SB Financial Group
SBFG
40 hedge funds and large institutions have $47.1M invested in SB Financial Group in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
11% more funds holding
Funds holding: 36 → 40 (+4)
3% more capital invested
Capital invested by funds: $45.9M → $47.1M (+$1.18M)
0.47% more ownership
Funds ownership: 49.03% → 49.5% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$166K |
| 2 |
PCM
Princeton Capital Management
Red Bank,
New Jersey
|
+$144K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$54.5K |
| 4 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$42.3K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$34.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$36K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$6.62K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$5.15K |
| 4 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
-$4.3K |
| 5 |
BlackRock
New York
|
-$1.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
26
SJS Investment Consulting
Sylvania,
Ohio
| $53.1K | – | – | – |
|
27
Acadian Asset Management
Boston,
Massachusetts
| $34K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $30.7K | -$731 | -53 | -2% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26.6K | – | – | – |
|
30
Morgan Stanley
New York
| $20.2K | – | – | – |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $13.2K | +$2.01K | +146 | +18% |
|
|
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| $9.87K | – | – | – |
|
|
CFM
33
Catalyst Funds Management
Sydney NSW,
Australia
| $7.42K | – | – | – |
|
|
IC
34
Innealta Capital
Austin,
Texas
| $5.53K | +$5.45K | +395 | New |
|
35
Qube Research & Technologies (QRT)
London,
United Kingdom
| $4.47K | – | – | – |
|
36
Barclays
London,
United Kingdom
| $4.19K | – | – | – |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.68K | – | – | – |
|
38
Bank of America
Charlotte,
North Carolina
| $784 | +$773 | +56 | New |
|
39
JP Morgan Chase
New York
| $168 | – | – | – |
|
|
IA
40
IFP Advisors
Tampa,
Florida
| $154 | – | – | – |
|
SBFG Hedge Fund Activity: Q2 2024 in Review
40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2024, worth a combined $47.1M — up 2.6% from $45.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SBFG positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $166K. The largest seller was Millennium Management, cutting an estimated $36K.
- 40 institutional investors held SB Financial Group (SBFG) as of Q2 2024, up from 36 in Q1 2024.
- Funds reported $47.1M of SB Financial Group stock for Q2 2024, up 2.6% quarter-over-quarter.
- 4 funds opened new SB Financial Group positions in Q2 2024 and 0 closed out, a net change of +4 holders.
- The largest SB Financial Group buyer in Q2 2024 was AllianceBernstein, an estimated $166K added.
- The largest SB Financial Group seller in Q2 2024 was Millennium Management, an estimated $36K sold.
Based on aggregated 13F filings for Q2 2024.