8K +$19.1K +1,389 +93%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$36K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$28.9K – – –
CFD
31
Creative Financial Designs
Indiana
$10.7K +$9.7K +705 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$4.86K – – –
Barclays
33
Barclays
United Kingdom
$4.59K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$4.5K +$2.27K +165 +126%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
Wells Fargo
36
Wells Fargo
California
$803 +$28 +2 +4%
JP Morgan Chase
37
JP Morgan Chase
New York
$183 – – –
IA
38
IFP Advisors
Florida
$167 – – –
CCB
39
Cutter & Co Brokerage
Missouri
– -$162K -11,970 Closed
SOW
40
State of Wyoming
Wyoming
– -$3.47K -253 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– -$772 -56 Closed
1
2

SBFG Hedge Fund Activity: Q4 2023 in Review

38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2023, worth a combined $51.2M — up 12% from $45.5M a quarter earlier.

Fund positioning in SBFG was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $210K. The largest seller was Millennium Management, cutting an estimated $388K.

  • 38 institutional investors held SB Financial Group (SBFG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $51.2M of SB Financial Group stock for Q4 2023, up 12% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q4 2023 and 3 closed out, a net change of 0 holders.
  • The largest SB Financial Group buyer in Q4 2023 was Renaissance Technologies, an estimated $210K added.
  • The largest SB Financial Group seller in Q4 2023 was Millennium Management, an estimated $388K sold.

Based on aggregated 13F filings for Q4 2023.