SB Financial Group
SBFG
36 hedge funds and large institutions have $45.9M invested in SB Financial Group in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0.32% less ownership
Funds ownership: 49.35% → 49.03% (-0.32%)
5% less funds holding
Funds holding: 38 → 36 (-2)
10% less capital invested
Capital invested by funds: $51.2M → $45.9M (-$5.33M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$145K |
| 2 |
GJL
Gendell Jeffrey L
|
+$48.9K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$36K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$36K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$32.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$250K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$214K |
| 3 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$181K |
| 4 |
BlackRock
New York
|
-$44.8K |
| 5 |
Morgan Stanley
New York
|
-$21.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| $31K | +$32.2K | +2,197 | +4,225% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26.2K | – | – | – |
|
|
28
Morgan Stanley
New York
| $19.9K | -$21.1K | -1,441 | -50% |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $11K | +$7.4K | +504 | +170% |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $9.71K | – | – | – |
|
|
CFM
31
Catalyst Funds Management
Sydney NSW,
Australia
| $7.3K | +$7.78K | +530 | New |
|
32
Qube Research & Technologies (QRT)
London,
United Kingdom
| $4.4K | – | – | – |
|
33
Barclays
London,
United Kingdom
| $4.12K | – | – | – |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.62K | – | – | – |
|
35
JP Morgan Chase
New York
| $165 | – | – | – |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| $152 | – | – | – |
|
|
BCM
37
BHZ Capital Management
San Jose,
California
| – | -$250K | -16,289 | Closed |
|
|
FL
38
Fourthstone LLC
St Louis,
Missouri
| – | -$214K | -13,957 | Closed |
|
|
SFI
39
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| – | -$181K | -11,890 | Closed |
|
SBFG Hedge Fund Activity: Q1 2024 in Review
36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2024, worth a combined $45.9M — down 10% from $51.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SBFG and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was AllianceBernstein, adding an estimated $145K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $250K sold.
- 36 institutional investors held SB Financial Group (SBFG) as of Q1 2024, down from 38 in Q4 2023.
- Funds reported $45.9M of SB Financial Group stock for Q1 2024, down 10% quarter-over-quarter.
- 1 fund opened new SB Financial Group positions in Q1 2024 and 3 closed out, a net change of -2 holders.
- The largest SB Financial Group buyer in Q1 2024 was AllianceBernstein, an estimated $145K added.
- The largest SB Financial Group seller in Q1 2024 was BHZ Capital Management, an estimated $250K sold.
Based on aggregated 13F filings for Q1 2024.