SB Financial Group
SBFG
43 hedge funds and large institutions have $73.1M invested in SB Financial Group in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
5% more capital invested
Capital invested by funds: $69.3M → $73.1M (+$3.76M)
5% more funds holding
Funds holding: 41 → 43 (+2)
2.45% more ownership
Funds ownership: 50.1% → 52.55% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.91M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$575K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$457K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$399K |
| 5 |
Jane Street
New York
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.45M |
| 2 |
PU
Petiole USA
New York
|
-$1.63M |
| 3 |
Renaissance Technologies
New York
|
-$278K |
| 4 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$135K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$42.3K |
SBFG Hedge Fund Activity: Q4 2024 in Review
43 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2024, worth a combined $73.1M — up 5.4% from $69.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SBFG positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Vanguard Group, adding an estimated $4.91M. The largest seller was AllianceBernstein, cutting an estimated $2.45M.
- 43 institutional investors held SB Financial Group (SBFG) as of Q4 2024, up from 41 in Q3 2024.
- Funds reported $73.1M of SB Financial Group stock for Q4 2024, up 5.4% quarter-over-quarter.
- 4 funds opened new SB Financial Group positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest SB Financial Group buyer in Q4 2024 was Vanguard Group, an estimated $4.91M added.
- The largest SB Financial Group seller in Q4 2024 was AllianceBernstein, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2024.